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 1,607 institutions that hold shares in the stock, with a total of 256 Million shares, which have been reported (via 13F filing form) to have a value of $36.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
21
shares
|
$2,959
0.0% of portfolio
|
Q3 2022
Reduced 25.0%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
20
shares
|
$2,818
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
19
shares
|
$2,677
0.0% of portfolio
|
Q1 2024
Reduced 67.8%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
19
shares
|
$2,677
0.0% of portfolio
|
Q2 2024
Reduced 20.83%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
16
shares
|
$2,254
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
16
shares
|
$2,254
0.0% of portfolio
|
Q1 2024
Reduced 87.68%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
15
shares
|
$2,113
0.0% of portfolio
|
Q3 2023
Reduced 78.57%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
15
shares
|
$2,113
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
15
shares
|
$2,113
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
15
shares
|
$2,113
0.0% of portfolio
|
Q2 2023
Added 7.14%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
15
shares
|
$2,113
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
13
shares
|
$1,831
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
13
shares
|
$1,831
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
13
shares
|
$1,831
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
13
shares
|
$1,831
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
12
shares
|
$1,690
0.0% of portfolio
|
Q4 2022
Reduced 53.85%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
12
shares
|
$1,690
0.0% of portfolio
|
Q2 2024
Reduced 93.44%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
12
shares
|
$1,690
0.0% of portfolio
|
Q4 2023
Reduced 95.76%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
9
shares
|
$1,268
0.0% of portfolio
|
Q3 2024
Reduced 30.77%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
8
shares
|
$1,127
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
8
shares
|
$1,127
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
7
shares
|
$986
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
7
shares
|
$986
0.0% of portfolio
|
Q3 2024
Reduced 99.68%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
7
shares
|
$986
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
5
shares
|
$704
0.0% of portfolio
|
Q3 2024
New holding
|