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Valero Energy (VLO) Institutional Ownership

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$143.20 -5.60 (-3.76%)
Closing price 07/16/2025 03:59 PM Eastern
Extended Trading
$143.76 +0.56 (+0.39%)
As of 04:06 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Current
Institutional Ownership
Percentage
78.69%
Number of
Institutional Buyers
(last 12 months)
937
Total
Institutional Inflows
(last 12 months)
$7.48B
Number of
Institutional Sellers
(last 12 months)
755
Total
Institutional Outflows
(last 12 months)
$4.04B
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VLO Institutional Buying and Selling by Quarter

Valero Energy Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/16/2025Mariner Investment Group LLC15,000$2.02M0.7%+20.0%0.005%
7/16/2025Signaturefd LLC3,410$458K0.0%+21.9%0.001%
7/16/2025Kendall Capital Management6,875$924K0.2%-3.8%0.002%
7/16/2025State of Alaska Department of Revenue35,309$4.75M0.1%-4.8%0.011%
7/16/2025Patton Fund Management Inc.1,933$260K0.2%N/A0.001%
7/16/2025Kathmere Capital Management LLC4,647$625K0.0%+4.3%0.001%
7/16/2025True North Advisors LLC3,878$521K0.1%+4.6%0.001%
7/16/2025BankPlus Wealth Management LLC3,358$451K0.3%+5.4%0.001%
7/16/2025TCI Wealth Advisors Inc.2,092$281K0.0%+4.0%0.001%
7/16/2025American National Bank & Trust53,780$7.23M0.7%+0.6%0.017%
7/16/2025Hartford Investment Management Co.18,863$2.54M0.1%-2.5%0.006%
7/16/2025Dakota Wealth Management12,686$1.71M0.0%+23.4%0.004%
7/16/2025MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH13,504$1.82M0.1%-38.8%0.004%
7/16/2025Maridea Wealth Management LLC3,054$411K0.1%-18.3%0.001%
7/15/2025 Palumbo Wealth Management LLC3,477$467K0.1%+9.5%0.001%
7/15/2025 Beacon Investment Advisory Services Inc.30,152$4.05M0.2%+8.5%0.010%
7/15/2025 Missouri Trust & Investment Co508$68K0.0%+88.1%0.000%
7/15/2025 TD Private Client Wealth LLC2,293$308K0.0%+18.2%0.001%
7/15/2025 Mather Group LLC.2,635$354K0.0%-18.3%0.001%
7/15/2025 Foster Victor Wealth Advisors LLC115,293$17.19M1.2%+4.4%0.037%
7/15/2025 Public Employees Retirement System of Ohio147,448$19.82M0.1%+2.0%0.047%
7/15/2025 Financial Management Professionals Inc.2,565$345K0.0%-4.5%0.001%
7/15/2025 Wilsey Asset Management Inc.3,296$443K0.1%-35.0%0.001%
7/15/2025 Cigna Investments Inc. New3,077$413K0.1%-3.1%0.001%
7/15/2025 Norden Group LLC3,922$527K0.1%-11.8%0.001%
7/15/2025 Accurate Wealth Management LLC2,303$310K0.0%-7.3%0.001%
7/15/2025 Fifth Third Bancorp13,890$1.87M0.0%-1.4%0.004%
7/15/2025 Kwmg LLC91,005$12.23M1.1%+4.3%0.029%
7/14/2025 Wealth Advisory Solutions LLC27,247$3.66M0.9%-2.5%0.009%
7/14/2025 Hoey Investments Inc.191$26K0.0%N/A0.000%
7/14/2025 Occidental Asset Management LLC1,774$238K0.0%-41.5%0.001%
7/14/2025 Farmers Trust Co.31,765$4.27M0.8%+2.0%0.010%
7/14/2025 GAMMA Investing LLC12,567$1.69M0.1%+22.4%0.004%
7/14/2025 ABLE Financial Group LLC1,698$228K0.1%-22.0%0.001%
7/14/2025 U.S. Capital Wealth Advisors LLC10,165$1.37M0.0%-30.1%0.003%
7/14/2025 Narus Financial Partners LLC1,808$243K0.1%+14.1%0.001%
7/14/2025 Kieckhefer Group LLC9,000$1.21M0.7%-10.0%0.003%
7/14/2025 Park Avenue Securities LLC13,120$1.76M0.0%-19.1%0.004%
7/14/2025 Sowell Financial Services LLC11,397$1.53M0.1%+5.8%0.004%
7/11/2025 Quad Cities Investment Group LLC5,669$762K0.3%+2.9%0.002%
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7/11/2025 Petredis Investment Advisors LLC49,978$6.72M0.6%+1.4%0.016%
7/11/2025 Annex Advisory Services LLC39,808$5.35M0.1%-2.8%0.013%
7/11/2025 Mitchell & Pahl Private Wealth LLC15,075$2.03M0.9%+6.0%0.005%
7/11/2025 Oak Asset Management LLC1,653$222K0.1%-8.1%0.001%
