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 |
|---|---|---|---|---|---|
|
Old Point Trust & Financial Services N A
|
Nov 08, 2024 Q3 2024 |
1,843
shares
|
$255,366
0.09% of portfolio
|
Q1 2024
Added 5.74%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
1,843
shares
|
$255,366
0.01% of portfolio
|
Q3 2024
Reduced 8.49%
|
|
|
Claret Asset Management Corp
|
Nov 14, 2024 Q3 2024 |
1,840
shares
|
$254,950
0.04% of portfolio
|
Q1 2024
Reduced 0.54%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
1,834
shares
|
$254,119
0.08% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
1,826
shares
|
$253,010
0.02% of portfolio
|
Q3 2024
Added 10.47%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,821
shares
|
$252,317
0.0% of portfolio
|
Q4 2023
Added 120.73%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
1,817
shares
|
$251,763
0.03% of portfolio
|
Q4 2022
Reduced 4.77%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
1,815
shares
|
$251,486
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Enterprise Bank & Trust CO
|
Oct 08, 2024 Q3 2024 |
1,810
shares
|
$250,793
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
Nov 13, 2024 Q3 2024 |
1,807
shares
|
$250,377
0.15% of portfolio
|
Q3 2023
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,806
shares
|
$250,239
0.03% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
1,803
shares
|
$249,823
0.01% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Goepper Burkhardt LLC
|
Nov 12, 2024 Q3 2024 |
1,800
shares
|
$249,408
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Oak Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
1,799
shares
|
$249,269
0.09% of portfolio
|
Q1 2024
Reduced 2.7%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
1,795
shares
|
$248,715
0.08% of portfolio
|
Q1 2024
Added 1.76%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
1,786
shares
|
$247,468
0.03% of portfolio
|
Q2 2024
Reduced 42.13%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
1,779
shares
|
$246,498
0.0% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
1,774
shares
|
$245,805
0.02% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Paragon Capital Management LTD
|
Oct 10, 2024 Q3 2024 |
1,760
shares
|
$243,865
0.05% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
1,760
shares
|
$243,865
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
1,754
shares
|
$243,034
0.02% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Jackson Square Capital, LLC
|
Oct 31, 2024 Q3 2024 |
1,752
shares
|
$242,757
0.06% of portfolio
|
Q3 2023
Reduced 11.87%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,747
shares
|
$242,064
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Ndvr, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
1,746
shares
|
$241,925
0.24% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,745
shares
|
$241,787
0.14% of portfolio
|
Q3 2024
Reduced 0.06%
|