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 1,688 institutions that hold shares in the stock, with a total of 268 Million shares, which have been reported (via 13F filing form) to have a value of $39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
393
shares
|
$57,028
0.02% of portfolio
|
Q1 2025
Added 702.04%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
392
shares
|
$56,883
0.02% of portfolio
|
Q4 2024
Added 96.0%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
391
shares
|
$56,738
0.01% of portfolio
|
Q1 2025
Reduced 90.47%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
382
shares
|
$55,432
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
367
shares
|
$53,255
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
361
shares
|
$52,384
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
357
shares
|
$51,804
0.01% of portfolio
|
Q4 2024
Added 8.51%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
355
shares
|
$51,514
0.0% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
351
shares
|
$50,933
0.0% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
350
shares
|
$50,788
0.0% of portfolio
|
Q3 2024
Reduced 17.65%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
347
shares
|
$50,353
0.01% of portfolio
|
Q1 2025
Reduced 25.05%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
335
shares
|
$48,611
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
334
shares
|
$48,466
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
333
shares
|
$48,321
0.01% of portfolio
|
Q1 2025
Added 39.92%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
333
shares
|
$48,321
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
333
shares
|
$48,321
0.02% of portfolio
|
Q4 2024
Added 122.0%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
322
shares
|
$46,725
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
311
shares
|
$45,129
0.0% of portfolio
|
Q1 2025
Reduced 16.17%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
300
shares
|
$43,533
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
300
shares
|
$43,533
0.08% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
292
shares
|
$42,372
0.01% of portfolio
|
Q1 2025
Reduced 60.05%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
291
shares
|
$42,227
0.01% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
280
shares
|
$40,630
0.03% of portfolio
|
Q4 2024
Reduced 43.43%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
271
shares
|
$39,324
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
270
shares
|
$39,179
0.02% of portfolio
|
Q2 2022
Reduced 1.46%
|