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 |
|---|---|---|---|---|---|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
3,180
shares
|
$541,426
0.01% of portfolio
|
Q2 2025
Added 21.84%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
3,178
shares
|
$541,086
0.02% of portfolio
|
Q2 2025
Added 96.9%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,178
shares
|
$541,086
0.0% of portfolio
|
Q2 2025
Added 16.28%
|
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2025 Q2 2025 |
3,172
shares
|
$540,064
0.13% of portfolio
|
Q2 2025
Reduced 8.69%
|
|
|
Bayforest Capital LTD
London, X0 |
Jul 28, 2025 Q2 2025 |
3,138
shares
|
$534,275
0.18% of portfolio
|
Q2 2025
Reduced 25.94%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
3,134
shares
|
$533,594
0.09% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
3,129
shares
|
$532,743
0.03% of portfolio
|
Q4 2023
Reduced 20.18%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
3,123
shares
|
$531,721
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
3,111
shares
|
$529,678
0.2% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
3,099
shares
|
$527,635
0.04% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
3,078
shares
|
$524,060
0.28% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
3,077
shares
|
$523,890
0.07% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
3,054
shares
|
$519,974
0.11% of portfolio
|
Q2 2025
Reduced 18.3%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
3,048
shares
|
$518,952
0.09% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Aug 12, 2025 Q2 2025 |
3,034
shares
|
$516,568
0.11% of portfolio
|
Q2 2025
Reduced 17.51%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
3,034
shares
|
$516,568
0.01% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
3,013
shares
|
$512,993
0.14% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
3,007
shares
|
$511,971
0.1% of portfolio
|
Q4 2024
Reduced 11.45%
|
|
|
Phoenix Wealth Advisors
|
Aug 08, 2025 Q2 2025 |
3,004
shares
|
$511,461
0.17% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
Aug 01, 2025 Q2 2025 |
3,004
shares
|
$511,461
0.22% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
|
Magnolia Capital Management LTD
|
Jul 23, 2025 Q2 2025 |
3,000
shares
|
$510,780
0.32% of portfolio
|
Q3 2021
New holding
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
3,000
shares
|
$510,780
0.02% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Aug 01, 2025 Q2 2025 |
2,981
shares
|
$507,545
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
2,962
shares
|
$504,310
0.16% of portfolio
|
Q2 2022
Added 3.28%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Aug 14, 2025 Q2 2025 |
2,947
shares
|
$501,756
0.01% of portfolio
|
Q4 2024
Reduced 56.21%
|