Valero Energy (VLO) Institutional Ownership

$166.06
+7.56 (+4.77%)
(As of 05/17/2024 ET)

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

Current
Institutional Ownership
Percentage
78.69%
Number of
Institutional Buyers
(last 12 months)
906
Total
Institutional Inflows
(last 12 months)
$4.03B
Number of
Institutional Sellers
(last 12 months)
695
Total
Institutional Outflows
(last 12 months)
$3.23B
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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
5/17/2024 Wahed Invest LLC6,441$1.10M0.3%+11.1%0.002%
5/17/2024 Citizens Financial Group Inc. RI1,482$253K0.0%N/A0.000%
5/17/2024Heartland Bank & Trust Co4,859$829K0.5%-1.6%0.001%
5/17/2024 Plato Investment Management Ltd6,512$1.11M0.1%+971.1%0.002%
5/17/2024 Yaupon Capital Management LP207,000$35.33M1.8%+234.5%0.063%
5/17/2024 iA Global Asset Management Inc.21,903$3.74M0.0%-39.0%0.007%
5/17/2024 Vista Investment Partners LLC1,270$217K0.1%N/A0.000%
5/17/2024 LBP AM SA47,646$8.13M0.3%-9.4%0.015%
5/17/2024 Comerica Bank86,182$14.71M0.1%+3.8%0.026%
5/17/2024 Hancock Whitney Corp8,670$1.48M0.1%-9.8%0.003%
5/17/2024 Coppell Advisory Solutions Corp.4,414$753K0.1%N/A0.001%
5/17/2024 Castleark Management LLC129,700$22.14M0.9%+1,936.1%0.040%
5/17/2024 Tidal Investments LLC58,632$9.97M0.2%+59.0%0.018%
5/16/2024 Redwood Investment Management LLC41,728$7.12M0.7%-17.1%0.013%
5/16/2024 California State Teachers Retirement System585,610$99.96M0.1%-0.8%0.179%
5/16/2024 B. Riley Wealth Advisors Inc.11,464$1.96M0.0%+2.2%0.004%
5/16/2024 Industrial Alliance Investment Management Inc.2,453$419K0.2%+4.4%0.001%
5/16/2024 Jacobs Levy Equity Management Inc.1,548,476$264.31M1.2%+3.6%0.474%
5/16/2024 Janus Henderson Group PLC49,268$8.41M0.0%-1.6%0.015%
5/16/2024 Kennedy Capital Management LLC1,208$206K0.0%N/A0.000%
5/16/2024 Bridgeway Capital Management LLC98,950$16.89M0.3%+3.7%0.030%
5/16/2024Benchmark Investment Advisors LLC1,358$232K0.2%N/A0.000%
5/16/2024 Bornite Capital Management LP253,100$43.20M7.2%+65.2%0.077%
5/16/2024 Paloma Partners Management Co1,731$295K0.0%-91.4%0.001%
5/15/2024 Ascent Group LLC3,977$679K0.1%-4.3%0.001%
5/15/2024 SVB Wealth LLC76,100$12.99M0.3%-47.5%0.023%
5/15/2024 Mount Yale Investment Advisors LLC5,679$969K0.1%N/A0.002%
5/15/2024 Public Employees Retirement System of Ohio173,841$29.67M0.1%-5.1%0.053%
5/15/2024 Public Employees Retirement Association of Colorado48,861$8.34M0.0%-10.9%0.015%
5/15/2024 Energy Income Partners LLC10,116$1.73M0.0%+32.8%0.003%
5/15/2024 Morse Asset Management Inc10,115$1.73M0.4%+4.5%0.003%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund11,235$1.92M0.1%-7.4%0.003%
5/15/2024 Kentucky Retirement Systems25,855$4.41M0.1%-5.1%0.008%
5/15/2024 Price T Rowe Associates Inc. MD2,063,923$352.29M0.0%+3.3%0.631%
5/15/2024 BOKF NA17,303$2.99M0.1%+402.7%0.005%
