Public record / Tickers / VLO

VLO — VALERO ENERGY CORP/TX

Both disclosure regimes on one name: who in Congress filed about VLO, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
47
all PTR rows naming VLO
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
02-13
filed 2026-02-13
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

John Hoeven · $100K–$250K

Sale · traded 2016-12-16 → filed 2016-12-20. Ranked over every VLO row by the provable lower bound, never a point estimate.

1 member · 0 buys / 1 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

6 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

9 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 9 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING VLO · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning VLO
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-02-13Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 01-09 +35d$1K–$15K
2025-09-12Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 08-06 +37d$1K–$15K
2025-06-14John Boozman R–ARSale · JT (jointly owned)Traded 05-13 +32d$1K–$15K
2025-06-11Markwayne Mullin R–OKPurchase · JT (jointly owned)Traded 05-13 +29d$50K–$100K
2025-06-09Robert P. Bresnahan, Jr. R–PA-8PurchaseTraded 05-15 +25d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 47 ↗

Members active in VLO

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing VLO in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-311−$15.0K to −$1.0K2

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · VLO

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
1 Caxton Associates $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · VALERO ENERGY CORP

Merged timeline of congressional filings and notable-manager moves on VLO
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+15,783 sh
2026-05-15Bridgewater Associates 13Fadd+47,652 sh
2026-05-14Caxton Associates 13Fexit−10,149 sh

