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 255 Million shares, which have been reported (via 13F filing form) to have a value of $35.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
3,430
shares
|
$477,044
0.05% of portfolio
|
Q3 2024
Added 6.32%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
3,428
shares
|
$476,766
0.01% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
3,416
shares
|
$475,097
0.06% of portfolio
|
Q3 2024
Added 14.21%
|
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
3,415
shares
|
$474,958
0.05% of portfolio
|
Q3 2024
Added 5.5%
|
|
|
Beta Wealth Group, Inc.
|
Nov 01, 2024 Q3 2024 |
3,404
shares
|
$473,428
0.23% of portfolio
|
Q3 2024
Added 89.01%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
3,403
shares
|
$473,289
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Nov 04, 2024 Q3 2024 |
3,402
shares
|
$473,150
0.01% of portfolio
|
Q3 2024
Reduced 54.42%
|
|
|
Heritage Investors Management Corp
|
Oct 30, 2024 Q3 2024 |
3,397
shares
|
$472,454
0.02% of portfolio
|
Q2 2024
Added 4.62%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
3,396
shares
|
$472,315
0.08% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
3,386
shares
|
$470,924
0.21% of portfolio
|
Q3 2024
Added 16.96%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
3,375
shares
|
$469,395
0.2% of portfolio
|
Q3 2024
Reduced 22.84%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
3,374
shares
|
$469,255
0.05% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
3,346
shares
|
$465,361
0.21% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
3,338
shares
|
$464,249
0.11% of portfolio
|
Q3 2024
Added 42.77%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
3,324
shares
|
$462,301
0.01% of portfolio
|
Q3 2024
Reduced 21.71%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 28, 2024 Q3 2024 |
3,321
shares
|
$461,884
0.08% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 24, 2024 Q3 2024 |
3,315
shares
|
$461,050
0.24% of portfolio
|
Q3 2024
Added 123.68%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
3,305
shares
|
$459,659
0.09% of portfolio
|
Q3 2024
Added 17.74%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
3,301
shares
|
$459,103
0.11% of portfolio
|
Q4 2023
Added 7.88%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
3,300
shares
|
$458,964
0.05% of portfolio
|
Q2 2022
Added 50.0%
|
|
|
Vaughan & CO Securities, Inc.
|
Oct 31, 2024 Q3 2024 |
3,297
shares
|
$458,546
0.27% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
3,297
shares
|
$458,546
0.01% of portfolio
|
Q3 2024
Reduced 13.28%
|
|
|
Auxano Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
3,293
shares
|
$457,990
0.12% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
3,285
shares
|
$456,877
0.06% of portfolio
|
Q3 2024
Added 9.5%
|
|
|
American Alpha Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,279
shares
|
$456,043
0.4% of portfolio
|
Q3 2024
New holding
|