5/15/2024 Steel Grove Capital Advisors LLC1,499$256K0.0%N/A0.000%
5/15/2024 Hyperion Capital Advisors LP1,880$321K0.2%N/A0.001%
5/15/2024 Lazard Asset Management LLC5,296$903K0.0%-86.3%0.002%
5/15/2024 Bank of Nova Scotia Trust Co.7,150$1.22M0.1%-2.1%0.002%
5/15/2024 LRI Investments LLC251$39K0.0%N/A0.000%
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5/15/2024 1832 Asset Management L.P.387,207$66.09M0.0%+65.1%0.118%
5/15/2024 Linscomb Wealth Inc.6,443$1.10M0.1%+13.1%0.002%
5/15/2024 Gabelli Funds LLC57,500$9.82M0.1%-15.3%0.018%
5/15/2024 Keeley Teton Advisors LLC9,714$1.66M0.2%-2.7%0.003%
5/15/2024 Gamco Investors INC. ET AL1,282$219K0.0%N/A0.000%
5/14/2024 Canada Pension Plan Investment Board234,059$39.95M0.0%-31.3%0.072%
5/14/2024 Westwood Holdings Group Inc.231,516$39.52M0.3%N/A0.071%
5/14/2024 JT Stratford LLC10,633$1.82M0.4%-9.2%0.003%
5/14/2024 Toronto Dominion Bank106,364$18.16M0.0%-6.5%0.033%
5/14/2024 Sheaff Brock Investment Advisors LLC7,915$1.35M0.1%-1.5%0.002%
5/14/2024 Cadence Bank8,210$1.40M0.1%-12.8%0.003%
5/14/2024 Rodgers Brothers Inc.7,815$1.33M0.2%+4.7%0.002%
5/14/2024 Advisors Asset Management Inc.85,143$14.53M0.3%+0.7%0.026%
5/14/2024 Axxcess Wealth Management LLC16,547$2.82M0.1%-6.1%0.005%
5/14/2024 EP Wealth Advisors LLC174,036$29.71M0.3%-45.9%0.053%
5/14/2024 Carlson Capital L P40,600$6.93M0.6%-5.1%0.012%
5/14/2024 Freestone Capital Holdings LLC4,529$773K0.0%N/A0.001%
5/14/2024 CreativeOne Wealth LLC10,321$1.76M0.1%+71.7%0.003%
5/14/2024 Delap Wealth Advisory LLC2,701$461K0.2%N/A0.001%
5/14/2024 Paragon Associates & Paragon Associates II Joint Venture25,000$4.27M7.6%N/A0.008%
5/14/2024 Fayez Sarofim & Co9,073$1.55M0.0%-6.0%0.003%
5/14/2024 Shell Asset Management Co.3,955$675K0.0%-33.3%0.001%
5/14/2024 Crewe Advisors LLC456$78K0.0%N/A0.000%
5/14/2024 InterOcean Capital Group LLC4,103$700K0.0%-2.8%0.001%
5/14/2024 Pitcairn Co.10,708$1.83M0.1%+6.0%0.003%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund17,062$2.91M0.0%-48.3%0.005%
5/14/2024 CANADA LIFE ASSURANCE Co339,058$57.94M0.1%-9.2%0.104%
5/14/2024 American International Group Inc.93,950$16.04M0.1%-0.5%0.029%
5/14/2024 Twin Capital Management Inc.19,500$3.33M0.4%-5.6%0.006%
5/14/2024 National Bank of Canada FI132,794$20.73M0.0%-54.3%0.041%
5/14/2024 Lake Street Advisors Group LLC3,145$537K0.0%+28.4%0.001%
5/13/2024 UniSuper Management Pty Ltd10,796$1.84M0.0%+223.1%0.003%
5/13/2024 O Shaughnessy Asset Management LLC418,435$71.42M0.8%+15.8%0.128%
5/13/2024 Ameritas Investment Partners Inc.6,184$1.06M0.0%-1.6%0.002%
5/13/2024 PAX Financial Group LLC4,682$799K0.2%-12.1%0.001%
5/11/2024 Trustmark National Bank Trust Department12,100$2.07M0.2%+97.7%0.004%
5/11/2024 Covestor Ltd549$94K0.1%-33.0%0.000%
5/11/2024 Cynosure Group LLC2,109$360K0.1%N/A0.001%
5/11/2024 Jacobi Capital Management LLC16,299$2.78M0.3%+3.9%0.005%
5/11/2024 Edgestream Partners L.P.2,467$421K0.0%-79.6%0.001%
