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 |
|---|---|---|---|---|---|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
3,828
shares
|
$535,154
0.11% of portfolio
|
Q3 2024
Reduced 18.41%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
3,827
shares
|
$535,014
0.01% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
3,812
shares
|
$532,917
0.09% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
3,790
shares
|
$529,842
0.11% of portfolio
|
Q2 2023
Added 161.2%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
3,790
shares
|
$529,842
0.01% of portfolio
|
Q3 2024
Added 7.64%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
3,778
shares
|
$528,164
0.07% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
3,750
shares
|
$524,250
0.01% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
3,730
shares
|
$521,454
0.33% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
3,720
shares
|
$520,056
0.02% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Brave Asset Management Inc
|
Oct 10, 2024 Q3 2024 |
3,705
shares
|
$517,959
0.12% of portfolio
|
Q4 2023
Added 0.14%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
3,684
shares
|
$515,023
0.04% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
3,626
shares
|
$506,914
0.01% of portfolio
|
Q3 2024
Added 5.38%
|
|
|
Cullinan Associates Inc
|
Oct 23, 2024 Q3 2024 |
3,620
shares
|
$506,076
0.03% of portfolio
|
Q3 2024
Reduced 24.9%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
3,599
shares
|
$503,140
0.21% of portfolio
|
Q2 2024
Reduced 2.7%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
3,597
shares
|
$502,860
0.01% of portfolio
|
Q3 2024
Added 9.17%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
3,522
shares
|
$492,375
0.07% of portfolio
|
Q3 2024
Added 7.71%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
3,489
shares
|
$487,762
0.08% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Emerald Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
3,485
shares
|
$487,203
0.07% of portfolio
|
Q3 2024
Added 11.48%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
3,479
shares
|
$486,364
0.02% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
3,470
shares
|
$485,106
0.85% of portfolio
|
Q3 2023
Reduced 19.6%
|
|
|
Keudell
|
Oct 31, 2024 Q3 2024 |
3,465
shares
|
$484,407
0.13% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 14, 2024 Q3 2024 |
3,450
shares
|
$482,310
0.32% of portfolio
|
Q2 2024
Reduced 5.17%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
3,443
shares
|
$481,331
0.04% of portfolio
|
Q3 2024
Reduced 7.55%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
3,441
shares
|
$481,051
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
3,437
shares
|
$480,492
0.14% of portfolio
|
Q3 2024
Reduced 3.07%
|