3 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of VLO for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$6.4B1
2VANGUARD CAPITAL MANAGEMENT LLC$4.8B1
3STATE STREET CORP$4.8B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$3.7B1
5FMR LLC$2.1B1
6GEODE CAPITAL MANAGEMENT, LLC$2.0B1
7MORGAN STANLEY$1.8B1
8AMERIPRISE FINANCIAL INC$1.6B1
9FRANKLIN RESOURCES INC$1.6B1
10BANK OF AMERICA CORP /DE/$1.2B1
11BARCLAYS PLC$880M1
12NORTHERN TRUST CORP$800M1
13Bank of New York Mellon Corp$734M1
14CHARLES SCHWAB INVESTMENT MANAGEMENT INC$727M1
15ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$702M1
16Nuveen, LLC$673M1
17Invesco Ltd.$651M1
18Amundi$639M1
19DIMENSIONAL FUND ADVISORS LP$615M1
20MASSACHUSETTS FINANCIAL SERVICES CO /MA/$504M1
21UBS Group AG$435M1
22Legal & General Group Plc$434M1
23VANGUARD FIDUCIARY TRUST CO$423M1
24Allianz Asset Management GmbH$404M1
25UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$380M1
26AGF MANAGEMENT LTD$356M1
27ROYAL BANK OF CANADA$355M1
28Allspring Global Investments Holdings, LLC$344M1
29MILLENNIUM MANAGEMENT LLC$334M1
301832 Asset Management L.P.$329M1
31WELLINGTON MANAGEMENT GROUP LLP$324M1
32RAYMOND JAMES FINANCIAL INC$295M1
33WELLS FARGO & COMPANY/MN$284M1
34Life Cycle Investment Partners Ltd$279M1
35DEUTSCHE BANK AG\$238M1
36MONTRUSCO BOLTON INVESTMENTS INC.$231M1
37VICTORY CAPITAL MANAGEMENT INC$223M1
38Swiss National Bank$221M1
39JACOBS LEVY EQUITY MANAGEMENT, INC$200M1
40HSBC HOLDINGS PLC$179M1
41VOYA INVESTMENT MANAGEMENT LLC$178M1
42Mitsubishi UFJ Asset Management Co., Ltd.$172M1
43TWO SIGMA INVESTMENTS, LP$171M1
44AQR CAPITAL MANAGEMENT LLC$170M1
45Robeco Institutional Asset Management B.V.$167M1
46Vanguard Global Advisers, LLC$165M1
47BANK OF MONTREAL /CAN/$165M1
48CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$163M1
49Sumitomo Mitsui Trust Group, Inc.$161M1
50MANUFACTURERS LIFE INSURANCE COMPANY, THE$150M1
51Empower Advisory Group, LLC$148M1
52STIFEL FINANCIAL CORP$147M1
53VANGUARD ASSET MANAGEMENT, Ltd$141M1
54LPL Financial LLC$136M1
55National Pension Service$134M1
56FIL Ltd$131M1
57ROYAL LONDON ASSET MANAGEMENT LTD$113M1
58Qube Research & Technologies Ltd$111M1
59HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$104M1
60JENNISON ASSOCIATES LLC$102M1
61WORLDQUANT MILLENNIUM ADVISORS LLC$97.6M1
62CITIGROUP INC$95.4M1
63PRINCIPAL FINANCIAL GROUP INC$87.8M1
64Ensign Peak Advisors, Inc$86.6M1
65Universal- Beteiligungs- und Servicegesellschaft mbH$81.3M1
66M&T BANK CORP$81.1M1
67AVIVA PLC$77.7M1
68SEI INVESTMENTS CO$74.3M1
69Squarepoint Ops LLC$71.2M1
70DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$70.6M1
71ENVESTNET ASSET MANAGEMENT INC$67.9M1
72STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$67.4M1
73Korea Investment CORP$67.1M1
74ALLIANCEBERNSTEIN L.P.$65.1M1
75O'SHAUGHNESSY ASSET MANAGEMENT, LLC$63.5M1
76NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$63.4M1
77CIBC WORLD MARKET INC.$62.3M1
78Zurcher Kantonalbank (Zurich Cantonalbank)$62.3M1
79ADAGE CAPITAL PARTNERS GP, L.L.C.$61.3M1
80BALYASNY ASSET MANAGEMENT L.P.$61.2M1
81Corient Private Wealth LLC$59.4M1
82Pictet Asset Management Holding SA$59.2M1
83SUSQUEHANNA INTERNATIONAL GROUP, LLP$57.5M1
84CITADEL ADVISORS LLC$56.5M1
85EP Wealth Advisors, LLC$55.5M1
