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 |
---|---|---|---|---|---|---|---|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-1- 0.06% |
$122 - $143
|
1.58K
$221K
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
1.56KNew |
$190K - $223K
|
1.56K
$219K
|
|
May 05, 2025
Q1 2025
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
11.9K+ 194.83% |
$1.45M - $1.7M
|
18K
$2.53M
|
|
May 05, 2025
Q1 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
SELL
|
- |
-23- 1.0% |
$2.8K - $3.29K
|
2.27K
$318K
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
1.54KNew |
$187K - $220K
|
1.54K
$216K
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.41KNew |
$780K - $916K
|
6.41K
$899K
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
9+ 0.82% |
$1.1K - $1.29K
|
1.1K
$155K
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.13K+ 17.22% |
$137K - $161K
|
7.68K
$1.08M
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
BUY
|
- |
64+ 1.35% |
$7.79K - $9.15K
|
4.79K
$673K
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-30.7K- 1.84% |
$3.73M - $4.39M
|
1.64M
$230M
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
2+ 0.0% |
$244 - $286
|
187K
$26.3M
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
491+ 0.61% |
$59.8K - $70.2K
|
81K
$11.4M
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
77+ 21.39% |
$9.38K - $11K
|
437
$61.3K
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
252+ 15.06% |
$30.7K - $36K
|
1.93K
$270K
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.17K+ 5.78% |
$508K - $597K
|
76.4K
$10.7M
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
12+ 0.28% |
$1.46K - $1.72K
|
4.27K
$600K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
411+ 7.79% |
$50K - $58.8K
|
5.69K
$799K
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-411- 0.27% |
$50K - $58.8K
|
152K
$21.3M
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
915+ 53.86% |
$111K - $131K
|
2.61K
$367K
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-182K- 15.48% |
$22.2M - $26.1M
|
995K
$140M
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
19+ 13.19% |
$2.31K - $2.72K
|
163
$22.9K
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-1- 0.14% |
$122 - $143
|
707
$99.2K
|
|
May 02, 2025
Q1 2025
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
SELL
|
- |
-342K- 16.62% |
$41.7M - $48.9M
|
1.72M
$241M
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-340- 1.41% |
$41.4K - $48.6K
|
23.8K
$3.34M
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-374- 0.87% |
$45.5K - $53.5K
|
42.8K
$6M
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
10+ 0.34% |
$1.22K - $1.43K
|
2.91K
$408K
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-532- 4.31% |
$64.8K - $76.1K
|
11.8K
$1.66M
|
|
May 02, 2025
Q1 2025
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
69.7KNew |
$8.49M - $9.97M
|
69.7K
$9.78M
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-3.71K- 90.47% |
$452K - $531K
|
391
$54.9K
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-374- 3.42% |
$45.5K - $53.5K
|
10.6K
$1.48M
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
663+ 1.24% |
$80.7K - $94.8K
|
54.3K
$7.63M
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-500- 7.86% |
$60.9K - $71.5K
|
5.86K
$823K
|
|
May 02, 2025
Q1 2025
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-21- 0.03% |
$2.56K - $3K
|
82.5K
$11.6M
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
BUY
|
- |
24K+ 27.94% |
$2.93M - $3.44M
|
110K
$15.5M
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-460- 97.25% |
$56K - $65.8K
|
13
$1.82K
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-1.48K- 13.42% |
$180K - $211K
|
9.52K
$1.34M
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-18- 12.16% |
$2.19K - $2.57K
|
130
$18.2K
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-360- 9.42% |
$43.8K - $51.5K
|
3.46K
$486K
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
100New |
$12.2K - $14.3K
|
100
$14K
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-4- 3.45% |
$487 - $572
|
112
$15.7K
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
BUY
|
- |
875+ 4.84% |
$107K - $125K
|
18.9K
$2.66M
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-9.6K- 2.84% |
$1.17M - $1.37M
|
329K
$46.1M
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.45K- 3.28% |
$176K - $207K
|
42.8K
$6M
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
7+ 0.41% |
$852 - $1K
|
1.72K
$241K
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
1.51K+ 1.65% |
$183K - $215K
|
92.9K
$13M
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
2.25K+ 3.7% |
$274K - $321K
|
63K
$8.84M
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
333New |
$40.5K - $47.6K
|
333
$46.7K
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1New |
$122 - $143
|
1
$140
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-338- 15.87% |
$41.2K - $48.3K
|
1.79K
$251K
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
12New |
$1.46K - $1.72K
|
12
$1.68K
|