Institutional Ownership Valero Energy Corp (VLO)
This table provides information about the institutional ownership of Valero Energy Corp (VLO). We have compiled data on the 1,715 institutions that hold shares in the stock, with a total of 269 Million shares, which have been reported (via 13F filing form) to have a value of $45.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
5,068
shares
|
$862,877
0.06% of portfolio
|
Q2 2025
Reduced 93.67%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Jul 30, 2025 Q2 2025 |
5,059
shares
|
$861,345
0.52% of portfolio
|
Q2 2025
Added 10.7%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
5,050
shares
|
$859,813
0.18% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
5,024
shares
|
$855,386
0.03% of portfolio
|
Q2 2025
Added 5.21%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
5,015
shares
|
$853,853
0.04% of portfolio
|
Q1 2025
Reduced 6.87%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jul 28, 2025 Q2 2025 |
5,000
shares
|
$851,300
0.24% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Aug 14, 2025 Q2 2025 |
5,000
shares
|
$851,300
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
4,994
shares
|
$850,278
0.01% of portfolio
|
Q4 2022
Reduced 7.93%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
4,994
shares
|
$850,278
0.27% of portfolio
|
Q2 2025
Added 58.29%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
4,947
shares
|
$842,276
0.04% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
4,947
shares
|
$842,276
0.0% of portfolio
|
Q2 2025
Added 18.12%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
4,934
shares
|
$840,062
0.01% of portfolio
|
Q2 2025
Added 29.91%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
4,879
shares
|
$830,698
0.05% of portfolio
|
Q2 2025
Added 18.88%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
4,868
shares
|
$828,825
0.02% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Eads & Heald Wealth Management
|
Jul 22, 2025 Q2 2025 |
4,853
shares
|
$826,271
0.32% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
4,822
shares
|
$820,993
0.06% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
4,811
shares
|
$819,120
0.24% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Financial Advisors Network, Inc.
|
Aug 14, 2025 Q2 2025 |
4,774
shares
|
$812,821
0.1% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Chesapeake Wealth Management
|
Jul 28, 2025 Q2 2025 |
4,748
shares
|
$808,394
0.21% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
4,743
shares
|
$807,543
0.12% of portfolio
|
Q4 2019
Reduced 1.11%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
4,730
shares
|
$805,329
0.15% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
4,710
shares
|
$801,924
0.5% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
4,690
shares
|
$798,519
0.05% of portfolio
|
Q2 2025
Reduced 6.03%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Jul 24, 2025 Q2 2025 |
4,665
shares
|
$794,262
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
4,662
shares
|
$793,752
0.03% of portfolio
|
Q2 2025
Added 5.48%
|