5/10/2024 Allstate Corp1,322$226K0.0%N/A0.000%
5/10/2024 Ontario Teachers Pension Plan Board6,877$1.17M0.0%-52.5%0.002%
5/10/2024 Osaic Holdings Inc.146,160$24.96M0.1%-32.6%0.045%
5/10/2024 Acadian Asset Management LLC1,558,750$266.04M0.9%+37.6%0.477%
5/10/2024 TIAA Trust National Association6,316$1.08M0.0%+7.7%0.002%
5/10/2024 Vanguard Group Inc.31,749,385$5.42B0.1%-1.1%9.709%
5/10/2024 Viawealth LLC12,068$2.06M1.3%-1.2%0.004%
5/10/2024 Spirepoint Private Client LLC2,375$405K0.1%N/A0.001%
5/10/2024 Intech Investment Management LLC65,669$11.21M0.2%-70.5%0.020%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp327,682$56.22M0.1%-7.2%0.100%
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5/10/2024 First Foundation Advisors216$37K0.0%N/A0.000%
5/10/2024 Banco Santander S.A.60,192$10.27M0.1%+10.7%0.018%
5/10/2024 1ST Source Bank2,668$455K0.0%+44.6%0.001%
5/10/2024 Anthracite Investment Company Inc.1,370$234K0.1%N/A0.000%
5/9/2024 Great Lakes Retirement Inc.9,145$1.56M0.2%+2.2%0.003%
5/9/2024 Dorsey & Whitney Trust CO LLC1,744$298K0.0%-17.6%0.001%
5/9/2024 ProVise Management Group LLC8,864$1.51M0.1%-2.7%0.003%
5/9/2024 Private Portfolio Partners LLC2,274$388K0.1%-3.2%0.001%
5/9/2024 Orion Portfolio Solutions LLC19,666$3.36M0.0%+8.2%0.006%
5/9/2024 Blair William & Co. IL39,204$6.69M0.0%-0.8%0.012%
(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, 1,548 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 ($2.87B), Triasima Portfolio Management inc. ($1.46B), Bank of America Corp DE ($1.31B), and FMR LLC ($1.29B).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 1,329 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: FMR LLC ($5.38M), Bank of America Corp DE ($4.60M), Norges Bank ($4.39M), Pacer Advisors Inc. ($2.76M), Montrusco Bolton Investments Inc. ($2.39M), Assenagon Asset Management S.A. ($1.70M), and EP Wealth Advisors LLC ($1.61M).

How much institutional buying is happening at Valero Energy?

Institutional investors have bought a total of 71,313,349 shares in the last 24 months. This purchase volume represents approximately $8.85B in transactions.

Which Valero Energy major shareholders have been selling company stock?

Of the 977 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: Bank of New York Mellon Corp ($7.07M), Victory Capital Management Inc. ($5.23M), FMR LLC ($3.90M), BlackRock Inc. ($3.58M), Vanguard Group Inc. ($3.10M), State Street Corp ($2.72M), and Allspring Global Investments Holdings LLC ($1.72M).

How much institutional selling is happening at Valero Energy?

Institutional investors have sold a total of 69,038,569 shares in the last 24 months. This volume of shares sold represents approximately $8.51B in transactions.


This page (NYSE:VLO) was last updated on 5/19/2024 by MarketBeat.com Staff

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