86Focus Partners Wealth$55.0M1
87PRIVATE MANAGEMENT GROUP INC$54.2M1
88KLP KAPITALFORVALTNING AS$54.0M1
89FIRST TRUST ADVISORS LP$53.4M1
90Gotham Asset Management, LLC$53.3M1
91Quantinno Capital Management LP$52.6M1
92GROUPAMA ASSET MANAGMENT$52.3M1
93Eurizon Capital SGR S.p.A.$49.9M1
94PANAGORA ASSET MANAGEMENT INC$49.2M1
95STATE OF WISCONSIN INVESTMENT BOARD$49.1M1
96NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$47.8M1
97AMERICAN CENTURY COMPANIES INC$46.9M1
98Solus Alternative Asset Management LP$46.8M1
99Cetera Investment Advisers$46.7M1
100Rokos Capital Management LLP$46.1M1
101US BANCORP \DE\$44.7M1
102AE Wealth Management LLC$44.3M1
103Mariner, LLC$42.8M1
104PRUDENTIAL FINANCIAL INC$42.2M1
105Sanctuary Advisors, LLC$41.2M1
106NISA INVESTMENT ADVISORS, LLC$41.1M1
107Freestone Grove Partners LP$41.0M1
108COUNTRY TRUST BANK$40.6M1
109CONNING INC.$40.6M1
110Badgley Phelps Wealth Managers, LLC$40.1M1
111SCHRODER INVESTMENT MANAGEMENT GROUP$39.5M1
112TD ASSET MANAGEMENT INC$38.0M1
113CANADA PENSION PLAN INVESTMENT BOARD$37.4M1
114Chevy Chase Trust Holdings, LLC$37.2M1
115Pinnacle Financial Partners, Inc.$37.2M1
116NOMURA ASSET MANAGEMENT CO LTD$36.8M1
117BNP Paribas Asset Management Holding S.A.$36.3M1
118PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$36.3M1
119MACKENZIE FINANCIAL CORP$35.7M1
120Mitsubishi UFJ Trust & Banking Corp$35.2M1
121COMMONWEALTH EQUITY SERVICES, LLC$35.2M1
122Vanguard Investments Australia, Ltd.$35.1M1
123TREMBLANT CAPITAL GROUP$35.0M1
124Sagefield Capital LP$34.6M1
125STOREBRAND ASSET MANAGEMENT AS$34.6M1
126Janus Henderson Group Ltd.$33.7M1
127Bridgewater Associates, LP$33.1M1
128Cinctive Capital Management LP$33.1M1
129NEW YORK STATE COMMON RETIREMENT FUND$32.4M1
130Artemis Investment Management LLP$31.9M1
131Summit Street Capital Management, LLC$31.5M1
132Asset Management One Co., Ltd.$31.2M1
133Cerity Partners LLC$30.9M1
134TRUIST FINANCIAL CORP$30.7M1
135MARTINGALE ASSET MANAGEMENT L P$30.6M1
136Baird Financial Group, Inc.$29.8M1
137Creative Planning$29.6M1
138CIBC Bancorp USA Inc.$29.5M1
139HighTower Advisors, LLC$29.2M1
140NATIONAL BANK OF CANADA /FI/$28.8M1
141Empowered Funds, LLC$28.8M1
142SouthState Bank Corp$28.6M1
143Aberdeen Group plc$28.4M1
144AMF Tjanstepension AB$27.6M1
145Jain Global LLC$27.4M1
146Weiss Asset Management LP$26.1M1
147State of New Jersey Common Pension Fund D$26.0M1
148Willis Investment Counsel$25.8M1
149BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$25.2M1
150Foster Victor Wealth Advisors, LLC$25.0M1
151Candriam S.C.A.$25.0M1
152Rockefeller Capital Management L.P.$24.9M1
153Alyeska Investment Group, L.P.$24.8M1
154Resona Asset Management Co.,Ltd.$23.9M1
155TEACHER RETIREMENT SYSTEM OF TEXAS$23.6M1
156Crossmark Global Holdings, Inc.$23.6M1
157BANK OF NOVA SCOTIA$23.5M1
158ADAMS NATURAL RESOURCES FUND, INC.$23.5M1
159Beacon Pointe Advisors, LLC$23.1M1
160NORDEA INVESTMENT MANAGEMENT AB$22.9M1
161Assenagon Asset Management S.A.$22.6M1
162OSAIC HOLDINGS, INC.$22.5M1
163Applied Finance Capital Management, LLC$22.2M1
164TORONTO DOMINION BANK$22.1M1
165AIA Group Ltd$22.1M1
166Rafferty Asset Management, LLC$22.1M1
167Guinness Asset Management LTD$22.0M1
168STATE OF MICHIGAN RETIREMENT SYSTEM$21.9M1
169OFI INVEST ASSET MANAGEMENT$21.6M1
