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 |
|---|---|---|---|---|---|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
124
shares
|
$21,112
0.01% of portfolio
|
Q2 2025
Added 65.33%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
124
shares
|
$21,112
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
123
shares
|
$20,941
0.01% of portfolio
|
Q3 2024
Added 310.0%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
120
shares
|
$20,431
0.03% of portfolio
|
Q4 2022
Reduced 14.29%
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
117
shares
|
$19,920
0.01% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
113
shares
|
$19,239
0.0% of portfolio
|
Q2 2025
Reduced 31.93%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
112
shares
|
$19,069
0.01% of portfolio
|
Q3 2020
Reduced 89.92%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
112
shares
|
$19,069
0.0% of portfolio
|
Q2 2025
Reduced 22.22%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
110
shares
|
$18,728
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
109
shares
|
$18,558
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
106
shares
|
$18,047
0.0% of portfolio
|
Q2 2025
Reduced 54.51%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
104
shares
|
$17,707
0.0% of portfolio
|
Q3 2024
Added 38.67%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
103
shares
|
$17,536
0.0% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
102
shares
|
$17,366
0.0% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
101
shares
|
$17,196
0.0% of portfolio
|
Q4 2020
Reduced 47.94%
|
|
|
Marshall & Sullivan Inc
|
Jul 11, 2025 Q2 2025 |
100
shares
|
$17,026
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
100
shares
|
$17,026
0.0% of portfolio
|
Q2 2023
Reduced 53.05%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
100
shares
|
$17,026
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
100
shares
|
$17,026
0.0% of portfolio
|
Q4 2022
Reduced 20.0%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
100
shares
|
$17,026
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.
Warszawa, R9 |
Jul 29, 2025 Q2 2025 |
100
shares
|
$17,026
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
100
shares
|
$17,026
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
100
shares
|
$17,026
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
95
shares
|
$16,174
0.0% of portfolio
|
Q2 2025
Reduced 31.65%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
94
shares
|
$16,004
0.0% of portfolio
|
Q2 2025
Added 91.84%
|