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 |
|---|---|---|---|---|---|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
268
shares
|
$38,889
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
268
shares
|
$38,889
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
252
shares
|
$36,567
0.01% of portfolio
|
Q3 2023
Added 17.76%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
250
shares
|
$36,277
0.0% of portfolio
|
Q1 2025
Reduced 31.32%
|
|
|
Wilen Investment Management Corp.
|
Nov 14, 2022 Q3 2022 |
250
shares
|
$36,277
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
250
shares
|
$36,277
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
249
shares
|
$36,132
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
237
shares
|
$34,391
0.0% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
236
shares
|
$34,245
0.01% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
234
shares
|
$33,955
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
233
shares
|
$33,810
0.01% of portfolio
|
Q1 2025
Reduced 33.81%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
228
shares
|
$33,085
0.0% of portfolio
|
Q1 2025
Reduced 11.63%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
219
shares
|
$31,779
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
213
shares
|
$30,908
0.01% of portfolio
|
Q1 2025
Added 156.63%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
210
shares
|
$30,473
0.01% of portfolio
|
Q3 2023
Added 5.0%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
208
shares
|
$30,182
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
207
shares
|
$30,037
0.01% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
204
shares
|
$29,602
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
200
shares
|
$29,022
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
200
shares
|
$29,022
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
191
shares
|
$27,716
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
182
shares
|
$26,410
0.01% of portfolio
|
Q1 2025
Added 119.28%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
181
shares
|
$26,264
0.01% of portfolio
|
Q4 2024
Added 16.77%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
175
shares
|
$25,394
0.01% of portfolio
|
Q3 2021
Reduced 26.16%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
173
shares
|
$25,104
0.02% of portfolio
|
Q1 2025
Added 86.02%
|