7/11/2025 Farther Finance Advisors LLC8,745$1.18M0.0%+17.6%0.003%
7/11/2025 Busey Bank81,097$10.90M0.3%-1.5%0.026%
7/11/2025 CX Institutional3,378$454K0.0%-7.9%0.001%
7/11/2025 UMB Bank n.a.11,036$1.48M0.0%-4.2%0.004%
7/11/2025 Adirondack Trust Co.4,811$647K0.2%-2.0%0.002%
7/11/2025 My Legacy Advisors LLC1,634$220K0.1%N/A0.001%
7/11/2025 Thomasville National Bank35,206$4.73M0.3%+1.0%0.011%
7/11/2025 Miller Howard Investments Inc. NY9,187$1.24M0.0%-6.6%0.003%
7/11/2025 SeaCrest Wealth Management LLC10,835$1.46M0.2%-2.3%0.003%
7/11/2025 Diversified Trust Co19,028$2.56M0.1%-1.2%0.006%
7/11/2025 Assenagon Asset Management S.A.119,614$16.08M0.0%+195.5%0.038%
7/11/2025 International Private Wealth Advisors LLC2,540$341K0.3%N/A0.001%
7/11/2025 Kingstone Capital Partners Texas LLC626,774$86.65M0.0%N/A0.200%
7/11/2025 IFM Investors Pty Ltd54,150$7.28M0.1%-0.2%0.017%
7/11/2025 Grove Bank & Trust2,706$364K0.0%-2.6%0.001%
7/10/2025 Oliver Lagore Vanvalin Investment Group2,424$320K0.1%N/A0.001%
7/10/2025 Arkfeld Wealth Strategies L.L.C.2,368$340K0.1%N/A0.001%
7/10/2025 Moody National Bank Trust Division10,318$1.39M0.1%-1.0%0.003%
7/10/2025 ARS Wealth Advisors Group LLC2,800$376K0.0%-3.4%0.001%
7/10/2025 Park Capital Management LLC WI3,575$481K0.4%-21.5%0.001%
7/10/2025 Fulton Bank N.A.13,293$1.79M0.1%-0.8%0.004%
7/10/2025 NorthCrest Asset Manangement LLC107,202$15.50M0.4%-1.4%0.034%
7/10/2025 Community Trust & Investment Co.21,634$2.91M0.2%+1.7%0.007%
7/10/2025 Wealth Enhancement Advisory Services LLC104,715$15.14M0.0%-20.3%0.033%
7/10/2025 Atticus Wealth Management LLC1,127$151K0.0%N/A0.000%
7/10/2025 Wedmont Private Capital7,038$1.05M0.0%+22.3%0.002%
7/10/2025 Farmers & Merchants Trust Co of Chambersburg PA7,011$942K0.3%-10.6%0.002%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd44,378$5.97M0.1%+9.5%0.014%
7/10/2025 Focus Financial Network Inc.2,058$277K0.0%+9.9%0.001%
7/9/2025 Sivia Capital Partners LLC1,929$259K0.1%+13.0%0.001%
7/9/2025 Sunpointe LLC4,994$671K0.3%+58.3%0.002%
7/9/2025 Sapient Capital LLC4,135$556K0.0%-54.9%0.001%
7/9/2025 Procyon Advisors LLC5,667$762K0.1%-14.2%0.002%
7/9/2025 Pallas Capital Advisors LLC5,116$688K0.0%-38.0%0.002%
7/9/2025 Gateway Investment Advisers LLC19,536$2.63M0.0%+10.7%0.006%
7/9/2025 Goelzer Investment Management Inc.3,854$518K0.0%+9.1%0.001%
7/9/2025 Aaron Wealth Advisors LLC1,894$255K0.0%N/A0.001%
7/9/2025 Harbor Capital Advisors Inc.6,065$815K0.0%-5.7%0.002%
7/9/2025 Fiduciary Alliance LLC3,312$445K0.0%-13.3%0.001%
7/9/2025 Bank of New Hampshire830$112K0.0%+93.0%0.000%
7/9/2025 Central Bank & Trust Co.34,466$4.63M0.8%-9.0%0.011%
7/9/2025 Czech National Bank76,558$10.29M0.1%+5.3%0.024%
7/9/2025 MassMutual Private Wealth & Trust FSB34,152$4.59M0.1%-12.3%0.011%
7/8/2025 First National Corp MA ADV3,134$421K0.1%-6.2%0.001%
7/8/2025 Northstar Advisory Group LLC4,072$547K0.3%-1.9%0.001%
7/8/2025 Lingohr Asset Management GmbH3,434$462K0.8%-84.7%0.001%
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7/8/2025 Gradient Investments LLC4,316$580K0.0%+3.1%0.001%
7/8/2025 Adams Asset Advisors LLC65,962$8.87M1.2%-7.0%0.021%
7/8/2025 S.E.E.D. Planning Group LLC81,298$10.93M3.4%+142.5%0.026%
7/8/2025 Parallel Advisors LLC3,709$499K0.0%-17.1%0.001%
7/7/2025 Teamwork Financial Advisors LLC23,178$3.12M0.4%+0.7%0.007%
7/7/2025 Capital Asset Advisory Services LLC1,793$247K0.0%N/A0.001%
7/7/2025 Wesbanco Bank Inc.15,450$2.08M0.1%+97.7%0.005%
7/7/2025 Good Steward Wealth Advisors LLC2,120$285K0.2%-6.4%0.001%
7/7/2025 Greenfield Savings Bank7,608$1.02M0.5%-5.7%0.002%
7/7/2025 Ables Iannone Moore & Associates Inc.7,054$948K0.6%-1.4%0.002%
(Data available from 1/1/2016 forward)

