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Valero Energy (VLO) Institutional Ownership

$147.92
+1.28 (+0.87%)
(As of 07/12/2024 ET)

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

Current
Institutional Ownership
Percentage
78.69%
Number of
Institutional Buyers
(last 12 months)
908
Total
Institutional Inflows
(last 12 months)
$3.76B
Number of
Institutional Sellers
(last 12 months)
691
Total
Institutional Outflows
(last 12 months)
$3.14B
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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
7/13/2024Mirador Capital Partners LP1,517$238K0.0%-4.6%0.000%
7/13/2024Unison Advisors LLC15,014$2.35M0.3%+0.6%0.005%
7/12/2024Mitchell & Pahl Private Wealth LLC12,713$1.99M1.1%-1.5%0.004%
7/12/2024Sound Income Strategies LLC85,612$13.42M0.8%-7.8%0.026%
7/12/2024Country Trust Bank217,605$34.11M0.9%+0.1%0.067%
7/12/2024Diversify Advisory Services LLC4,322$632K0.0%+37.3%0.001%
7/12/2024Gateway Investment Advisers LLC10,028$1.57M0.0%+11.7%0.003%
7/12/2024Hexagon Capital Partners LLC948$149K0.0%-9.2%0.000%
7/12/2024Opal Wealth Advisors LLC1,752$275K0.1%+30.9%0.001%
7/12/2024Kwmg LLC81,123$12.72M1.4%-5.4%0.025%
7/12/2024QRG Capital Management Inc.80,601$12.64M0.1%+9.2%0.025%
7/12/2024First National Corp MA ADV4,692$735K0.2%+2.7%0.001%
7/12/2024Annex Advisory Services LLC46,986$7.37M0.3%+2.9%0.014%
7/12/2024Capital Investment Advisors LLC34,556$5.42M0.1%-0.6%0.011%
7/11/2024OLD National Bancorp IN16,451$2.58M0.1%+1.3%0.005%
7/11/2024Manning & Napier Advisors LLC101,716$15.95M0.2%N/A0.031%
7/11/2024U.S. Capital Wealth Advisors LLC17,838$2.80M0.1%-8.7%0.005%
7/11/2024First National Bank of Mount Dora Trust Investment Services26,562$4.16M1.0%+10.9%0.008%
7/11/2024Clarus Wealth Advisors1,599$232K0.1%N/A0.000%
7/11/2024Clarius Group LLC4,854$761K0.1%-4.1%0.001%
7/11/2024CX Institutional7,882$1.24M0.1%-5.1%0.002%
7/11/2024Guinness Atkinson Asset Management Inc3,321$521K0.3%-4.0%0.001%
7/11/2024Guinness Asset Management LTD126,292$19.73M0.4%-2.7%0.039%
7/10/2024 Csenge Advisory Group4,355$683K0.0%+8.7%0.001%
7/10/2024 JCIC Asset Management Inc.47,639$7.47M3.1%-0.9%0.015%
7/10/2024Simplicity Wealth LLC10,480$1.64M0.0%+5.4%0.003%
7/10/2024 Valeo Financial Advisors LLC3,802$596K0.0%+16.1%0.001%
7/10/2024 Greenfield Savings Bank9,317$1.46M0.8%+1.2%0.003%
7/10/2024 Gulf International Bank UK Ltd27,019$4.24M0.1%-12.6%0.008%
7/10/2024 Thomasville National Bank33,712$5.29M0.4%-1.2%0.010%
7/10/2024 CWM LLC18,195$2.85M0.0%+20.9%0.006%
7/10/2024Fiduciary Alliance LLC2,667$421K0.1%N/A0.001%
7/10/2024 Hilltop National Bank1,460$229K0.1%-51.9%0.000%
7/9/2024 Park Avenue Securities LLC17,313$2.71M0.0%+18.6%0.005%
7/9/2024 Kingswood Wealth Advisors LLC7,444$1.17M0.1%+13.9%0.002%
7/9/2024 Lake Hills Wealth Management LLC2,445$383K0.3%N/A0.001%
7/9/2024 Fulton Bank N.A.14,131$2.22M0.1%-9.0%0.004%
7/9/2024 New England Research & Management Inc.3,150$494K0.2%N/A0.001%
7/9/2024 Lynx Investment Advisory184$29K0.0%N/A0.000%
7/9/2024 Mather Group LLC.16,733$2.86M0.0%+462.6%0.005%
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7/8/2024 Douglas Lane & Associates LLC31,011$4.86M0.1%-6.7%0.009%
7/8/2024 Bank & Trust Co15,378$2.41M2.0%N/A0.005%
7/5/2024 Thurston Springer Miller Herd & Titak Inc.428$67K0.0%N/A0.000%
7/5/2024 HBW Advisory Services LLC2,432$381K0.1%-19.9%0.001%
7/5/2024 DNB Asset Management AS89,790$14.08M0.1%+44.7%0.027%
7/3/2024 Everence Capital Management Inc.37,850$6.05M0.4%+7.2%0.012%
7/2/2024 Hudson Valley Investment Advisors Inc. ADV2,276$357K0.0%+18.2%0.001%
7/2/2024 Massmutual Trust Co. FSB ADV42,716$6.70M0.2%+23.7%0.013%
7/2/2024 GAMMA Investing LLC8,781$1.38M0.2%+66.0%0.003%
7/2/2024 Appleton Partners Inc. MA3,774$592K0.0%-4.4%0.001%
7/1/2024 Kathmere Capital Management LLC2,298$360K0.0%-17.4%0.001%
7/1/2024 Cullen Investment Group LTD.1,516$238K0.0%-14.4%0.000%
7/1/2024 Bank of New Hampshire430$67K0.0%+91.1%0.000%
