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 |
|---|---|---|---|---|---|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
500
shares
|
$85,130
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
500
shares
|
$85,130
0.0% of portfolio
|
Q4 2024
Reduced 13.04%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
499
shares
|
$84,959
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
489
shares
|
$83,257
0.01% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
478
shares
|
$81,384
0.01% of portfolio
|
Q3 2024
Added 34.65%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
465
shares
|
$79,170
0.04% of portfolio
|
Q2 2025
Added 66.07%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
456
shares
|
$77,638
0.0% of portfolio
|
Q1 2025
Reduced 78.1%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
453
shares
|
$77,127
0.01% of portfolio
|
Q3 2019
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
451
shares
|
$76,787
0.0% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
450
shares
|
$76,617
0.05% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
444
shares
|
$75,595
0.02% of portfolio
|
Q2 2025
Added 32.93%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
438
shares
|
$74,573
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
437
shares
|
$74,403
0.01% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
424
shares
|
$72,190
0.05% of portfolio
|
Q4 2024
Reduced 23.05%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
422
shares
|
$71,849
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Tacita Capital Inc
Toronto, A6 |
Aug 07, 2025 Q2 2025 |
420
shares
|
$71,509
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Aug 04, 2025 Q2 2025 |
420
shares
|
$71,509
0.05% of portfolio
|
Q3 2024
Reduced 94.5%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
419
shares
|
$71,338
0.01% of portfolio
|
Q2 2025
Added 21.8%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
418
shares
|
$71,168
0.01% of portfolio
|
Q4 2023
Added 0.24%
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
409
shares
|
$69,636
0.09% of portfolio
|
Q2 2025
Reduced 40.81%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
407
shares
|
$69,295
0.01% of portfolio
|
Q2 2025
Added 6.54%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
407
shares
|
$69,295
0.01% of portfolio
|
Q2 2025
Reduced 7.92%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
405
shares
|
$68,955
0.0% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
400
shares
|
$68,104
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Lavaca Capital LLC
Houston, TX |
Aug 28, 2025 Q2 2025 |
400
shares
|
$68,104
0.02% of portfolio
|
Q2 2025
Reduced 76.06%
|