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Valero Energy (VLO) Institutional Ownership

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$141.21 +1.84 (+1.32%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value 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)
829
Total
Institutional Inflows
(last 12 months)
$3.43B
Number of
Institutional Sellers
(last 12 months)
621
Total
Institutional Outflows
(last 12 months)
$2.81B
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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
1/17/2025 Red Door Wealth Management LLC3,840$471K0.1%+20.2%0.001%
1/17/2025 Capital Planning Advisors LLC9,526$1.17M0.2%+1.2%0.003%
1/17/2025 Beacon Investment Advisory Services Inc.25,447$3.12M0.1%-2.5%0.008%
1/17/2025 Mutual Advisors LLC6,766$829K0.0%-29.8%0.002%
1/17/2025 True North Advisors LLC2,944$361K0.1%+69.8%0.001%
1/17/2025 Traynor Capital Management Inc.3,617$443K0.0%-17.1%0.001%
1/17/2025 Wesbanco Bank Inc.7,126$874K0.0%+10.1%0.002%
1/17/2025 Hudson Capital Management LLC31,792$3.90M1.2%+6.5%0.010%
1/17/2025 Janney Montgomery Scott LLC73,865$9.06M0.0%-2.3%0.023%
1/17/2025 Bartlett & CO. Wealth Management LLC1,443$177K0.0%-11.4%0.000%
1/17/2025 Lake Hills Wealth Management LLC3,294$404K0.3%+43.3%0.001%
1/17/2025 GoalVest Advisory LLC6,934$850K0.2%-1.3%0.002%
1/17/2025 Sharp Financial Services LLC4,000$490K0.4%+39.8%0.001%
1/17/2025 Paradiem LLC131,510$16.12M4.3%+31.3%0.042%
1/17/2025 Magnus Financial Group LLC1,818$223K0.0%+9.3%0.001%
1/17/2025 Viking Fund Management LLC32,000$3.92M0.6%+68.4%0.010%
1/17/2025 MBM Wealth Consultants LLC11,634$1.43M0.4%+7.0%0.004%
1/17/2025 Missouri Trust & Investment Co270$33K0.0%-50.0%0.000%
1/17/2025 Dakota Wealth Management11,727$1.44M0.0%N/A0.004%
1/17/2025 Eads & Heald Wealth Management4,856$595K0.3%+2.4%0.002%
1/17/2025 Nisa Investment Advisors LLC135,339$16.59M0.1%+1.0%0.043%
1/17/2025 MCF Advisors LLC954$117K0.0%-7.9%0.000%
1/17/2025 Fort Washington Investment Advisors Inc. OH182,581$22.38M0.1%+27.5%0.058%
1/17/2025 Atomi Financial Group Inc.5,058$620K0.0%-8.4%0.002%
1/17/2025 Transform Wealth LLC2,379$292K0.0%N/A0.001%
1/17/2025 Segment Wealth Management LLC4,947$606K0.0%+1.7%0.002%
1/17/2025 Perpetual Ltd2,853$350K0.0%-61.9%0.001%
1/16/2025 Lmcg Investments LLC65,498$8.03M0.5%-8.1%0.021%
1/16/2025 Crossmark Global Holdings Inc.145,402$17.83M0.3%-9.5%0.046%
1/16/2025 Chesapeake Wealth Management5,052$619K0.2%-7.3%0.002%
1/16/2025 Mitchell & Pahl Private Wealth LLC14,185$1.74M0.8%+8.0%0.004%
1/16/2025 Ballentine Partners LLC1,993$244K0.0%-12.1%0.001%
1/16/2025 Koshinski Asset Management Inc.6,063$743K0.0%-3.8%0.002%
1/16/2025 Central Bank & Trust Co.39,012$4.78M0.7%-8.8%0.012%
1/16/2025 Mitchell Mcleod Pugh & Williams Inc.7,709$945K0.2%-13.7%0.002%
1/16/2025 MassMutual Private Wealth & Trust FSB38,562$4.73M0.1%-9.1%0.012%
1/16/2025 Guinness Asset Management LTD94,227$11.48M0.2%-13.1%0.030%
