Valero Energy (VLO) Institutional Ownership

$165.80
-1.34 (-0.80%)
(As of 04/26/2024 ET)

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

Current
Institutional Ownership
Percentage
78.69%
Number of
Institutional Buyers
(last 12 months)
924
Total
Institutional Inflows
(last 12 months)
$5.14B
Number of
Institutional Sellers
(last 12 months)
735
Total
Institutional Outflows
(last 12 months)
$4.54B
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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
4/27/2024Conning Inc.2,975$508K0.0%-3.9%0.001%
4/27/2024Foster Victor Wealth Advisors LLC106,763$18.90M1.7%-12.1%0.032%
4/26/2024Pinnacle Associates Ltd.71,692$12.24M0.2%+0.3%0.022%
4/26/2024Trueblood Wealth Management LLC1,773$303K0.2%+10.4%0.001%
4/26/2024Securian Asset Management Inc.20,051$3.42M0.1%-7.0%0.006%
4/26/2024UMB Bank n.a.12,946$2.21M0.0%-3.8%0.004%
4/26/2024Narwhal Capital Management45,290$7.73M0.8%-16.5%0.014%
4/26/2024Northwest Bancshares Inc.39,378$6.72M1.1%+5.9%0.012%
4/26/2024Yousif Capital Management LLC55,493$9.47M0.1%-3.1%0.017%
4/26/2024Farmers & Merchants Trust Co of Chambersburg PA11,820$2.02M0.8%-6.3%0.004%
4/26/2024YHB Investment Advisors Inc.355$61K0.0%N/A0.000%
4/26/2024First National Trust Co81,749$13.95M0.6%-2.1%0.025%
4/26/2024Quantum Financial Advisors LLC1,189$203K0.0%N/A0.000%
4/26/2024Members Trust Co1,371$234K0.0%N/A0.000%
4/26/2024SYSTM Wealth Solutions LLC14,230$2.43M0.3%N/A0.004%
4/26/2024Sumitomo 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%
4/26/2024Patrick M Sweeney & Associates Inc.4,597$785K0.6%+3.7%0.001%
4/26/2024Verdence Capital Advisors LLC9,388$1.60M0.1%+23.1%0.003%
4/26/2024Petredis Investment Advisors LLC49,015$8.37M1.0%+1.9%0.015%
4/25/2024Jacobsen Capital Management1,201$205K0.1%N/A0.000%
4/25/2024Lindbrook Capital LLC1,698$290K0.0%+19.0%0.001%
4/25/2024New York State Teachers Retirement System369,792$63.12M0.1%-3.8%0.111%
4/25/2024Adell Harriman & Carpenter Inc.63,650$10.86M0.9%+2.6%0.019%
4/25/2024Bank of New York Mellon Corp3,625,143$618.78M0.1%-5.8%1.090%
4/25/2024Schnieders Capital Management LLC1,640$280K0.1%-4.4%0.000%
4/25/2024Advocate Group LLC1,204$206K0.0%N/A0.000%
4/25/2024Zurcher 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%
4/25/2024Kercheville 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%
4/24/2024 Premier Path Wealth Partners LLC1,213$207K0.0%N/A0.000%
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4/24/2024 Trinity Legacy Partners LLC4,761$813K0.2%-19.7%0.001%
4/24/2024 Demars Financial Group LLC1,256$214K0.1%N/A0.000%
4/24/2024 Marino Stram & Associates LLC8,457$1.44M0.3%+0.9%0.003%
4/24/2024 Simplicity Wealth LLC9,941$1.70M0.0%N/A0.003%
4/24/2024 Childress Capital Advisors LLC2,488$425K0.1%+31.6%0.001%
4/24/2024 Avitas Wealth Management LLC38,982$6.65M1.0%+1.5%0.012%
4/24/2024 Spire Wealth Management2,681$458K0.0%+15.0%0.001%
4/24/2024 Essex Financial Services Inc.2,792$477K0.0%-7.9%0.001%
4/24/2024 Assenagon Asset Management S.A.251,926$43.00M0.1%+29.9%0.076%
4/23/2024 Summa Corp.61,400$10.48M5.7%+8.9%0.018%
4/23/2024Busey Bank74,051$12.64M0.4%+1.3%0.022%
4/23/2024 Sky Investment Group LLC1,232$210K0.0%N/A0.000%
4/23/2024 Bfsg LLC2,497$426K0.1%-16.2%0.001%
4/23/2024 Eads & Heald Wealth Management4,816$822K0.4%-5.0%0.001%
4/23/2024 Covenant Asset Management LLC14,659$2.50M0.4%+0.4%0.004%
4/23/2024 Louisiana State Employees Retirement System19,800$3.38M0.1%-3.9%0.006%
