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 |
|---|---|---|---|---|---|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
30
shares
|
$5,107
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
29
shares
|
$4,937
0.0% of portfolio
|
Q2 2025
Reduced 78.36%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
28
shares
|
$4,767
0.0% of portfolio
|
Q2 2025
Reduced 92.16%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
27
shares
|
$4,597
0.0% of portfolio
|
Q2 2025
Reduced 25.93%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
26
shares
|
$4,426
0.0% of portfolio
|
Q2 2025
Reduced 23.53%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
26
shares
|
$4,426
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
25
shares
|
$4,256
0.0% of portfolio
|
Q4 2024
Reduced 66.67%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
25
shares
|
$4,256
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
23
shares
|
$3,915
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
22
shares
|
$3,745
0.0% of portfolio
|
Q2 2023
Reduced 68.12%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
22
shares
|
$3,745
0.0% of portfolio
|
Q2 2025
Added 15.79%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
21
shares
|
$3,575
0.0% of portfolio
|
Q3 2022
Reduced 25.0%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
21
shares
|
$3,575
0.0% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
20
shares
|
$3,405
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
20
shares
|
$3,405
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
20
shares
|
$3,405
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
19
shares
|
$3,234
0.0% of portfolio
|
Q2 2025
Added 171.43%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
19
shares
|
$3,234
0.0% of portfolio
|
Q2 2024
Reduced 20.83%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Oct 01, 2025 Q3 2025 |
18
shares
|
$3,064
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
17
shares
|
$2,894
0.0% of portfolio
|
Q2 2025
Reduced 5.56%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
17
shares
|
$2,894
0.0% of portfolio
|
Q2 2025
Added 88.89%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
17
shares
|
$2,894
0.0% of portfolio
|
Q2 2025
Added 6.25%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
16
shares
|
$2,724
0.0% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
15
shares
|
$2,553
0.0% of portfolio
|
Q3 2023
Reduced 78.57%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
15
shares
|
$2,553
0.0% of portfolio
|
Q2 2024
New holding
|