Valero Energy (VLO) Institutional Ownership

$156.13
-2.74 (-1.72%)
(As of 05/10/2024 ET)

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

Current
Institutional Ownership
Percentage
78.69%
Number of
Institutional Buyers
(last 12 months)
899
Total
Institutional Inflows
(last 12 months)
$4.77B
Number of
Institutional Sellers
(last 12 months)
704
Total
Institutional Outflows
(last 12 months)
$3.90B
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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
5/11/2024Trustmark National Bank Trust Department12,100$2.07M0.2%+97.7%0.004%
5/11/2024Covestor Ltd549$94K0.1%-33.0%0.000%
5/11/2024Cynosure Group LLC2,109$360K0.1%N/A0.001%
5/11/2024Jacobi Capital Management LLC16,299$2.78M0.3%+3.9%0.005%
5/11/2024Edgestream Partners L.P.2,467$421K0.0%-79.6%0.001%
5/10/2024Allstate Corp1,322$226K0.0%N/A0.000%
5/10/2024Ontario Teachers Pension Plan Board6,877$1.17M0.0%-52.5%0.002%
5/10/2024Osaic Holdings Inc.146,160$24.96M0.1%-32.6%0.045%
5/10/2024Acadian Asset Management LLC1,558,750$266.04M0.9%+37.6%0.477%
5/10/2024TIAA Trust National Association6,316$1.08M0.0%+7.7%0.002%
5/10/2024Vanguard Group Inc.31,749,385$5.42B0.1%-1.1%9.709%
5/10/2024Viawealth LLC12,068$2.06M1.3%-1.2%0.004%
5/10/2024Spirepoint Private Client LLC2,375$405K0.1%N/A0.001%
5/10/2024Intech Investment Management LLC65,669$11.21M0.2%-70.5%0.020%
5/10/2024Mitsubishi UFJ Trust & Banking Corp327,682$56.22M0.1%-7.2%0.100%
5/10/2024First Foundation Advisors216$37K0.0%N/A0.000%
5/10/2024Banco 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%
5/9/2024 HBK Sorce Advisory LLC2,443$417K0.0%N/A0.001%
5/9/2024 Midwest Professional Planners LTD.5,944$1.02M0.4%N/A0.002%
5/9/2024 Beacon Investment Advisory Services Inc.25,408$4.34M0.2%+5.3%0.008%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.403,073$68.80M0.1%+14.8%0.123%
5/9/2024 Private Management Group Inc.368,716$62.94M2.4%-9.3%0.113%
5/9/2024 Angeles Wealth Management LLC1,440$246K0.0%N/A0.000%
5/9/2024 State Board of Administration of Florida Retirement System453,759$77.45M0.1%+18.6%0.139%
5/9/2024 WP Advisors LLC37,484$6.40M2.1%-0.5%0.011%
5/9/2024 Koshinski Asset Management Inc.5,609$957K0.1%-27.8%0.002%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.44,243$7.55M0.0%+15.2%0.014%
5/8/2024 Barings LLC65,833$11.24M0.3%+38.7%0.020%
5/8/2024 Everence Capital Management Inc.35,310$6.03M0.4%+7.1%0.011%
5/8/2024 Richard C. Young & CO. LTD.86,614$14.78M1.9%-2.4%0.026%
5/8/2024 Bleakley Financial Group LLC8,287$1.42M0.0%+3.9%0.003%
5/8/2024 Great Diamond Partners LLC1,245$213K0.0%N/A0.000%
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5/8/2024 Neumann Capital Management LLC8,013$1.37M0.5%-3.6%0.002%
5/8/2024 Heritage Wealth Advisors50,000$8.53M0.3%+1,701.2%0.015%
5/8/2024 ProShare Advisors LLC61,686$10.53M0.0%-8.4%0.019%
5/8/2024 Commonwealth of Pennsylvania Public School Empls Retrmt SYS74,739$12.76M0.1%+0.2%0.023%
5/8/2024 Avantax Advisory Services Inc.48,625$8.30M0.1%+6.0%0.015%
5/8/2024 US Bancorp DE207,629$35.44M0.0%-1.6%0.063%
5/8/2024 Russell Investments Group Ltd.641,071$108.96M0.2%-1.7%0.196%
5/8/2024 Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.82,064$14.01M2.2%-1.6%0.025%
5/8/2024 Qsemble Capital Management LP16,670$2.85M0.6%+287.3%0.005%
5/8/2024 QRG Capital Management Inc.73,803$12.60M0.2%+30.5%0.023%
5/8/2024 Williams Jones Wealth Management LLC.14,279$2.44M0.0%+15.9%0.004%
5/8/2024 Inspire Investing LLC7,863$1.34M0.1%+129.4%0.002%
5/8/2024 Inspire Advisors LLC4,824$823K0.1%+7.6%0.001%
5/8/2024 Thoroughbred Financial Services LLC29,236$4.99M0.5%-18.4%0.009%
5/8/2024 Donoghue Forlines LLC4,454$760K0.2%-8.3%0.001%