4/23/2024 WASHINGTON TRUST Co566$97K0.0%-13.7%0.000%
4/23/2024 Venturi Wealth Management LLC4,003$683K0.0%+413.2%0.001%
4/23/2024 Community Financial Services Group LLC27,964$4.77M1.1%N/A0.008%
4/23/2024 Amalgamated Bank70,055$11.96M0.1%-21.3%0.021%
4/23/2024 Legacy Trust7,504$1.28M0.3%-4.6%0.002%
4/23/2024 F M Investments LLC1,231$210K0.1%N/A0.000%
4/23/2024 Gradient Investments LLC4,786$817K0.0%-41.7%0.001%
4/23/2024 New Mexico Educational Retirement Board17,116$2.92M0.1%-9.0%0.005%
4/23/2024 Fifth Third Bancorp13,713$2.34M0.0%-6.7%0.004%
4/23/2024 Wesbanco Bank Inc.5,896$1.01M0.0%N/A0.002%
4/23/2024 Summit Trail Advisors LLC3,164$540K0.0%+12.7%0.001%
4/23/2024 Stablepoint Partners LLC11,604$1.98M0.4%+30.5%0.003%
4/23/2024 Strategic Blueprint LLC2,598$444K0.0%+13.3%0.001%
4/23/2024 Cigna Investments Inc. New3,596$613K0.1%-2.2%0.001%
4/23/2024 Accurate Wealth Management LLC3,229$529K0.2%-8.8%0.001%
4/23/2024 Hanson & Doremus Investment Management16,006$2.73M0.4%-3.6%0.005%
4/23/2024 Raymond James Financial Services Advisors Inc.266,859$45.55M0.1%-5.7%0.080%
4/23/2024 Sapient Capital LLC11,218$1.92M0.0%-5.1%0.003%
4/23/2024 Paradiem LLC62,653$10.69M2.6%+11.1%0.019%
4/22/2024 Bristlecone Advisors LLC17,388$2.97M0.3%+2.1%0.005%
4/22/2024 Strategic Financial Concepts LLC2,796$477K0.1%+40.2%0.001%
4/22/2024 Rovin Capital UT ADV1,968$336K0.1%+3.5%0.001%
4/22/2024 Nilsine Partners LLC2,163$369K0.1%+5.3%0.001%
4/22/2024 Centennial Wealth Advisory LLC2,324$397K0.2%+3.4%0.001%
4/22/2024 PFG Investments LLC10,851$1.85M0.1%+401.7%0.003%
4/22/2024 Oakworth Capital Inc.75,956$12.97M1.0%+7.6%0.023%
4/22/2024 Drive Wealth Management LLC5,797$990K0.3%+1.1%0.002%
4/22/2024 Donaldson Capital Management LLC40,537$6.92M0.3%-84.0%0.012%
4/22/2024 Raymond James & Associates708,371$120.91M0.1%+11.0%0.213%
4/22/2024 Accordant Advisory Group Inc14,623$2.50M1.9%N/A0.004%
4/22/2024 Westbourne Investment Advisors Inc.46,867$8M2.9%+3.0%0.014%
4/22/2024 IFM Investors Pty Ltd68,346$11.67M0.1%-2.1%0.021%
4/22/2024 Carmel Capital Management L.L.C.48,191$8.23M3.4%+0.4%0.014%
4/22/2024Ashton Thomas Private Wealth LLC8,202$1.40M0.1%-1.9%0.002%
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4/19/2024 FORVIS Wealth Advisors LLC31,765$5.42M0.1%+2.2%0.010%
4/19/2024 Leeward Investments LLC MA45,277$7.73M0.3%+4.0%0.014%
4/19/2024 Teamwork Financial Advisors LLC1,498$256K0.0%-85.2%0.000%
4/19/2024 Retirement Guys Formula LLC8,389$1.43M0.7%+8.2%0.003%
4/19/2024 Accel Wealth Management2,796$477K0.2%+4.6%0.001%
4/19/2024 First Trust Direct Indexing L.P.13,223$2.26M0.2%+5.1%0.004%
4/19/2024 Kovack Advisors Inc.1,459$249K0.0%-44.8%0.000%
4/19/2024 DMC Group LLC1,514$258K0.2%N/A0.000%
4/19/2024 Hudson Capital Management LLC28,763$4.91M1.7%-0.7%0.009%
4/19/2024 Westside Investment Management Inc.572$98K0.0%+30.3%0.000%
(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, 1,546 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 77,609,018 shares in the last 24 months. This purchase volume represents approximately $9.34B in transactions.

Which Valero Energy major shareholders have been selling company stock?

Of the 973 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 70,345,926 shares in the last 24 months. This volume of shares sold represents approximately $8.52B in transactions.


This page (NYSE:VLO) was last updated on 4/27/2024 by MarketBeat.com Staff

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