1/16/2025 UMB Bank n.a.11,473$1.41M0.0%+2.3%0.004%
1/16/2025 Access Financial Services Inc.10,202$1.25M0.6%+1.7%0.003%
1/16/2025 Diversify Advisory Services LLC6,393$813K0.0%+26.5%0.002%
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1/16/2025 Annex Advisory Services LLC51,424$6.30M0.2%-8.8%0.016%
1/16/2025 Brady Martz Wealth Solutions LLC5,247$703K0.2%N/A0.002%
1/16/2025 Ballast Inc.6,236$764K0.2%+5.1%0.002%
1/16/2025 Clarius Group LLC4,919$603K0.0%+4.4%0.002%
1/15/2025 Wealth Alliance Advisory Group LLC2,386$292K0.1%-5.5%0.001%
1/15/2025 Financial Management Professionals Inc.2,624$322K0.0%+12.0%0.001%
1/15/2025 HB Wealth Management LLC17,552$2.15M0.0%+10.3%0.006%
1/15/2025 Sanibel Captiva Trust Company Inc.5,581$684K0.0%+2.1%0.002%
1/15/2025 Arkadios Wealth Advisors4,580$561K0.0%-24.4%0.001%
1/15/2025 LongView Wealth Management1,892$232K0.1%-3.9%0.001%
1/15/2025 Merit Financial Group LLC6,883$844K0.0%+38.1%0.002%
1/15/2025 First National Bank of Mount Dora Trust Investment Services29,504$3.62M0.8%+2.5%0.009%
1/15/2025 Wealthcare Advisory Partners LLC3,827$469K0.0%+5.5%0.001%
1/15/2025 Hennessy Advisors Inc.24,550$3.01M0.1%+2.5%0.008%
1/15/2025 Occidental Asset Management LLC2,604$319K0.0%N/A0.001%
1/15/2025 Ritholtz Wealth Management11,023$1.35M0.0%-12.1%0.003%
1/15/2025 Gateway Investment Advisers LLC13,815$1.69M0.0%+34.2%0.004%
1/15/2025 Hennion & Walsh Asset Management Inc.6,342$777K0.0%+31.1%0.002%
1/14/2025 Rovin Capital UT ADV2,444$300K0.1%+6.6%0.001%
1/14/2025 BluePath Capital Management LLC7,430$991K0.5%+38.9%0.002%
1/14/2025 Sendero Wealth Management LLC18,198$2.23M0.3%N/A0.006%
1/14/2025 ARS Wealth Advisors Group LLC3,000$368K0.1%-8.7%0.001%
1/14/2025 Burney Co.40,200$4.93M0.2%+2.0%0.013%
1/14/2025 S.E.E.D. Planning Group LLC34,989$4.29M1.4%-1.4%0.011%
1/14/2025 Moseley Investment Management Inc.15,089$1.85M0.7%+3.0%0.005%
1/14/2025 Park Avenue Securities LLC13,718$1.68M0.0%-8.3%0.004%
1/14/2025 Kathmere Capital Management LLC4,679$574K0.1%+20.6%0.001%
1/14/2025 Assenagon Asset Management S.A.220,387$27.02M0.0%+121.0%0.070%
1/14/2025 Fifth Third Wealth Advisors LLC11,787$1.45M0.1%+8.4%0.004%
1/14/2025 Community Trust & Investment Co.21,919$2.69M0.2%+7.4%0.007%
1/14/2025 SeaCrest Wealth Management LLC10,732$1.32M0.1%-5.6%0.003%
1/14/2025 Accurate Wealth Management LLC2,894$368K0.1%+3.7%0.001%
1/14/2025 Sovereign Financial Group Inc.3,049$374K0.1%-3.1%0.001%
1/14/2025 Quad Cities Investment Group LLC5,479$672K0.3%+12.9%0.002%
1/14/2025 Rosenberg Matthew Hamilton4,588$562K0.1%-2.3%0.001%
1/13/2025 Greenfield Savings Bank8,537$1.05M0.5%-12.2%0.003%
1/13/2025 Cullen Investment Group LTD.1,772$217K0.0%+16.9%0.001%
1/13/2025 Wright Investors Service Inc.4,528$555K0.2%-42.5%0.001%
1/13/2025 Peddock Capital Advisors LLC8,870$1.09M0.3%-4.9%0.003%
1/13/2025 Courier Capital LLC13,291$1.63M0.1%-15.0%0.004%