6/11/2024EverSource Wealth Advisors LLC4,673$747K0.1%-1.4%0.001%
6/6/2024Westwood Holdings Group Inc.231,516$39.52M0.3%N/A0.071%
6/4/2024DekaBank Deutsche Girozentrale175,647$29.20M0.1%+0.2%0.054%
5/29/2024Pathway Financial Advisers LLC194$33K0.0%N/A0.000%
5/29/2024Garde Capital Inc.885$151K0.0%-12.7%0.000%
5/28/2024Teachers Retirement System of The State of Kentucky29,117$4.97M0.0%-7.4%0.009%
5/24/2024Cetera Advisors LLC41,165$7.03M0.1%+242.2%0.013%
5/24/2024Cetera Investment Advisers110,825$18.92M0.0%+78.1%0.034%
5/24/2024Invst LLC7,785$1.34M0.2%+1.1%0.002%
5/23/2024Community Trust & Investment Co.19,162$3.27M0.2%-2.7%0.006%
5/22/2024Burney Co.42,194$7.20M0.3%+1.4%0.013%
5/22/2024Orleans Capital Management Corp LA15,835$2.70M1.8%-12.8%0.005%
5/21/2024Atria Investments Inc43,442$7.42M0.1%+2.9%0.013%
5/21/2024Sanibel Captiva Trust Company Inc.5,452$931K0.0%+7.9%0.002%
5/20/2024Virtu Financial LLC11,850$2.02M0.2%N/A0.004%
5/17/2024Wahed Invest LLC6,441$1.10M0.3%+11.1%0.002%
5/17/2024Citizens Financial Group Inc. RI1,482$253K0.0%N/A0.000%
5/17/2024Heartland Bank & Trust Co4,859$829K0.5%-1.6%0.001%
5/17/2024Plato Investment Management Ltd6,512$1.11M0.1%+971.1%0.002%
5/17/2024Yaupon Capital Management LP207,000$35.33M1.8%+234.5%0.063%
5/17/2024iA Global Asset Management Inc.21,903$3.74M0.0%-39.0%0.007%
5/17/2024Vista Investment Partners LLC1,270$217K0.1%N/A0.000%
5/17/2024LBP AM SA47,646$8.13M0.3%-9.4%0.015%
5/17/2024Comerica Bank86,182$14.71M0.1%+3.8%0.026%
5/17/2024Hancock Whitney Corp8,670$1.48M0.1%-9.8%0.003%
5/17/2024Coppell Advisory Solutions Corp.4,414$753K0.1%N/A0.001%
5/17/2024Castleark Management LLC129,700$22.14M0.9%+1,936.1%0.040%
5/17/2024Tidal Investments LLC58,632$9.97M0.2%+59.0%0.018%
5/16/2024Redwood Investment Management LLC41,728$7.12M0.7%-17.1%0.013%
5/16/2024California State Teachers Retirement System585,610$99.96M0.1%-0.8%0.179%
5/16/2024B. Riley Wealth Advisors Inc.11,464$1.96M0.0%+2.2%0.004%
5/16/2024Industrial Alliance Investment Management Inc.2,453$419K0.2%+4.4%0.001%
5/16/2024Jacobs Levy Equity Management Inc.1,548,476$264.31M1.2%+3.6%0.474%
5/16/2024Janus Henderson Group PLC49,268$8.41M0.0%-1.6%0.015%
5/16/2024Kennedy Capital Management LLC1,208$206K0.0%N/A0.000%
5/16/2024Bridgeway Capital Management LLC98,950$16.89M0.3%+3.7%0.030%
5/16/2024Benchmark Investment Advisors LLC1,358$232K0.2%N/A0.000%
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5/16/2024Bornite Capital Management LP253,100$43.20M7.2%+65.2%0.077%
5/16/2024Paloma Partners Management Co1,731$295K0.0%-91.4%0.001%
5/15/2024Ascent Group LLC3,977$679K0.1%-4.3%0.001%
5/15/2024SVB Wealth LLC76,100$12.99M0.3%-47.5%0.023%
5/15/2024Mount Yale Investment Advisors LLC5,679$969K0.1%N/A0.002%
5/15/2024Public Employees Retirement System of Ohio173,841$29.67M0.1%-5.1%0.053%
5/15/2024Public Employees Retirement Association of Colorado48,861$8.34M0.0%-10.9%0.015%
5/15/2024Energy Income Partners LLC10,116$1.73M0.0%+32.8%0.003%
5/15/2024Morse Asset Management Inc10,115$1.73M0.4%+4.5%0.003%
5/15/2024Kentucky Retirement Systems Insurance Trust Fund11,235$1.92M0.1%-7.4%0.003%
(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, 1,552 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 1,335 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 ($1.60M).

How much institutional buying is happening at Valero Energy?

Institutional investors have bought a total of 70,587,438 shares in the last 24 months. This purchase volume represents approximately $8.81B in transactions.

Which Valero Energy major shareholders have been selling company stock?

Of the 980 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 68,473,414 shares in the last 24 months. This volume of shares sold represents approximately $8.45B in transactions.


This page (NYSE:VLO) was last updated on 7/14/2024 by MarketBeat.com Staff

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