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 |
|---|---|---|---|---|---|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
1,987
shares
|
$338,306
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Waddell & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
1,984
shares
|
$337,795
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
1,979
shares
|
$336,944
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,968
shares
|
$335,071
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
1,959
shares
|
$333,539
0.0% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Monument Capital Management
|
Jul 24, 2025 Q2 2025 |
1,953
shares
|
$332,517
0.07% of portfolio
|
Q2 2025
Reduced 25.88%
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
1,952
shares
|
$332,347
0.03% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
1,952
shares
|
$332,347
0.02% of portfolio
|
Q4 2023
Reduced 0.51%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,943
shares
|
$330,815
0.01% of portfolio
|
Q2 2025
Reduced 37.8%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,939
shares
|
$330,134
0.01% of portfolio
|
Q2 2025
Reduced 29.97%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
1,933
shares
|
$329,112
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
1,930
shares
|
$328,601
0.07% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
1,929
shares
|
$328,431
0.08% of portfolio
|
Q2 2025
Added 13.01%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
1,919
shares
|
$326,728
0.14% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Vanguard Capital Wealth Advisors
|
Jul 11, 2025 Q2 2025 |
1,915
shares
|
$326,047
0.26% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
B Long Financial, LLC
Memphis, TN |
Aug 13, 2025 Q2 2025 |
1,915
shares
|
$326,047
0.2% of portfolio
|
Q2 2025
Reduced 4.96%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
1,914
shares
|
$325,877
0.05% of portfolio
|
Q3 2023
Reduced 1.64%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,909
shares
|
$325,026
0.03% of portfolio
|
Q2 2025
Reduced 19.38%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
1,894
shares
|
$322,472
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Vera Bank, N.A.
|
Aug 07, 2025 Q2 2025 |
1,894
shares
|
$322,472
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
1,892
shares
|
$322,131
0.01% of portfolio
|
Q2 2025
Reduced 29.72%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
1,891
shares
|
$321,961
0.03% of portfolio
|
Q4 2023
Reduced 8.47%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
1,873
shares
|
$318,896
0.03% of portfolio
|
Q2 2025
Added 14.56%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
1,864
shares
|
$317,364
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Jul 18, 2025 Q2 2025 |
1,864
shares
|
$317,364
0.16% of portfolio
|
Q2 2025
Added 3.84%
|