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 |
|---|---|---|---|---|---|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
3,705
shares
|
$673,420
0.04% of portfolio
|
Q3 2025
Reduced 42.8%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2025 Q3 2025 |
3,692
shares
|
$671,057
0.04% of portfolio
|
Q2 2025
Added 9.65%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Oct 20, 2025 Q3 2025 |
3,686
shares
|
$669,967
0.24% of portfolio
|
Q3 2025
Reduced 6.14%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
3,680
shares
|
$668,876
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
3,665
shares
|
$666,150
0.01% of portfolio
|
Q3 2025
Added 3565.0%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
3,648
shares
|
$663,060
0.19% of portfolio
|
Q3 2025
Added 98.69%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Nov 07, 2025 Q3 2025 |
3,642
shares
|
$661,969
0.36% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
3,627
shares
|
$659,243
0.02% of portfolio
|
Q3 2025
Added 9.64%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
3,604
shares
|
$655,063
0.04% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
3,601
shares
|
$654,517
0.07% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
3,596
shares
|
$653,608
0.04% of portfolio
|
Q3 2025
Added 5.76%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
3,595
shares
|
$653,427
0.1% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
3,583
shares
|
$651,246
0.01% of portfolio
|
Q3 2025
Added 12.67%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
3,571
shares
|
$649,064
0.22% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
3,569
shares
|
$648,701
0.04% of portfolio
|
Q3 2025
Added 200.17%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
3,562
shares
|
$647,429
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Brave Asset Management Inc
|
Jan 08, 2026 Q4 2025 |
3,555
shares
|
$646,156
0.14% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
3,553
shares
|
$645,793
0.01% of portfolio
|
Q3 2025
Reduced 88.18%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
3,552
shares
|
$645,611
0.0% of portfolio
|
Q3 2025
Reduced 28.2%
|
|
|
Ossiam
Paris, I0 |
Nov 14, 2025 Q3 2025 |
3,537
shares
|
$642,885
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Jul 24, 2025 Q2 2025 |
3,527
shares
|
$641,067
0.38% of portfolio
|
Q2 2025
Added 11.12%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
3,524
shares
|
$640,522
0.03% of portfolio
|
Q3 2025
Reduced 16.02%
|
|
|
Oppenheimer & Close, LLC
|
Nov 10, 2025 Q3 2025 |
3,512
shares
|
$638,341
0.5% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Nikko Asset Management Americas, Inc.
|
Nov 12, 2025 Q3 2025 |
3,511
shares
|
$638,159
0.01% of portfolio
|
Q2 2025
Added 29.08%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
3,492
shares
|
$634,705
0.04% of portfolio
|
Q3 2025
Added 32.02%
|
|