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 1,812 institutions that hold shares in the stock, with a total of 254 Million shares, which have been reported (via 13F filing form) to have a value of $46.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
11,239
shares
|
$2.04 Million
0.21% of portfolio
|
Q3 2025
Added 7.3%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
11,230
shares
|
$2.04 Million
0.03% of portfolio
|
Q3 2025
Added 28.42%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 12, 2025 Q3 2025 |
11,222
shares
|
$2.04 Million
1.25% of portfolio
|
Q3 2025
Reduced 24.69%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
11,179
shares
|
$2.03 Million
0.03% of portfolio
|
Q3 2025
Added 16.57%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jan 15, 2026 Q4 2025 |
11,142
shares
|
$2.03 Million
0.33% of portfolio
|
Q4 2025
Reduced 4.01%
|
|
|
Paragon Capital Management Inc
Provo, UT |
Oct 15, 2025 Q3 2025 |
10,948
shares
|
$1.99 Million
1.39% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
10,944
shares
|
$1.99 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
10,942
shares
|
$1.99 Million
0.17% of portfolio
|
Q3 2022
Reduced 13.25%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
10,905
shares
|
$1.98 Million
0.07% of portfolio
|
Q4 2025
Reduced 6.48%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
10,902
shares
|
$1.98 Million
0.22% of portfolio
|
Q4 2025
Added 6.96%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
10,891
shares
|
$1.98 Million
0.02% of portfolio
|
Q3 2025
Reduced 65.73%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
10,844
shares
|
$1.97 Million
0.03% of portfolio
|
Q2 2024
Reduced 1.7%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
10,805
shares
|
$1.96 Million
0.77% of portfolio
|
Q3 2025
Added 14.85%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
10,741
shares
|
$1.95 Million
0.03% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
Access Financial Services, Inc.
|
Oct 20, 2025 Q3 2025 |
10,674
shares
|
$1.94 Million
0.88% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
First Merchants Corp
|
Jan 12, 2026 Q4 2025 |
10,658
shares
|
$1.94 Million
0.13% of portfolio
|
Q4 2025
Reduced 5.96%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
10,641
shares
|
$1.93 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Threadgill Financial, LLC
|
Jan 08, 2026 Q4 2025 |
10,585
shares
|
$1.92 Million
0.81% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
10,578
shares
|
$1.92 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
10,499
shares
|
$1.91 Million
0.05% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
Affinity Investment Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
10,488
shares
|
$1.91 Million
1.22% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
10,409
shares
|
$1.89 Million
0.05% of portfolio
|
Q2 2025
Reduced 34.18%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
10,395
shares
|
$1.89 Million
0.03% of portfolio
|
Q4 2025
Added 62.57%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Oct 02, 2025 Q3 2025 |
10,373
shares
|
$1.89 Million
0.38% of portfolio
|
Q3 2025
Added 4.98%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
10,362
shares
|
$1.88 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|