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Valero Energy (VLO) Institutional Ownership

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$110.36 -0.34 (-0.31%)
As of 04/14/2025 03:59 PM Eastern

Institutional Ownership Changes (13F Filings) for Valero Energy (NYSE:VLO)

Current
Institutional Ownership
Percentage
78.69%
Number of
Institutional Buyers
(last 12 months)
907
Total
Institutional Inflows
(last 12 months)
$4.91B
Number of
Institutional Sellers
(last 12 months)
700
Total
Institutional Outflows
(last 12 months)
$3.29B
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VLO Institutional Buying and Selling by Quarter

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Valero Energy Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/14/2025NewSquare Capital LLC36,190$4.72M0.4%-0.7%0.011%
4/14/2025Wesbanco Bank Inc.7,815$1.03M0.0%+9.7%0.002%
4/14/2025First Citizens Bank & Trust Co.10,142$1.34M0.0%-3.8%0.003%
4/14/2025Capital Investment Advisors LLC48,012$6.34M0.1%-31.5%0.015%
4/14/2025Tilia Fiduciary Partners Inc.16,707$2.21M1.5%+7.4%0.005%
4/14/2025Central Bank & Trust Co.37,860$5M0.8%-3.0%0.012%
4/14/2025Bangor Savings Bank4,785$632K0.1%-5.4%0.002%
4/14/2025Park Avenue Securities LLC16,220$2.14M0.0%+18.2%0.005%
4/14/2025OLD National Bancorp IN14,177$1.87M0.0%-6.6%0.005%
4/14/2025City Center Advisors LLC2,235$295K0.3%-19.3%0.001%
4/14/2025ARS Wealth Advisors Group LLC2,900$383K0.1%-3.3%0.001%
4/14/2025Wedmont Private Capital5,757$760K0.0%-12.5%0.002%
4/14/2025Orrstown Financial Services Inc.1,699$224K0.1%N/A0.001%
4/14/2025Sivia Capital Partners LLC1,707$225K0.1%N/A0.001%
4/11/2025Lake Hills Wealth Management LLC3,141$415K0.3%-4.6%0.001%
4/11/2025Gateway Investment Advisers LLC17,640$2.33M0.0%+27.7%0.006%
4/11/2025Independence Bank of Kentucky2,660$351K0.1%-14.7%0.001%
4/11/2025First National Corp MA ADV3,341$441K0.1%-11.9%0.001%
4/11/2025SeaCrest Wealth Management LLC11,090$1.47M0.2%+3.3%0.004%
4/11/2025Procyon Advisors LLC6,606$872K0.1%N/A0.002%
4/11/2025Intellectus Partners LLC10,826$1.43M0.4%+8.9%0.003%
4/11/2025Stablepoint Partners LLC11,942$1.58M0.3%+2.1%0.004%
4/11/2025Hudson Capital Management LLC33,511$4.43M1.3%+5.4%0.011%
4/11/2025Generali Investments Management Co LLC2,061$272K0.1%-6.4%0.001%
4/11/2025Annex Advisory Services LLC40,943$5.41M0.2%-20.4%0.013%
4/10/2025 Diligent Investors LLC2,888$381K0.1%+9.5%0.001%
4/10/2025 Lmcg Investments LLC66,230$8.75M0.6%+1.1%0.021%
4/10/2025 Portside Wealth Group LLC2,146$263K0.0%N/A0.001%
4/10/2025 Sendero Wealth Management LLC20,198$2.67M0.4%+11.0%0.006%
4/10/2025 Greenfield Savings Bank8,067$1.07M0.5%-5.5%0.003%
4/10/2025 Hennion & Walsh Asset Management Inc.6,523$861K0.0%+2.9%0.002%
4/10/2025 Romano Brothers AND Company4,399$581K0.1%-7.4%0.001%
4/9/2025 Bank & Trust Co14,645$1.93M1.6%-2.7%0.005%
4/9/2025 Sentry Investment Management LLC967$128K0.1%-23.0%0.000%
4/9/2025 Kwmg LLC87,221$11.52M1.2%+1.3%0.028%
4/9/2025 Merit Financial Group LLC13,849$1.83M0.0%+101.2%0.004%
4/9/2025 Gradient Investments LLC4,186$553K0.0%-9.4%0.001%
4/9/2025 NBC Securities Inc.4,104$542K0.0%+102,500.0%0.001%
4/9/2025 Fiduciary Alliance LLC3,818$504K0.0%+25.4%0.001%
4/9/2025 Douglas Lane & Associates LLC31,028$4.10M0.1%+1.6%0.010%
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4/9/2025 Wright Investors Service Inc.4,361$576K0.2%-3.7%0.001%
4/9/2025 American National Bank & Trust53,467$7.06M0.8%+2.8%0.017%
4/9/2025 Czech National Bank72,714$9.60M0.1%+5.9%0.023%
4/8/2025 Rhumbline Advisers630,362$83.25M0.1%-0.8%0.200%
4/8/2025 Fifth Third Wealth Advisors LLC12,357$1.63M0.1%+4.8%0.004%
4/8/2025 Rothschild Investment LLC6,298$832K0.1%+5.1%0.002%
