VLO Valero Energy Corporation
Valero Energy Corporation (VLO) Institutional Ownership
What the institutions did with VLO last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| MassMutual Private Wealth & Trust, FSB | 27.0K | 38.1% |
| Coastline Trust Co | 8.5K | 12.0% |
| GoalVest Advisory LLC | 6.0K | 8.5% |
| ROCKLAND TRUST CO | 5.7K | 8.0% |
| Rosenberg Matthew Hamilton | 4.9K | 7.0% |
| CX Institutional | 4.0K | 5.6% |
| COLLECTIVE FAMILY OFFICE LLC | 3.3K | 4.7% |
| Montecito Bank & Trust | 3.0K | 4.3% |
| Versant Capital Management, Inc | 1.9K | 2.7% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1.4K | 2.0% |
| Hickory Point Bank & Trust | 1.0K | 1.5% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 959 | 1.4% |
| Stonebridge Financial Group, LLC | 817 | 1.2% |
| Central Pacific Bank - Trust Division | 682 | 1.0% |
| PRIVATE CLIENT SERVICES, LLC | 583 | 0.8% |
| BURKETT FINANCIAL SERVICES, LLC | 557 | 0.8% |
| EASTERN BANK | 400 | 0.6% |
| General Partner, Inc. | 66 | 0.1% |
| Polaris Financial Partners | 31 | 0.0% |
| Planning Strategies Inc. | 22 | 0.0% |
| Roxbury Financial LLC | 18 | 0.0% |
| Noble Wealth Management PBC | 12 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Ballew Advisors, Inc | Sold Out | 7.3K | 0 | -7.3K |
| MassMutual Private Wealth & Trust, FSB | Reduced | 28.8K | 27.0K | -1.8K |
| Central Pacific Bank - Trust Division | Reduced | 1.9K | 682 | -1.2K |
| Coastline Trust Co | Reduced | 9.1K | 8.5K | -600 |
| PRIVATE CLIENT SERVICES, LLC | New | 0 | 583 | +583 |
| CX Institutional | Increased | 3.6K | 4.0K | +309 |
| GoalVest Advisory LLC | Reduced | 6.2K | 6.0K | -150 |
| COLLECTIVE FAMILY OFFICE LLC | Reduced | 3.4K | 3.3K | -130 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Increased | 838 | 959 | +121 |
| BURKETT FINANCIAL SERVICES, LLC | Reduced | 624 | 557 | -67 |
| Versant Capital Management, Inc | Reduced | 2.0K | 1.9K | -38 |
| Stonebridge Financial Group, LLC | Increased | 788 | 817 | +29 |
| EASTERN BANK | Reduced | 425 | 400 | -25 |
| ROCKLAND TRUST CO | Reduced | 5.7K | 5.7K | -18 |
| TOMPKINS FINANCIAL CORP | Sold Out | 15 | 0 | -15 |
| Planning Strategies Inc. | Increased | 19 | 22 | +3 |
| Noble Wealth Management PBC | Reduced | 13 | 12 | -1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.