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 |
|---|---|---|---|---|---|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
512
shares
|
$93,061
0.01% of portfolio
|
Q2 2021
Added 42.22%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
500
shares
|
$90,880
0.0% of portfolio
|
Q3 2025
Added 42.45%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
500
shares
|
$90,880
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
500
shares
|
$90,880
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
500
shares
|
$90,880
0.0% of portfolio
|
Q4 2024
Reduced 13.04%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
499
shares
|
$90,698
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
495
shares
|
$89,971
0.03% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
493
shares
|
$89,607
0.01% of portfolio
|
Q3 2025
Reduced 19.58%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
489
shares
|
$88,880
0.02% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
484
shares
|
$87,971
0.02% of portfolio
|
Q3 2025
Added 9.01%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
479
shares
|
$87,063
0.05% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
478
shares
|
$86,881
0.01% of portfolio
|
Q3 2024
Added 34.65%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
476
shares
|
$86,517
0.01% of portfolio
|
Q3 2025
Added 16.95%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
470
shares
|
$85,427
0.01% of portfolio
|
Q3 2025
Reduced 19.8%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
453
shares
|
$82,337
0.01% of portfolio
|
Q3 2019
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
452
shares
|
$82,155
0.01% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
450
shares
|
$81,792
0.05% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
450
shares
|
$81,792
0.03% of portfolio
|
Q3 2025
Added 105.48%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
445
shares
|
$80,883
0.0% of portfolio
|
Q3 2025
Added 9.88%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
434
shares
|
$78,883
0.0% of portfolio
|
Q3 2025
Reduced 52.15%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
434
shares
|
$78,883
0.06% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
424
shares
|
$77,066
0.05% of portfolio
|
Q4 2024
Reduced 23.05%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
422
shares
|
$76,702
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
420
shares
|
$76,339
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
418
shares
|
$75,975
0.01% of portfolio
|
Q4 2023
Added 0.24%
|
|