4/8/2025 S.E.E.D. Planning Group LLC33,530$4.43M1.5%-4.2%0.011%
4/8/2025 Parallel Advisors LLC4,475$591K0.0%+14.4%0.001%
4/7/2025 GoalVest Advisory LLC8,858$1.17M0.3%+27.7%0.003%
4/7/2025 GAMMA Investing LLC1,355,699$179.05M0.0%+15,395.5%0.430%
4/4/2025 Farmers Trust Co.31,148$4.11M0.8%+1,019.2%0.010%
4/4/2025 Moody National Bank Trust Division10,417$1.38M0.1%+5.9%0.003%
4/3/2025 Versant Capital Management Inc1,786$236K0.0%+17.4%0.001%
4/3/2025 Central Pacific Bank Trust Division2,897$383K0.1%+315.0%0.001%
4/3/2025 Adirondack Trust Co.4,910$648K0.3%-5.7%0.002%
4/3/2025 Collective Family Office LLC5,139$679K0.2%-2.5%0.002%
4/1/2025 MassMutual Private Wealth & Trust FSB38,945$5.14M0.1%+1.0%0.012%
3/24/2025Fulcrum Equity Management3,822$469K0.5%-53.8%0.001%
3/24/2025Mascagni Wealth Management Inc.1,218$149K0.1%N/A0.000%
3/18/2025California State Teachers Retirement System380,723$46.67M0.1%-32.9%0.121%
3/17/2025Wealth Enhancement Advisory Services LLC136,413$16.72M0.0%+32.8%0.043%
3/17/2025NorthCrest Asset Manangement LLC105,904$12.98M0.4%+2.0%0.034%
3/12/2025Centaurus Financial Inc.2,532$310K0.0%-11.1%0.001%
3/10/2025Mattson Financial Services LLC282$38K0.0%-41.7%0.000%
3/4/2025Siemens Fonds Invest GmbH55,196$6.77M0.3%+350.0%0.017%
2/28/2025Total Wealth Planning & Management Inc.2,822$346K0.3%N/A0.001%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH802,478$98.38M0.2%N/A0.253%
2/27/2025Pinnacle Wealth Planning Services Inc.5,463$670K0.1%-11.5%0.002%
2/26/2025Capital A Wealth Management LLC708$87K0.1%N/A0.000%
2/25/2025Heck Capital Advisors LLC4,281$525K0.0%N/A0.001%
2/25/2025B. Riley Wealth Advisors Inc.12,537$1.54M0.1%+8.0%0.004%
2/25/2025Integrated Advisors Network LLC21,624$2.65M0.1%+285.2%0.007%
2/25/2025Garde Capital Inc.1,015$124K0.0%+24.5%0.000%
2/24/2025Ameriflex Group Inc.219$29K0.0%N/A0.000%
2/21/2025Ascent Group LLC5,710$700K0.1%+26.4%0.002%
2/20/2025Mackenzie Financial Corp130,551$16.00M0.0%+1.6%0.041%
2/20/2025Forum Financial Management LP6,361$780K0.0%+2.4%0.002%
2/20/2025Michels Family Financial LLC2,260$277K0.3%N/A0.001%
2/20/2025Peak Retirement Planning Inc.6,701$822K0.6%N/A0.002%
2/19/2025Toronto Dominion Bank107,334$13.16M0.0%-0.8%0.034%
2/19/2025Auxier Asset Management57,055$6.99M1.1%-3.6%0.018%
2/19/2025Invst LLC8,732$1.07M0.1%-6.4%0.003%
2/19/2025GF Fund Management CO. LTD.60,942$7.47M0.2%N/A0.019%
2/19/2025Public Employees Retirement System of Ohio162,766$19.95M0.1%-4.0%0.051%
2/18/2025Strait & Sound Wealth Management LLC3,917$480K0.2%+39.4%0.001%
2/18/2025Sunbelt Securities Inc.24,598$2.94M0.3%-0.7%0.008%
2/18/2025GTS Securities LLC10,846$1.33M0.1%-65.7%0.003%
2/18/2025Fourth Dimension Wealth LLC700$86K0.0%N/A0.000%
2/18/2025Vise Technologies Inc.4,775$585K0.0%+57.0%0.002%
2/18/2025City National Bank of Florida MSD2,834$347K0.3%N/A0.001%
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If I’m right about this (like I was before) a modest $900 investment…
2/18/2025MidWestOne Financial Group Inc.6,579$807K0.1%-2.4%0.002%
2/18/2025Focus Partners Advisor Solutions LLC7,884$967K0.0%+130.0%0.002%
2/18/2025Continuum Advisory LLC1,136$139K0.0%-15.4%0.000%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,095,594$256.90M0.1%-17.1%0.662%
2/17/2025USS Investment Management Ltd7,512$921K0.0%-68.8%0.002%
2/17/2025Voloridge Investment Management LLC536,837$65.81M0.2%-12.2%0.170%
2/17/2025Waverly Advisors LLC6,292$771K0.0%+63.0%0.002%
2/17/2025Worldquant Millennium Advisors LLC717,587$87.97M0.6%+37.7%0.227%
2/17/2025William B. Walkup & Associates Inc.73,273$8.98M5.7%+0.3%0.023%
2/17/2025Williams Jones Wealth Management LLC.8,934$1.10M0.0%-31.4%0.003%
(Data available from 1/1/2016 forward)

