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 1,652 institutions that hold shares in the stock, with a total of 262 Million shares, which have been reported (via 13F filing form) to have a value of $35.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
9,674
shares
|
$1.3 Million
0.1% of portfolio
|
Q4 2024
Added 16.09%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
9,656
shares
|
$1.3 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
9,652
shares
|
$1.3 Million
0.63% of portfolio
|
Q4 2024
Added 4.19%
|
|
|
Wambolt & Associates, LLC
|
Feb 11, 2025 Q4 2024 |
9,609
shares
|
$1.29 Million
0.38% of portfolio
|
Q4 2024
Reduced 12.57%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
9,601
shares
|
$1.29 Million
0.0% of portfolio
|
Q4 2024
Reduced 40.2%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
9,575
shares
|
$1.29 Million
0.36% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Allstate Corp
Northbrook, IL |
Feb 12, 2025 Q4 2024 |
9,563
shares
|
$1.29 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
9,539
shares
|
$1.29 Million
0.06% of portfolio
|
Q4 2024
Added 11.7%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
9,526
shares
|
$1.28 Million
0.19% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
9,500
shares
|
$1.28 Million
0.02% of portfolio
|
Q4 2022
Added 19.17%
|
|
|
Pitcairn CO
Jenkintown, PA |
Feb 12, 2025 Q4 2024 |
9,454
shares
|
$1.27 Million
0.07% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
9,432
shares
|
$1.27 Million
0.66% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
9,390
shares
|
$1.27 Million
0.22% of portfolio
|
Q3 2024
Added 7.16%
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
9,381
shares
|
$1.26 Million
0.14% of portfolio
|
Q4 2024
Reduced 27.58%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
9,291
shares
|
$1.25 Million
0.06% of portfolio
|
Q4 2024
Reduced 16.15%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,280
shares
|
$1.25 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
9,269
shares
|
$1.25 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
9,250
shares
|
$1.25 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
9,192
shares
|
$1.24 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
9,135
shares
|
$1.23 Million
0.02% of portfolio
|
Q4 2024
Reduced 19.26%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
9,064
shares
|
$1.22 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.93%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
9,017
shares
|
$1.21 Million
0.0% of portfolio
|
Q4 2024
Added 29.18%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Feb 14, 2025 Q4 2024 |
9,010
shares
|
$1.21 Million
0.17% of portfolio
|
Q4 2024
Added 352.08%
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
8,977
shares
|
$1.21 Million
0.28% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Feb 14, 2025 Q4 2024 |
8,963
shares
|
$1.21 Million
0.26% of portfolio
|
Q4 2024
Reduced 11.17%
|