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 |
|---|---|---|---|---|---|
|
Heritage Investors Management Corp
|
Aug 04, 2025 Q2 2025 |
3,397
shares
|
$578,373
0.01% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
3,397
shares
|
$578,373
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Aug 04, 2025 Q2 2025 |
3,393
shares
|
$577,692
0.51% of portfolio
|
Q2 2025
Reduced 58.97%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
3,378
shares
|
$575,138
0.02% of portfolio
|
Q2 2025
Reduced 7.93%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Aug 11, 2025 Q2 2025 |
3,375
shares
|
$574,627
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jul 16, 2025 Q2 2025 |
3,358
shares
|
$571,733
0.3% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
3,346
shares
|
$569,689
0.18% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
3,346
shares
|
$569,689
0.07% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Jul 23, 2025 Q2 2025 |
3,330
shares
|
$566,965
0.34% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
3,323
shares
|
$565,773
0.04% of portfolio
|
Q1 2025
Added 21.22%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
3,316
shares
|
$564,582
0.04% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
3,312
shares
|
$563,901
0.03% of portfolio
|
Q2 2025
Reduced 13.25%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
3,308
shares
|
$563,220
0.02% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
3,304
shares
|
$562,539
0.02% of portfolio
|
Q2 2025
Added 25.1%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
3,301
shares
|
$562,028
0.11% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Skylands Capital, LLC
|
Aug 08, 2025 Q2 2025 |
3,300
shares
|
$561,858
0.07% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
3,300
shares
|
$561,858
0.05% of portfolio
|
Q2 2022
Added 50.0%
|
|
|
Wilsey Asset Management Inc
|
Jul 15, 2025 Q2 2025 |
3,296
shares
|
$561,176
0.08% of portfolio
|
Q2 2025
Reduced 34.99%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
3,264
shares
|
$555,728
0.03% of portfolio
|
Q2 2025
Reduced 8.55%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
3,255
shares
|
$554,196
0.01% of portfolio
|
Q2 2025
Reduced 16.9%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
3,244
shares
|
$552,323
0.03% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Aug 14, 2025 Q2 2025 |
3,234
shares
|
$550,620
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Seaport Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
3,232
shares
|
$550,280
1.41% of portfolio
|
Q2 2024
Reduced 17.34%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
3,216
shares
|
$547,556
0.09% of portfolio
|
Q2 2025
Reduced 24.75%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
3,187
shares
|
$542,618
0.12% of portfolio
|
Q1 2025
Reduced 1.09%
|