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VLO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VLO shares?

During the previous two years, 1,652 institutional investors and hedge funds held shares of Valero Energy. The most heavily invested institutionals were Arete Wealth Advisors LLC ($203.20B), BlackRock Inc. ($4.64B), Vanguard Group Inc. ($4.26B), State Street Corp ($2.93B), Triasima Portfolio Management inc. ($1.46B), Charles Schwab Investment Management Inc. ($1.31B), and Bank of America Corp DE ($1.31B).Learn more on VLO's institutional investors.

What percentage of Valero Energy stock is owned by institutional investors?

78.69% of Valero Energy stock is owned by institutional investors. Learn more on VLO's institutional investor holdings.

Which institutional investors have been buying Valero Energy stock?

Of the 1,376 institutional investors that purchased Valero Energy stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($9.85M), Vanguard Group Inc. ($4.81M), Bank of America Corp DE ($4.60M), Wellington Management Group LLP ($2.80M), Montrusco Bolton Investments Inc. ($2.54M), Pacer Advisors Inc. ($2.15M), and International Assets Investment Management LLC ($2.11M).

How much institutional buying is happening at Valero Energy?

Institutional investors have bought a total of 76,351,749 shares in the last 24 months. This purchase volume represents approximately $10.07B in transactions.

Which Valero Energy major shareholders have been selling company stock?

Of the 1,037 institutional investors that sold Valero Energy stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($7.87M), BlackRock Inc. ($3.58M), State Street Corp ($2.88M), Vanguard Group Inc. ($2.45M), Barclays PLC ($2.21M), Bank of New York Mellon Corp ($1.91M), and Envestnet Asset Management Inc. ($1.21M).

How much institutional selling is happening at Valero Energy?

Institutional investors have sold a total of 58,004,546 shares in the last 24 months. This volume of shares sold represents approximately $7.79B in transactions.



This page (NYSE:VLO) was last updated on 4/15/2025 by MarketBeat.com Staff
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