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 |
|---|---|---|---|---|---|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,694
shares
|
$288,420
0.03% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Cfo4 Life Group, LLC
|
Aug 08, 2025 Q2 2025 |
1,670
shares
|
$284,334
0.04% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,656
shares
|
$281,950
0.08% of portfolio
|
Q2 2024
Added 8.95%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
1,655
shares
|
$281,780
0.01% of portfolio
|
Q2 2025
Added 7.82%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Aug 13, 2025 Q2 2025 |
1,654
shares
|
$281,610
0.02% of portfolio
|
Q2 2025
Added 7.82%
|
|
|
Oak Asset Management, LLC
|
Jul 11, 2025 Q2 2025 |
1,653
shares
|
$281,439
0.08% of portfolio
|
Q2 2025
Reduced 8.12%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
1,646
shares
|
$280,247
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
1,645
shares
|
$280,077
0.05% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
1,642
shares
|
$279,566
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
1,634
shares
|
$278,204
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Allocation & Management Company, LLC
|
Jul 16, 2025 Q2 2025 |
1,634
shares
|
$278,204
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Deseret Mutual Benefit Administrators
|
Aug 01, 2025 Q2 2025 |
1,628
shares
|
$277,183
0.1% of portfolio
|
Q1 2025
Added 7.53%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
1,628
shares
|
$277,183
0.06% of portfolio
|
Q2 2025
Added 11.51%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,616
shares
|
$275,140
0.03% of portfolio
|
Q2 2025
Reduced 9.52%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
1,615
shares
|
$274,969
0.04% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
1,601
shares
|
$272,586
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
1,601
shares
|
$272,586
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Thompson Siegel & Walmsley LLC
|
Aug 06, 2025 Q2 2025 |
1,600
shares
|
$272,416
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
1,599
shares
|
$272,245
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
1,596
shares
|
$271,734
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
1,590
shares
|
$270,713
0.01% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
1,590
shares
|
$270,713
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
1,584
shares
|
$269,691
0.06% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
1,583
shares
|
$269,521
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
1,583
shares
|
$269,521
0.18% of portfolio
|
Q2 2025
Reduced 0.06%
|