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 |
|---|---|---|---|---|---|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
38
shares
|
$6,906
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gleason Group, Inc.
|
Jan 15, 2026 Q4 2025 |
37
shares
|
$6,725
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
36
shares
|
$6,543
0.01% of portfolio
|
Q1 2025
Added 300.0%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
35
shares
|
$6,361
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
35
shares
|
$6,361
0.0% of portfolio
|
Q2 2025
Added 118.75%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
32
shares
|
$5,816
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Jan 05, 2026 Q4 2025 |
31
shares
|
$5,634
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
30
shares
|
$5,452
0.0% of portfolio
|
Q2 2024
Reduced 34.78%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
30
shares
|
$5,452
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
29
shares
|
$5,271
0.0% of portfolio
|
Q2 2025
Reduced 78.36%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
28
shares
|
$5,089
0.0% of portfolio
|
Q2 2025
Reduced 92.16%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
27
shares
|
$4,907
0.0% of portfolio
|
Q3 2025
Reduced 99.26%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
27
shares
|
$4,907
0.0% of portfolio
|
Q3 2025
Added 68.75%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
26
shares
|
$4,725
0.0% of portfolio
|
Q2 2025
Reduced 23.53%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
26
shares
|
$4,725
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
25
shares
|
$4,544
0.0% of portfolio
|
Q4 2024
Reduced 66.67%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
24
shares
|
$4,362
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
24
shares
|
$4,362
0.0% of portfolio
|
Q4 2025
Added 4.35%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
23
shares
|
$4,180
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
22
shares
|
$3,998
0.0% of portfolio
|
Q2 2023
Reduced 68.12%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
22
shares
|
$3,998
0.0% of portfolio
|
Q3 2025
Added 15.79%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
21
shares
|
$3,816
0.0% of portfolio
|
Q3 2022
Reduced 25.0%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
21
shares
|
$3,816
0.0% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
20
shares
|
$3,635
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
20
shares
|
$3,635
0.0% of portfolio
|
Q2 2023
New holding
|
|