Valero Energy (VLO) Institutional Ownership

$157.36
+1.70 (+1.09%)
(As of 05/2/2024 ET)

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

Current
Institutional Ownership
Percentage
78.69%
Number of
Institutional Buyers
(last 12 months)
925
Total
Institutional Inflows
(last 12 months)
$5.16B
Number of
Institutional Sellers
(last 12 months)
733
Total
Institutional Outflows
(last 12 months)
$4.49B
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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
5/2/2024Jennison Associates LLC297,653$50.81M0.0%-24.8%0.090%
5/2/2024Mutual of America Capital Management LLC52,939$9.04M0.1%-0.7%0.016%
5/2/2024Summit Financial Wealth Advisors LLC89,077$15.21M3.1%-0.9%0.027%
5/2/2024FORA Capital LLC79,798$13.62M1.1%N/A0.024%
5/2/2024Hartree Partners LP35,800$6.11M1.6%N/A0.011%
5/2/2024Wright Investors Service Inc.28,069$4.79M1.2%-3.0%0.008%
5/2/2024Daiwa Securities Group Inc.35,635$6.08M0.0%+12.6%0.011%
5/2/2024Graypoint LLC18,045$3.08M0.2%-0.9%0.005%
5/2/2024Mathes Company Inc.22,970$3.92M1.5%-1.8%0.007%
5/2/2024Haverford Trust Co2,097$358K0.0%N/A0.001%
5/2/2024GSB Wealth Management LLC1,451$248K0.1%-16.3%0.000%
5/2/2024Quent Capital LLC859$147K0.0%+46.8%0.000%
5/2/2024Nordea Investment Management AB622,095$105.04M0.1%-3.7%0.187%
5/2/2024Fidelis Capital Partners LLC8,350$1.43M0.2%+34.5%0.003%
5/2/2024Montgomery Investment Management Inc.29,890$5.10M1.9%-34.6%0.009%
5/2/2024Choreo LLC5,714$975K0.0%+3.1%0.002%
5/2/2024Tokio Marine Asset Management Co. Ltd.8,911$1.52M0.1%+2.9%0.003%
5/2/2024Mitchell Mcleod Pugh & Williams Inc.8,864$1.51M0.4%-4.9%0.003%
5/2/2024Lewis Asset Management LLC5,350$913K0.8%+2.4%0.002%
5/2/2024Moloney Securities Asset Management LLC1,419$242K0.0%N/A0.000%
5/2/2024PDS Planning Inc1,280$218K0.0%N/A0.000%
5/2/2024Fortem Financial Group LLC6,293$1.07M0.5%+3.3%0.002%
5/1/2024StoneX Group Inc.12,453$2.13M0.2%+4.9%0.004%
5/1/2024Connecticut Wealth Management LLC3,255$556K0.0%-32.5%0.001%
5/1/2024Janney Montgomery Scott LLC96,604$16.49M0.0%-15.8%0.029%
5/1/2024VAUGHAN & Co SECURITIES INC.3,385$578K0.4%-8.1%0.001%
5/1/2024Centric Wealth Management14,781$2.36M0.7%+7.4%0.004%
5/1/2024Mirae Asset Global Investments Co. Ltd.233,125$37.16M0.1%+47.2%0.070%
5/1/2024BOK Financial Private Wealth Inc.375$64K0.0%N/A0.000%
5/1/2024 Mission Wealth Management LP3,644$622K0.0%-6.5%0.001%
5/1/2024 Wambolt & Associates LLC9,585$1.66M0.5%+25.7%0.003%
5/1/2024 Sequoia Financial Advisors LLC15,834$2.70M0.0%+12.9%0.005%
5/1/2024 Diversify Advisory Services LLC3,148$543K0.0%N/A0.001%
4/30/2024 Private Advisor Group LLC44,700$7.63M0.1%-3.5%0.013%
4/30/2024 J.W. Cole Advisors Inc.3,675$629K0.0%+4.9%0.001%
4/30/2024 Cutter & CO Brokerage Inc.4,820$823K0.2%-3.2%0.001%
4/30/2024 Hartline Investment Corp1,299$222K0.0%N/A0.000%
4/30/2024 Retirement Systems of Alabama75,144$12.83M0.0%+0.1%0.023%
4/30/2024 Ables Iannone Moore & Associates Inc.7,393$1.26M0.9%-1.1%0.002%
4/30/2024 Norden Group LLC2,648$452K0.0%N/A0.001%
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4/30/2024 Van ECK Associates Corp413,339$70.55M0.1%-2.5%0.124%
4/30/2024 HB Wealth Management LLC13,832$2.36M0.0%+7.5%0.004%
4/30/2024 SpiderRock Advisors LLC6,916$1.15M0.0%N/A0.002%
4/30/2024Concord Wealth Partners3,167$541K0.1%+12.9%0.001%
4/30/2024 Thomist Capital Management LP15,300$2.61M1.1%-55.8%0.005%
4/30/2024 WealthBridge Capital Management LLC2,953$504K0.2%-2.7%0.001%
4/30/2024 Arkadios Wealth Advisors1,780$304K0.0%+5.3%0.001%
4/30/2024 Caprock Group LLC1,800$307K0.0%+15.9%0.001%
4/30/2024 Perigon Wealth Management LLC2,815$480K0.0%+3.8%0.001%
4/30/2024 Hutchens & Kramer Investment Management Group LLC1,539$266K0.2%N/A0.000%
4/30/2024 OFI Invest Asset Management325$51K0.0%-17.7%0.000%
4/30/2024 Privium Fund Management UK Ltd1,356$234K0.1%N/A0.000%
4/30/2024 Stock Yards Bank & Trust Co.3,876$662K0.0%-33.8%0.001%
4/29/2024Commonwealth Equity Services LLC267,812$45.71M0.1%-5.0%0.081%
