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 1,651 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 $36.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
3,204
shares
|
$445,804
0.04% of portfolio
|
Q4 2024
Reduced 6.94%
|
|
|
Phoenix Wealth Advisors
|
Jan 17, 2025 Q4 2024 |
3,200
shares
|
$445,247
0.17% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Sather Financial Group Inc
|
Jan 29, 2025 Q4 2024 |
3,194
shares
|
$444,413
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
3,187
shares
|
$443,439
0.2% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
3,174
shares
|
$441,630
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jan 30, 2025 Q4 2024 |
3,174
shares
|
$441,630
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
3,171
shares
|
$441,212
0.07% of portfolio
|
Q4 2024
Added 82.56%
|
|
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
Jan 16, 2025 Q4 2024 |
3,149
shares
|
$438,151
0.2% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
3,138
shares
|
$436,621
0.16% of portfolio
|
Q4 2024
Reduced 7.32%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
3,129
shares
|
$435,369
0.03% of portfolio
|
Q4 2023
Reduced 20.18%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
3,125
shares
|
$434,812
0.17% of portfolio
|
Q4 2024
Reduced 7.41%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
3,119
shares
|
$433,977
0.06% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
3,118
shares
|
$433,838
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
3,084
shares
|
$429,107
0.2% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
3,082
shares
|
$428,829
0.01% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
3,049
shares
|
$424,237
0.09% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
3,044
shares
|
$423,542
0.04% of portfolio
|
Q4 2024
Added 14.09%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Feb 13, 2025 Q4 2024 |
3,030
shares
|
$421,594
0.02% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
3,030
shares
|
$421,594
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
3,029
shares
|
$421,455
0.01% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
3,010
shares
|
$418,811
0.15% of portfolio
|
Q4 2024
Added 26.15%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
3,007
shares
|
$418,393
0.1% of portfolio
|
Q4 2024
Reduced 11.45%
|
|
|
Magnolia Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
3,000
shares
|
$417,419
0.29% of portfolio
|
Q3 2021
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
3,000
shares
|
$417,419
0.05% of portfolio
|
Q4 2024
Reduced 8.68%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
2,997
shares
|
$417,002
0.03% of portfolio
|
Q4 2024
Added 57.82%
|