170ADELL HARRIMAN & CARPENTER INC$21.5M1
171PUBLIC SECTOR PENSION INVESTMENT BOARD$21.4M1
172PINNACLE ASSOCIATES LTD$21.4M1
173Lido Advisors, LLC$21.1M1
174United Capital Management of KS, Inc.$21.1M1
175Aware Super Pty Ltd as trustee of Aware Super$21.0M1
176DISCOVERY CAPITAL MANAGEMENT, LLC / CT$21.0M1
177Arizona State Retirement System$20.6M1
178Czech National Bank$20.5M1
179Wealthfront Advisers LLC$20.4M1
180WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$20.2M1
181Richard C. Young & CO., LTD.$20.1M1
182Ceredex Value Advisors LLC$19.9M1
183IEQ CAPITAL, LLC$19.7M1
184CIBC Asset Management Inc$19.5M1
185NorthCrest Asset Manangement, LLC$19.5M1
186FIFTH THIRD BANCORP$19.4M1
187Zurich Insurance Group Ltd/FI$19.1M1
188MetLife Investment Management, LLC$17.6M1
189COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$17.6M1
190Paradiem, LLC$17.4M1
191Union Bancaire Privee, UBP SA$17.4M1
192Federation des caisses Desjardins du Quebec$17.4M1
193OpenArc Corporate Advisory, LLC$17.3M1
194KWMG, LLC$17.3M1
195Sterling Capital Management LLC$17.2M1
196DnB Asset Management AS$17.2M1
197Calamos Advisors LLC$16.8M1
198Retirement Systems of Alabama$16.0M1
199Adams Asset Advisors, LLC$15.9M1
200Summit Financial Wealth Advisors, LLC$15.9M1
201Advisors Asset Management, Inc.$15.6M1
202ATALANTA SOSNOFF CAPITAL, LLC$15.5M1
203FEDERATED HERMES, INC.$15.3M1
204XPONANCE LLC$15.3M1
205Kestra Advisory Services, LLC$14.9M1
206Praetorian PR LLC$14.8M1
207Mirae Asset Global Investments Co., Ltd.$14.8M1
208Woodline Partners LP$14.8M1
209NewEdge Advisors, LLC$14.7M1
210Daiwa Securities Group Inc.$14.5M1
211Man Group plc$14.2M1
212Sienna Gestion$13.9M1
213ProShare Advisors LLC$13.8M1
214QRG CAPITAL MANAGEMENT, INC.$13.7M1
215Westbourne Investment Advisors, Inc.$13.7M1
216HUTCHINSON CAPITAL MANAGEMENT/CA$13.6M1
217MERCER GLOBAL ADVISORS INC /ADV$13.5M1
218Vanguard Personalized Indexing Management, LLC$13.5M1
219BAILARD, INC.$13.5M1
220Swiss Life Asset Management Ltd$13.1M1
221Carmel Capital Management L.L.C.$13.0M1
222D.A. DAVIDSON & CO.$12.9M1
223AUXIER ASSET MANAGEMENT LLC$12.8M1
224Pathstone Holdings, LLC$12.7M1
225IFM Investors Pty Ltd$12.6M1
226Glenview Trust Co$12.2M1
227Utah Retirement Systems$12.2M1
228Nan Shan Life Insurance Co., Ltd.$12.2M1
229PETREDIS INVESTMENT ADVISORS LLC$12.0M1
230Private Advisor Group, LLC$11.9M1
231Texas Yale Capital Corp.$11.9M1
232MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$11.8M1
233LMCG INVESTMENTS, LLC$11.8M1
234CREDIT AGRICOLE S A$11.7M1
235OPPENHEIMER & CO INC$11.7M1
236JCIC Asset Management Inc.$11.6M1
237FLPUTNAM INVESTMENT MANAGEMENT CO$11.6M1
238HANCOCK WHITNEY CORP$11.6M1
239Cresset Asset Management, LLC$11.6M1
240FIDUCIARY TRUST CO$11.6M1
241Cambridge Financial Group, Inc.$11.5M1
242FOUNDATIONS INVESTMENT ADVISORS, LLC$11.5M1
243CWM, LLC$11.5M1
244Illinois Municipal Retirement Fund$11.4M1
245S.E.E.D. Planning Group LLC$11.4M1
246TD Waterhouse Canada Inc.$11.3M1
247Rakuten Investment Management, Inc.$11.3M1
248MACQUARIE GROUP LTD$11.3M1
249Sumitomo Mitsui DS Asset Management Company, Ltd$11.2M1
250NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.2M1
251AG2R LA MONDIALE GESTION D'ACTIFS$11.0M1
252SEMPER AUGUSTUS INVESTMENTS GROUP LLC$10.9M1
