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 |
|---|---|---|---|---|---|
|
Allianz Se
Munich, 2M |
May 09, 2025 Q1 2025 |
57
shares
|
$8,271
0.0% of portfolio
|
Q3 2024
Closed
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
56
shares
|
$8,126
0.0% of portfolio
|
Q1 2025
Added 60.0%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
52
shares
|
$7,545
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
51
shares
|
$7,400
0.0% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
50
shares
|
$7,255
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
49
shares
|
$7,110
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
48
shares
|
$6,965
0.0% of portfolio
|
Q3 2024
Reduced 18.64%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
46
shares
|
$6,675
0.0% of portfolio
|
Q2 2024
Added 2.22%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
46
shares
|
$6,675
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
45
shares
|
$6,529
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
42
shares
|
$6,094
0.0% of portfolio
|
Q3 2024
Added 740.0%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
40
shares
|
$5,804
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
39
shares
|
$5,659
0.0% of portfolio
|
Q2 2025
Added 18.18%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
38
shares
|
$5,514
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
36
shares
|
$5,223
0.01% of portfolio
|
Q1 2025
Added 300.0%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
35
shares
|
$5,078
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
34
shares
|
$4,933
0.0% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
34
shares
|
$4,933
0.0% of portfolio
|
Q1 2025
Reduced 17.07%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
34
shares
|
$4,933
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
30
shares
|
$4,353
0.0% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
30
shares
|
$4,353
0.0% of portfolio
|
Q2 2024
Reduced 34.78%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
29
shares
|
$4,208
0.0% of portfolio
|
Q2 2025
Reduced 78.36%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
27
shares
|
$3,917
0.0% of portfolio
|
Q1 2025
Added 22.73%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
26
shares
|
$3,772
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
25
shares
|
$3,627
0.0% of portfolio
|
Q4 2024
Reduced 66.67%
|