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 |
|---|---|---|---|---|---|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
25
shares
|
$3,627
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Xy Capital LTD
Central, K3 |
May 12, 2025 Q1 2025 |
25
shares
|
$3,627
0.0% of portfolio
|
Q1 2025
Reduced 58.33%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
25
shares
|
$3,627
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
22
shares
|
$3,192
0.0% of portfolio
|
Q2 2023
Reduced 68.12%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
22
shares
|
$3,192
0.0% of portfolio
|
Q1 2025
Reduced 92.2%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
22
shares
|
$3,192
0.0% of portfolio
|
Q2 2025
Added 15.79%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
21
shares
|
$3,047
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
21
shares
|
$3,047
0.0% of portfolio
|
Q3 2022
Reduced 25.0%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
21
shares
|
$3,047
0.0% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
20
shares
|
$2,902
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
20
shares
|
$2,902
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
20
shares
|
$2,902
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
19
shares
|
$2,757
0.0% of portfolio
|
Q2 2025
Added 171.43%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
19
shares
|
$2,757
0.0% of portfolio
|
Q2 2024
Reduced 20.83%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2025 Q1 2025 |
19
shares
|
$2,757
0.15% of portfolio
|
Q1 2025
Reduced 9.52%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
18
shares
|
$2,611
0.0% of portfolio
|
Q1 2025
Added 12.5%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
18
shares
|
$2,611
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
18
shares
|
$2,611
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
16
shares
|
$2,321
0.0% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
16
shares
|
$2,321
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
15
shares
|
$2,176
0.0% of portfolio
|
Q3 2023
Reduced 78.57%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
15
shares
|
$2,176
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
15
shares
|
$2,176
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
15
shares
|
$2,176
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
15
shares
|
$2,176
0.0% of portfolio
|
Q2 2023
Added 7.14%
|