253YOUSIF CAPITAL MANAGEMENT, LLC$10.9M1
254COMMERCE BANK$10.8M1
255NEOS Investment Management LLC$10.7M1
256Walleye Trading LLC$10.7M1
257Y-Intercept (Hong Kong) Ltd$10.5M1
258Generali Asset Management SPA SGR$10.5M1
259Advisory Resource Group$10.5M1
260Bell & Brown Wealth Advisors, LLC$10.5M1
261Genus Capital Management Inc.$10.4M1
262BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$10.4M1
263Parallax Volatility Advisers, L.P.$10.4M1
264Avantax Planning Partners, Inc.$10.3M1
265Cambria Investment Management, L.P.$10.2M1
266Vinva Investment Management Ltd$10.2M1
267BLAIR WILLIAM & CO/IL$10.1M1
268MML INVESTORS SERVICES, LLC$10.0M1
269William B. Walkup & Associates, Inc.$10.0M1
270RIPOSTE CAPITAL LLC$9.9M1
271HITE Hedge Asset Management LLC$9.8M1
272Berger Financial Group, Inc$9.8M1
273Capital Investment Advisors, LLC$9.7M1
274NISSAY ASSET MANAGEMENT CORP /JAPAN$9.7M1
275Narwhal Capital Management$9.7M1
276Verition Fund Management LLC$9.4M1
277PATTON ALBERTSON MILLER GROUP, LLC$9.4M1
278JAMES INVESTMENT RESEARCH, INC.$9.3M1
279MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$9.3M1
280B. Metzler seel. Sohn & Co. AG$9.3M1
281BURNEY CO/$9.3M1
282Dakota Wealth Management$9.2M1
283TrueMark Investments, LLC$8.9M1
284OPAL CAPITAL LLC$8.9M1
285STEPHENS INC /AR/$8.8M1
286Steward Partners Investment Advisory, LLC$8.7M1
287OREGON PUBLIC EMPLOYEES RETIREMENT FUND$8.6M1
288Atlantic Union Bankshares Corp$8.5M1
289SAPIENT CAPITAL LLC$8.5M1
290GQG Partners LLC$8.4M1
291Annex Advisory Services, LLC$8.3M1
292OneDigital Investment Advisors LLC$8.2M1
293BEACON INVESTMENT ADVISORY SERVICES, INC.$8.2M1
294MANNING & NAPIER ADVISORS LLC$8.1M1
295Ascent Wealth Partners, LLC$8.1M1
296Atria Investments, Inc$8.1M1
297Rice Partnership, LLC$8.1M1
298Forvis Mazars Wealth Advisors, LLC$8.0M1
299WP Advisors, LLC$7.9M1
300FIRST NATIONAL TRUST CO$7.8M1
301&PARTNERS$7.8M1
302Hudson Capital Management LLC$7.7M1
303MAI Capital Management$7.5M1
304Osmosis Investment Management UK Ltd$7.5M1
305MONTGOMERY INVESTMENT MANAGEMENT INC$7.4M1
306DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$7.4M1
307Goelzer Investment Management, Inc.$7.2M1
308Signature Wealth Management Group$7.1M1
309Groupe la Francaise$7.1M1
310Shepherd Financial Partners LLC$7.1M1
311Elo Mutual Pension Insurance Co$7.1M1
312Convergence Investment Partners, LLC$7.0M1
313WASHINGTON TRUST BANK$7.0M1
314MinichMacGregor Wealth Management, LLC$6.9M1
315OMERS ADMINISTRATION Corp$6.9M1
316Gladstone Institutional Advisory LLC$6.8M1
317BARINGS LLC$6.7M1
318Allworth Financial LP$6.7M1
319GUGGENHEIM CAPITAL LLC$6.6M1
320Oak Thistle LLC$6.5M1
321Northwest Bancshares, Inc.$6.5M1
322NewSquare Capital LLC$6.5M1
323UniSuper Management Pty Ltd$6.4M1
324PRIMECAP MANAGEMENT CO/CA/$6.4M1
325GLENMEDE TRUST CO NA$6.4M1
326HIGHLAND CAPITAL MANAGEMENT, LLC$6.3M1
327Tidal Investments LLC$6.3M1
328Procyon Advisors, LLC$6.2M1
329Sequoia Financial Advisors, LLC$6.1M1
330KESTRA PRIVATE WEALTH SERVICES, LLC$6.1M1
331Howard Capital Management, LLC$6.1M1
332Axecap Investments, LLC$6.0M1
333one8zero8, LLC$6.0M1
334EVOLVE PRIVATE WEALTH, LLC$5.8M1
335Trinity Legacy Partners, LLC$5.8M1
336WELCH & FORBES LLC$5.8M1
337Teamwork Financial Advisors, LLC$5.7M1
338Connor, Clark & Lunn Investment Management Ltd.$5.7M1
