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 |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,882
shares
|
$660,949
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
3,878
shares
|
$660,268
0.1% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,875
shares
|
$659,757
0.02% of portfolio
|
Q2 2020
Reduced 3.34%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
3,854
shares
|
$656,182
0.03% of portfolio
|
Q2 2025
Added 9.05%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
3,843
shares
|
$654,309
0.09% of portfolio
|
Q3 2022
Reduced 26.65%
|
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
3,826
shares
|
$651,414
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Aug 04, 2025 Q2 2025 |
3,825
shares
|
$651,244
0.2% of portfolio
|
Q2 2025
Reduced 7.16%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
3,814
shares
|
$649,371
0.09% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Scp Investment, LP
|
Aug 12, 2025 Q2 2025 |
3,800
shares
|
$646,988
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
3,775
shares
|
$642,731
0.12% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
3,752
shares
|
$638,815
0.03% of portfolio
|
Q2 2025
Reduced 15.5%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
3,743
shares
|
$637,283
0.04% of portfolio
|
Q2 2025
Reduced 15.91%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Jul 15, 2025 Q2 2025 |
3,743
shares
|
$637,283
0.09% of portfolio
|
Q2 2025
Reduced 61.76%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
3,735
shares
|
$635,921
0.01% of portfolio
|
Q2 2025
Reduced 18.8%
|
|
|
Lee Danner & Bass Inc
|
Jul 31, 2025 Q2 2025 |
3,718
shares
|
$633,026
0.04% of portfolio
|
Q2 2025
Added 19.24%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Aug 01, 2025 Q2 2025 |
3,712
shares
|
$632,005
0.32% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
3,709
shares
|
$631,494
0.01% of portfolio
|
Q2 2025
Reduced 17.12%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
3,706
shares
|
$630,983
0.07% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
Brave Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
3,705
shares
|
$630,813
0.14% of portfolio
|
Q4 2023
Added 0.14%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
3,701
shares
|
$630,132
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Denali Advisors LLC
|
Jul 30, 2025 Q2 2025 |
3,700
shares
|
$629,962
0.05% of portfolio
|
Q2 2025
Reduced 17.78%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Aug 14, 2025 Q2 2025 |
3,695
shares
|
$629,110
0.02% of portfolio
|
Q2 2025
Added 25.25%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Aug 04, 2025 Q2 2025 |
3,692
shares
|
$628,599
0.04% of portfolio
|
Q2 2025
Added 9.65%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
3,688
shares
|
$627,918
0.02% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
3,680
shares
|
$626,556
0.07% of portfolio
|
Q2 2025
Reduced 14.93%
|