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 |
|---|---|---|---|---|---|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
7,126
shares
|
$960,157
0.03% of portfolio
|
Q4 2024
Added 10.09%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
7,096
shares
|
$956,115
0.06% of portfolio
|
Q4 2024
Reduced 8.67%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
7,076
shares
|
$953,420
0.2% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
7,011
shares
|
$944,662
0.21% of portfolio
|
Q3 2024
Added 16.73%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
7,000
shares
|
$943,180
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
6,989
shares
|
$941,697
0.07% of portfolio
|
Q4 2024
Reduced 30.77%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
6,934
shares
|
$934,287
0.24% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
6,883
shares
|
$927,415
0.02% of portfolio
|
Q4 2024
Added 38.1%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Jan 31, 2025 Q4 2024 |
6,871
shares
|
$925,798
0.5% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
6,766
shares
|
$911,650
0.03% of portfolio
|
Q4 2024
Reduced 29.84%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
6,722
shares
|
$905,722
0.17% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
6,701
shares
|
$902,892
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
6,662
shares
|
$897,637
0.16% of portfolio
|
Q2 2024
Reduced 30.01%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
6,595
shares
|
$888,610
0.04% of portfolio
|
Q4 2024
Added 30.03%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
6,584
shares
|
$887,128
0.07% of portfolio
|
Q4 2024
Added 13.75%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
6,580
shares
|
$886,589
0.04% of portfolio
|
Q4 2024
Added 5.38%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Feb 14, 2025 Q4 2024 |
6,579
shares
|
$886,454
0.11% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
6,550
shares
|
$882,547
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Ostrum Asset Management
Paris, I0 |
Feb 13, 2025 Q4 2024 |
6,512
shares
|
$877,426
0.07% of portfolio
|
Q4 2024
Reduced 3.97%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
6,499
shares
|
$875,675
0.03% of portfolio
|
Q4 2024
Reduced 15.59%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
6,407
shares
|
$863,279
0.05% of portfolio
|
Q2 2022
Added 0.3%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
6,393
shares
|
$861,392
0.04% of portfolio
|
Q4 2024
Added 26.47%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
6,392
shares
|
$861,258
0.2% of portfolio
|
Q4 2024
Added 10.34%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
6,365
shares
|
$857,620
0.07% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Financial Advisors Network, Inc.
|
Feb 14, 2025 Q4 2024 |
6,362
shares
|
$857,215
0.13% of portfolio
|
Q4 2024
Added 191.17%
|