339XTX Topco Ltd$5.7M1
340MGO ONE SEVEN LLC$5.6M1
341FOURPATH CAPITAL MANAGEMENT, LLC$5.6M1
342Stanley-Laman Group, Ltd.$5.5M1
343Geneva Partners, LLC$5.4M1
344Investment Management Corp of Ontario$5.4M1
345Journey Advisory Group, LLC$5.4M1
346Family Manage LLC$5.3M1
347HB Wealth Management, LLC$5.2M1
348DRW Securities, LLC$5.2M1
349CENTRAL TRUST Co$5.2M1
350Cypress Capital Group$5.2M1
351OLD SECOND NATIONAL BANK OF AURORA$5.2M1
352Inspire Investing, LLC$5.2M1
353AustralianSuper Pty Ltd$5.1M1
354Geneos Wealth Management Inc.$5.1M1
355JANE STREET GROUP, LLC$5.1M1
356CrossGen Wealth, LLC$5.0M1
357Orion Porfolio Solutions, LLC$5.0M1
358Norinchukin Bank, The$5.0M1
359Stratos Wealth Partners, LTD.$4.9M1
360Mader & Shannon Wealth Management, Inc.$4.9M1
361Smartleaf Asset Management LLC$4.9M1
362Merit Financial Group, LLC$4.9M1
363Encore Global Management, LP$4.9M1
364SCOTIA CAPITAL INC.$4.9M1
365Caprock Group, LLC$4.8M1
366REGIONS FINANCIAL CORP$4.8M1
367Metis Global Partners, LLC$4.7M1
368Uniplan Investment Counsel, Inc.$4.7M1
369BAHL & GAYNOR INC$4.6M1
370MIZUHO SECURITIES USA LLC$4.6M1
371Cherokee Insurance Co$4.5M1
372BENJAMIN EDWARDS INC$4.5M1
373GATEWAY INVESTMENT ADVISERS LLC$4.5M1
374Triad Wealth Partners, LLC$4.5M1
375KEYBANK NATIONAL ASSOCIATION/OH$4.5M1
376Jacobi Capital Management LLC$4.5M1
377StoneX Group Inc.$4.4M1
378First National Bank of Mount Dora, Trust Investment Services$4.4M1
379DONALDSON CAPITAL MANAGEMENT, LLC$4.4M1
380Heritage Wealth Management, Inc.$4.4M1
381Dana Investment Advisors, Inc.$4.3M1
382Pinnacle Wealth Management Advisory Group, LLC$4.3M1
383HARTFORD INVESTMENT MANAGEMENT CO$4.3M1
384Generali Investments CEE, investicni spolecnost, a.s.$4.3M1
385ABN AMRO INVESTMENT SOLUTIONS$4.3M1
386Kingsview Wealth Management, LLC$4.2M1
387Prospera Financial Services Inc$4.2M1
388BEACON INVESTMENT ADVISORS LLC$4.2M1
389Diversified Trust Co$4.2M1
390Waverly Advisors, LLC$4.2M1
391M3 Wealth Management, LLC$4.2M1
392Savant Capital, LLC$4.2M1
393Wealth Advisory Solutions, LLC$4.1M1
394Empirical Finance, LLC$4.1M1
395Ethic Inc.$4.1M1
396Prosperity Consulting Group, LLC$4.1M1
397Equitable Holdings, Inc.$4.0M1
398INTECH INVESTMENT MANAGEMENT LLC$4.0M1
399MARVIN & PALMER ASSOCIATES INC$4.0M1
400INTRUST BANK NA$4.0M1
401NAVELLIER & ASSOCIATES INC$3.9M1
402Unison Advisors LLC$3.9M1
403Nemes Rush Group LLC$3.9M1
404CWA Asset Management Group, LLC$3.8M1
405Quadrature Capital Ltd$3.8M1
406DAVENPORT & Co LLC$3.8M1
407Roundview Capital LLC$3.8M1
408Maryland State Retirement & Pension System$3.8M1
409MITCHELL & PAHL PRIVATE WEALTH, LLC$3.8M1
410Bragg Financial Advisors, Inc$3.7M1
411MYDA Advisors LLC$3.7M1
412JT Stratford LLC$3.6M1
413ExodusPoint Capital Management, LP$3.6M1
414MBM WEALTH CONSULTANTS, LLC$3.6M1
415PATTON FUND MANAGEMENT, INC.$3.6M1
416Alphadyne Asset Management LP$3.6M1
417PROFUND ADVISORS LLC$3.6M1
418UNITED CAPITAL FINANCIAL ADVISORS, LLC$3.6M1
419PRINCIPAL SECURITIES, INC.$3.6M1
420Brooklyn Investment Group$3.5M1
421NOMURA HOLDINGS INC$3.5M1
422Vident Advisory, LLC$3.4M1
423BankPlus Trust Department$3.4M1
424WESTWOOD HOLDINGS GROUP INC$3.4M1
425Schonfeld Strategic Advisors LLC$3.4M1
426BRIDGEWAY CAPITAL MANAGEMENT, LLC$3.4M1
427Siemens Fonds Invest GmbH$3.4M1
