Latest Institutional Transactions on Valero Energy Corp (VLO)
This table provides information on the latest institutional transactions involving Valero Energy Corp (VLO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 25, 2025
Q2 2025
|
Sather Financial Group Inc
|
BUY
|
- |
2.2K+ 68.88% |
$230K - $312K
|
5.39K
$757K
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-72- 2.52% |
$7.54K - $10.2K
|
2.78K
$390K
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
8+ 0.26% |
$838 - $1.13K
|
3.05K
$428K
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.23K- 20.64% |
$234K - $317K
|
8.59K
$1.21M
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-315- 4.45% |
$33K - $44.7K
|
6.77K
$950K
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
7.88K+ 19.07% |
$825K - $1.12M
|
49.2K
$6.9M
|
|
Jul 25, 2025
Q2 2025
|
Summa Corp.
Tomball, TX |
SELL
|
- |
-35K- 86.63% |
$3.66M - $4.96M
|
5.4K
$758K
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
6+ 0.18% |
$628 - $851
|
3.43K
$482K
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
700+ 8.07% |
$73.3K - $99.2K
|
9.37K
$1.32M
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
3.35K+ 8.46% |
$351K - $475K
|
43K
$6.03M
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
353+ 11.12% |
$37K - $50K
|
3.53K
$495K
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
1.45K+ 8.87% |
$151K - $205K
|
17.8K
$2.49M
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
3.46K+ 49.46% |
$362K - $490K
|
10.5K
$1.47M
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
130+ 3.22% |
$13.6K - $18.4K
|
4.17K
$585K
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-959- 2.41% |
$100K - $136K
|
38.8K
$5.44M
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
3.7KNew |
$387K - $525K
|
3.7K
$519K
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
204New |
$21.4K - $28.9K
|
204
$28.6K
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
19+ 118.75% |
$1.99K - $2.69K
|
35
$4.91K
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
594+ 3.88% |
$62.2K - $84.2K
|
15.9K
$2.23M
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.67K- 71.8% |
$698K - $945K
|
2.62K
$367K
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1KNew |
$105K - $142K
|
1K
$140K
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-26- 0.22% |
$2.72K - $3.69K
|
11.9K
$1.66M
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.65KNew |
$172K - $233K
|
1.65K
$231K
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
SELL
|
- |
-682- 25.88% |
$71.4K - $96.7K
|
1.95K
$274K
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-534- 2.38% |
$55.9K - $75.7K
|
21.9K
$3.08M
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6+ 0.6% |
$628 - $851
|
1K
$141K
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
BUY
|
- |
12.1K+ 8.4% |
$1.26M - $1.71M
|
156K
$21.9M
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-10.9K- 16.41% |
$1.14M - $1.54M
|
55.4K
$7.77M
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.51KNew |
$158K - $214K
|
1.51K
$212K
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
211+ 13.75% |
$22.1K - $29.9K
|
1.75K
$245K
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-3.23K- 1.2% |
$338K - $458K
|
265K
$37.2M
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
8+ 0.72% |
$838 - $1.13K
|
1.12K
$157K
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
21+ 3.92% |
$2.2K - $2.98K
|
557
$78.2K
|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-267- 11.28% |
$28K - $37.9K
|
2.1K
$295K
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
82+ 4.77% |
$8.58K - $11.6K
|
1.8K
$253K
|
|
Jul 24, 2025
Q2 2025
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
1KNew |
$105K - $142K
|
1K
$140K
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-32- 9.61% |
$3.35K - $4.54K
|
301
$42.2K
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.83K+ 34.92% |
$296K - $401K
|
10.9K
$1.53M
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
167+ 1.35% |
$17.5K - $23.7K
|
12.5K
$1.76M
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
185+ 66.07% |
$19.4K - $26.2K
|
465
$65.3K
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
700+ 0.31% |
$73.3K - $99.2K
|
227K
$31.8M
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
2.87K+ 29.5% |
$300K - $406K
|
12.6K
$1.77M
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-420- 2.61% |
$44K - $59.5K
|
15.6K
$2.2M
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-25- 0.48% |
$2.62K - $3.54K
|
5.19K
$728K
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
24+ 1.11% |
$2.51K - $3.4K
|
2.19K
$307K
|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
68+ 2.08% |
$7.12K - $9.64K
|
3.33K
$467K
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-500- 2.94% |
$52.3K - $70.9K
|
16.5K
$2.32M
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
13+ 0.42% |
$1.36K - $1.84K
|
3.11K
$437K
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6.63K- 74.08% |
$694K - $939K
|
2.32K
$325K
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
136+ 2.97% |
$14.2K - $19.3K
|
4.71K
$661K
|