VLO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VLO shares?

During the previous two years, 1,666 institutional investors and hedge funds held shares of Valero Energy. The most heavily invested institutionals were Vanguard Group Inc. ($5.14B), State Street Corp ($2.93B), Charles Schwab Investment Management Inc. ($1.51B), Triasima Portfolio Management inc. ($1.46B), Price T Rowe Associates Inc. MD ($1.43B), Morgan Stanley ($1.27B), and Ameriprise Financial Inc. ($996.26M).Learn more on Valero Energy's institutional investors.

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

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

Which institutional investors have been buying Valero Energy's stock?

Of the 1,384 institutional investors that purchased Valero Energy's 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. ($8.96M), Price T Rowe Associates Inc. MD ($8.52M), Nuveen LLC ($4.01M), Wellington Management Group LLP ($2.80M), Montrusco Bolton Investments Inc. ($2.54M), and International Assets Investment Management LLC ($2.11M).

How much institutional buying is happening at Valero Energy?

Institutional investors have bought a total of 57,416,915 shares in the last 24 months. This purchase volume represents approximately $7.48B in transactions.

Which of Valero Energy's major shareholders have been selling company stock?

Of the 751 institutional investors that sold Valero Energy's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($3.98M), Barclays PLC ($2.07M), Jacobs Levy Equity Management Inc. ($1.43M), Pacer Advisors Inc. ($1.20M), International Assets Investment Management LLC ($1.06M), State Street Corp ($887.05K), and Montrusco Bolton Investments Inc. ($816.64K).

How much institutional selling is happening at Valero Energy?

Institutional investors have sold a total of 30,385,522 shares in the last 24 months. This volume of shares sold represents approximately $4.04B in transactions.



This page (NYSE:VLO) was last updated on 7/17/2025 by MarketBeat.com Staff
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