1/13/2025 Miracle Mile Advisors LLC2,238$274K0.0%N/A0.001%
1/13/2025 Elevated Capital Advisors LLC5,617$689K0.2%+34.5%0.002%
1/13/2025 Kwmg LLC86,063$10.55M1.1%+5.3%0.027%
1/13/2025 Claro Advisors LLC3,670$450K0.1%-30.3%0.001%
1/13/2025 JCIC Asset Management Inc.48,734$5.97M2.4%+1.5%0.015%
1/13/2025 Cooper Financial Group3,587$440K0.1%+5.0%0.001%
1/13/2025 Moody National Bank Trust Division9,836$1.21M0.1%-1.6%0.003%
1/13/2025 Wedmont Private Capital6,580$837K0.0%+5.4%0.002%
1/13/2025 Adams Asset Advisors LLC71,703$8.79M1.1%+0.8%0.023%
1/13/2025 Thomasville National Bank34,506$4.23M0.3%+2.0%0.011%
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1/13/2025 Kieckhefer Group LLC10,000$1.23M0.7%N/A0.003%
1/13/2025 Capital Investment Advisors LLC70,067$8.59M0.2%-14.1%0.022%
1/13/2025 Brookstone Capital Management8,072$990K0.0%+9.3%0.003%
1/13/2025 Trust Co. of Toledo NA OH1,778$218K0.0%+7.4%0.001%
1/13/2025 Fiduciary Alliance LLC3,044$373K0.0%+14.1%0.001%
1/13/2025 Threadgill Financial LLC10,585$1.30M0.7%-0.9%0.003%
1/13/2025 Crescent Sterling Ltd.8,210$1.01M1.0%-4.6%0.003%
1/13/2025 EWG Elevate Inc.3,572$438K0.1%N/A0.001%
1/13/2025 Czech National Bank68,642$8.42M0.1%+5.2%0.022%
1/10/2025 Graypoint LLC17,047$2.09M0.1%-3.3%0.005%
(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, 1,561 institutional investors and hedge funds held shares of Valero Energy. The most heavily invested institutionals were Arete Wealth Advisors LLC ($203.20B), Vanguard Group Inc. ($5.42B), BlackRock Inc. ($4.64B), State Street Corp ($2.93B), Triasima Portfolio Management inc. ($1.46B), Charles Schwab Investment Management Inc. ($1.39B), 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 1,296 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: Bank of America Corp DE ($4.60M), Norges Bank ($4.39M), Wellington Management Group LLP ($2.80M), Montrusco Bolton Investments Inc. ($2.54M), International Assets Investment Management LLC ($2.12M), Pacer Advisors Inc. ($2.08M), and EP Wealth Advisors LLC ($1.61M).

How much institutional buying is happening at Valero Energy?

Institutional investors have bought a total of 58,775,545 shares in the last 24 months. This purchase volume represents approximately $7.93B in transactions.

Which Valero Energy major shareholders have been selling company stock?

Of the 982 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 ($6.98M), BlackRock Inc. ($3.58M), State Street Corp ($2.88M), Vanguard Group Inc. ($2.45M), Barclays PLC ($2.21M), Bank of New York Mellon Corp ($1.50M), and Envestnet Asset Management Inc. ($1.16M).

How much institutional selling is happening at Valero Energy?

Institutional investors have sold a total of 55,166,111 shares in the last 24 months. This volume of shares sold represents approximately $7.46B in transactions.



This page (NYSE:VLO) was last updated on 1/20/2025 by MarketBeat.com Staff
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