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 1,610 institutions that hold shares in the stock, with a total of 256 Million shares, which have been reported (via 13F filing form) to have a value of $35.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
4,122
shares
|
$576,255
0.12% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
4,103
shares
|
$573,599
0.02% of portfolio
|
Q1 2024
Reduced 2.77%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
4,086
shares
|
$571,222
0.01% of portfolio
|
Q3 2022
Added 99.61%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Oct 31, 2024 Q3 2024 |
4,084
shares
|
$570,943
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
4,057
shares
|
$567,168
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
4,037
shares
|
$564,372
0.15% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Oct 18, 2024 Q3 2024 |
4,028
shares
|
$563,114
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
4,028
shares
|
$563,114
0.06% of portfolio
|
Q3 2024
Added 28.61%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
4,013
shares
|
$561,017
0.24% of portfolio
|
Q1 2023
New holding
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
3,989
shares
|
$557,662
0.01% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Bill Few Associates, Inc.
|
Oct 15, 2024 Q3 2024 |
3,984
shares
|
$556,963
0.19% of portfolio
|
Q2 2024
Added 2.87%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
3,970
shares
|
$555,006
0.09% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,935
shares
|
$550,113
0.03% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
3,925
shares
|
$548,715
0.03% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
3,900
shares
|
$545,220
0.02% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Nov 13, 2024 Q3 2024 |
3,900
shares
|
$545,220
0.26% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
3,890
shares
|
$543,822
0.01% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 23, 2024 Q3 2024 |
3,890
shares
|
$543,822
0.04% of portfolio
|
Q3 2024
Reduced 16.22%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,882
shares
|
$542,703
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
3,879
shares
|
$542,284
0.05% of portfolio
|
Q3 2024
Added 13.59%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,875
shares
|
$541,725
0.02% of portfolio
|
Q2 2020
Reduced 3.34%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
3,859
shares
|
$539,488
0.01% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 04, 2024 Q3 2024 |
3,849
shares
|
$538,090
0.03% of portfolio
|
Q3 2024
Reduced 28.04%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
3,843
shares
|
$537,251
0.09% of portfolio
|
Q3 2022
Reduced 26.65%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
3,829
shares
|
$535,294
0.06% of portfolio
|
Q3 2024
Added 10.63%
|