5/7/2024 Verus Capital Partners LLC1,713$292K0.0%-9.7%0.001%
5/7/2024 Meeder Advisory Services Inc.5,265$899K0.1%+5.7%0.002%
5/7/2024 Meeder Asset Management Inc.69,462$11.86M0.7%+36.7%0.021%
5/7/2024 NorthRock Partners LLC1,977$337K0.0%-4.4%0.001%
5/7/2024 Choate Investment Advisors1,487$254K0.0%-22.3%0.000%
5/7/2024 WNY Asset Management LLC4,540$775K0.1%-7.7%0.001%
5/7/2024 Sei Investments Co.229,995$39.26M0.1%+11.8%0.070%
5/7/2024 Keudell Morrison Wealth Management3,054$521K0.2%+6.6%0.001%
5/7/2024 Atomi Financial Group Inc.4,049$691K0.1%+150.2%0.001%
5/7/2024 Montag A & Associates Inc.2,778$474K0.0%-68.8%0.001%
5/7/2024 TCI Wealth Advisors Inc.2,336$399K0.0%-2.7%0.001%
5/7/2024 Redwood Wealth Management Group LLC4,011$685K0.7%-3.2%0.001%
5/7/2024 KCM Investment Advisors LLC5,293$903K0.0%+19.4%0.002%
5/7/2024 Swiss National Bank1,019,600$174.04M0.1%-7.7%0.312%
5/7/2024 Highland Capital Management LLC31,071$5.30M0.3%-1.2%0.010%
5/7/2024 Illinois Municipal Retirement Fund68,687$11.72M0.2%-20.3%0.021%
5/7/2024 Oppenheimer Asset Management Inc.1,329$227K0.0%-14.6%0.000%
5/7/2024 PFG Advisors1,358$232K0.0%N/A0.000%
5/7/2024 Oppenheimer & Co. Inc.40,707$6.95M0.1%+14.5%0.012%
5/7/2024 Brooklyn Investment Group1,544$267K0.1%N/A0.000%
5/7/2024 Hilltop National Bank3,036$518K0.2%N/A0.001%
5/7/2024 Wealthspire Advisors LLC13,929$2.38M0.0%-1.0%0.004%
5/7/2024 JCIC Asset Management Inc.48,090$8.21M3.4%+0.3%0.015%
5/7/2024 Empowered Funds LLC175,231$29.91M0.5%-2.1%0.054%
5/7/2024 AIA Group Ltd1,589$271K0.0%-16.1%0.000%
5/6/2024 LSV Asset Management1,688,122$288.15M0.6%-3.0%0.516%
5/6/2024 Envestnet Portfolio Solutions Inc.18,717$3.20M0.0%+54.4%0.006%
5/6/2024 Empirical Finance LLC20,943$3.58M0.2%+2.1%0.006%
5/6/2024 OLD Second National Bank of Aurora23,764$4.06M1.1%-2.7%0.007%
5/6/2024 Ballast Inc.5,846$998K0.3%+2.4%0.002%
5/6/2024 Advisory Services Network LLC36,920$6.30M0.1%+5.7%0.011%
5/6/2024 TFG Advisers LLC4,753$811K0.3%+3.8%0.001%
5/6/2024 Oxbow Advisors LLC2,405$410K0.1%+22.5%0.001%
5/6/2024 Texas Permanent School Fund Corp70,403$12.02M0.1%+0.1%0.022%
5/6/2024 swisspartners Advisors Ltd69,710$11.90M9.1%+1.4%0.021%
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5/4/2024 Lester Murray Antman dba SimplyRich1,435$245K0.1%N/A0.000%
5/4/2024 Affinity Investment Advisors LLC14,507$2.48M1.8%-5.3%0.004%
5/4/2024 Csenge Advisory Group4,006$684K0.0%-19.9%0.001%
5/3/2024 VeraBank N.A.1,524$260K0.1%N/A0.000%
5/3/2024 Catalina Capital Group LLC1,761$301K0.1%N/A0.001%
5/3/2024 Avidian Wealth Solutions LLC9,258$1.58M0.1%+1.8%0.003%
5/3/2024 Mediolanum International Funds Ltd104,312$17.51M0.3%N/A0.031%
5/3/2024 Smithbridge Asset Management Inc. DE9,931$1.70M0.3%-4.6%0.003%
5/3/2024 Westchester Capital Management Inc.89,854$15.34M3.9%-1.1%0.027%
5/3/2024 Chevy Chase Trust Holdings LLC189,803$32.40M0.1%-0.7%0.057%
(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, 1,539 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 1,327 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), Acadian Asset Management LLC ($2.09M), and Assenagon Asset Management S.A. ($1.70M).

How much institutional buying is happening at Valero Energy?

Institutional investors have bought a total of 73,894,316 shares in the last 24 months. This purchase volume represents approximately $9.04B 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. ($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 69,199,694 shares in the last 24 months. This volume of shares sold represents approximately $8.48B in transactions.


This page (NYSE:VLO) was last updated on 5/12/2024 by MarketBeat.com Staff

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