4/29/2024 Field & Main Bank7,770$1.33M0.5%-1.7%0.002%
4/29/2024 Greenleaf Trust5,773$985K0.0%+1.4%0.002%
4/29/2024 Principal Financial Group Inc.385,739$65.84M0.0%+0.5%0.116%
4/29/2024 Horizon Advisory Services Inc.1,998$341K0.2%N/A0.001%
4/29/2024 Heritage Investors Management Corp3,247$554K0.0%-14.5%0.001%
4/29/2024 RWA Wealth Partners LLC1,921$328K0.0%-5.6%0.001%
4/29/2024 Newman Dignan & Sheerar Inc.1,539$263K0.1%-21.7%0.000%
4/27/2024 Conning Inc.2,975$508K0.0%-3.9%0.001%
4/27/2024 Foster Victor Wealth Advisors LLC106,763$18.90M1.7%-12.1%0.032%
4/26/2024 Pinnacle Associates Ltd.71,692$12.24M0.2%+0.3%0.022%
4/26/2024 Trueblood Wealth Management LLC1,773$303K0.2%+10.4%0.001%
4/26/2024 Securian Asset Management Inc.20,051$3.42M0.1%-7.0%0.006%
4/26/2024 UMB Bank n.a.12,946$2.21M0.0%-3.8%0.004%
4/26/2024 Narwhal Capital Management45,290$7.73M0.8%-16.5%0.014%
4/26/2024 Northwest Bancshares Inc.39,378$6.72M1.1%+5.9%0.012%
4/26/2024 Yousif Capital Management LLC55,493$9.47M0.1%-3.1%0.017%
4/26/2024 Farmers & Merchants Trust Co of Chambersburg PA11,820$2.02M0.8%-6.3%0.004%
4/26/2024 YHB Investment Advisors Inc.355$61K0.0%N/A0.000%
4/26/2024 First National Trust Co81,749$13.95M0.6%-2.1%0.025%
4/26/2024 Quantum Financial Advisors LLC1,189$203K0.0%N/A0.000%
4/26/2024 Members Trust Co1,371$234K0.0%N/A0.000%
4/26/2024 SYSTM Wealth Solutions LLC14,230$2.43M0.3%N/A0.004%
4/26/2024 Sumitomo Life Insurance Co.5,451$930K0.0%-4.5%0.002%
4/26/2024 Mesirow Financial Investment Management Inc.1,749$299K0.0%N/A0.001%
4/26/2024 Patrick M Sweeney & Associates Inc.4,597$785K0.6%+3.7%0.001%
4/26/2024 Verdence Capital Advisors LLC9,388$1.60M0.1%+23.1%0.003%
4/26/2024 Petredis Investment Advisors LLC49,015$8.37M1.0%+1.9%0.015%
4/25/2024 Jacobsen Capital Management1,201$205K0.1%N/A0.000%
4/25/2024 Lindbrook Capital LLC1,698$290K0.0%+19.0%0.001%
4/25/2024 New York State Teachers Retirement System369,792$63.12M0.1%-3.8%0.111%
4/25/2024 Adell Harriman & Carpenter Inc.63,650$10.86M0.9%+2.6%0.019%
4/25/2024 Bank of New York Mellon Corp3,625,143$618.78M0.1%-5.8%1.090%
4/25/2024 Schnieders Capital Management LLC1,640$280K0.1%-4.4%0.000%
4/25/2024 Advocate Group LLC1,204$206K0.0%N/A0.000%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 146,017$24.92M0.1%-1.6%0.044%
4/25/2024 Valeo Financial Advisors LLC3,276$547K0.0%+24.7%0.001%
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4/25/2024 Kercheville Advisors LLC1,382$236K0.1%N/A0.000%
4/25/2024 IMA Wealth Inc.27,234$4.65M2.2%-11.0%0.008%
4/25/2024 Cambridge Investment Research Advisors Inc.67,622$11.54M0.0%+2.7%0.020%
4/24/2024 Private Trust Co. NA4,324$738K0.1%+13.0%0.001%
4/24/2024 Patton Albertson Miller Group LLC47,229$8.06M1.2%+4.9%0.014%
4/24/2024 Win Advisors Inc.1,848$315K0.1%N/A0.001%
4/24/2024 Zhang Financial LLC1,653$282K0.0%N/A0.000%
4/24/2024 CENTRAL TRUST Co27,235$4.65M0.1%-1.1%0.008%
4/24/2024 1900 Wealth Management LLC2,785$475K0.0%-3.0%0.001%
4/24/2024 Newbridge Financial Services Group Inc.4,677$798K0.3%-4.0%0.001%
(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), BlackRock Inc. ($4.64B), Vanguard Group Inc. ($4.17B), 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 1,339 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 Acadian Asset Management LLC ($1.67M).

How much institutional buying is happening at Valero Energy?

Institutional investors have bought a total of 77,495,144 shares in the last 24 months. This purchase volume represents approximately $9.35B in transactions.

Which Valero Energy major shareholders have been selling company stock?

Of the 975 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. ($2.76M), 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 70,323,006 shares in the last 24 months. This volume of shares sold represents approximately $8.53B in transactions.


This page (NYSE:VLO) was last updated on 5/3/2024 by MarketBeat.com Staff

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