428Community Financial Services Group, LLC$3.4M1
429OLD NATIONAL BANCORP /IN/$3.3M1
430BAR HARBOR WEALTH MANAGEMENT$3.3M1
431Fifth Third Wealth Advisors LLC$3.3M1
432FULTON BANK, N.A.$3.3M1
433DANSKE BANK A/S$3.3M1
434MOSELEY INVESTMENT MANAGEMENT INC$3.3M1
435Independent Advisor Alliance$3.3M1
436BROWN ADVISORY INC$3.3M1
437Sigma Planning Corp$3.3M1
438Meiji Yasuda Asset Management Co Ltd.$3.2M1
439LEVEL FOUR ADVISORY SERVICES, LLC$3.2M1
440Financiere des Professionnels - Fonds d'investissement inc.$3.2M1
441AlTi Global, Inc.$3.2M1
442Independent Solutions Wealth Management, LLC$3.2M1
443Snowden Capital Advisors LLC$3.1M1
444MUFG Securities EMEA plc$3.1M1
445Summit Trail Advisors, LLC$3.1M1
446Caitong International Asset Management Co., Ltd$3.0M1
447River Street Advisors LLC$3.0M1
448PFG Investments, LLC$3.0M1
449EVENTIDE ASSET MANAGEMENT, LLC$3.0M1
450Compound Planning, Inc.$3.0M1
451SeaCrest Wealth Management, LLC$3.0M1
452VIAWEALTH, LLC$3.0M1
453RITHOLTZ WEALTH MANAGEMENT$3.0M1
454Caldwell Trust Co$3.0M1
455Bleakley Financial Group, LLC$3.0M1
456ORLEANS CAPITAL MANAGEMENT CORP/LA$3.0M1
457AFFINITY INVESTMENT ADVISORS, LLC$3.0M1
458FIDELIS CAPITAL PARTNERS, LLC$3.0M1
459KING LUTHER CAPITAL MANAGEMENT CORP$3.0M1
460BECKER CAPITAL MANAGEMENT INC$3.0M1
461COURIER CAPITAL LLC$2.9M1
462Integrated Advisors Network LLC$2.9M1
463Huntleigh Advisors, Inc.$2.9M1
464Focus Partners Advisor Solutions, LLC$2.9M1
465TOKIO MARINE ASSET MANAGEMENT CO LTD$2.9M1
466OPPENHEIMER ASSET MANAGEMENT INC.$2.9M1
467CHOREO, LLC$2.8M1
468Monument Capital Management$2.8M1
469Saudi Central Bank$2.8M1
470Stablepoint Partners, LLC$2.8M1
471Patriot Financial Group Insurance Agency, LLC$2.7M1
472Royal Palms Capital LLC$2.7M1
473J.W. COLE ADVISORS, INC.$2.7M1
474THREADGILL FINANCIAL, LLC$2.6M1
475UMB Bank, n.a.$2.6M1
476U.S. Capital Wealth Advisors, LLC$2.6M1
477United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$2.6M1
478Harvest Portfolios Group Inc.$2.6M1
479Cornerstone Select Advisors, LLC$2.6M1
480Dai-ichi Life Insurance Company, Ltd$2.6M1
481Sowell Financial Services LLC$2.6M1
482Laird Norton Wetherby Trust Company, LLC$2.6M1
483MRP Capital Investments, LLC$2.6M1
484Inscription Capital, LLC$2.5M1
485AlphaCore Capital LLC$2.5M1
486Polymer Capital Management (US) LLC$2.5M1
487Clearstead Advisors, LLC$2.5M1
488LMR Partners LLP$2.5M1
489CIDEL ASSET MANAGEMENT INC$2.5M1
490Apollon Wealth Management, LLC$2.5M1
491NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.4M1
492Machina Capital S.A.S.$2.4M1
493ALTFEST L J & CO INC$2.4M1
494DAYMARK WEALTH PARTNERS, LLC$2.4M1
495Brevan Howard Capital Management LP$2.4M1
496Ashton Thomas Private Wealth, LLC$2.4M1
497CAPITAL ADVISORS INC/OK$2.3M1
498ACCESS FINANCIAL SERVICES, INC.$2.3M1
499Legacy Bridge, LLC$2.3M1
500Smith Group Asset Management, LLC$2.3M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)0 buy / 1 sell
Congress net ($ bound)−$15.0K to −$1.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on VLO

RETAINED WINDOW · ACTIVE HITS

Zero hits on VLO in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for VLO · financials and macro

Financials — as filed PLANNED

VLO's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: VLO on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing