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 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-772- 31.22% |
$80.8K - $109K
|
1.7K
$247K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
343+ 14.8% |
$35.9K - $48.6K
|
2.66K
$386K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-324- 6.99% |
$33.9K - $45.9K
|
4.31K
$626K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-872- 14.5% |
$91.3K - $124K
|
5.14K
$746K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
85New |
$8.9K - $12.1K
|
85
$12.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
SELL
|
- |
-904- 1.54% |
$94.6K - $128K
|
57.7K
$8.38M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
151+ 1.94% |
$15.8K - $21.4K
|
7.95K
$1.15M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-208K- 54.79% |
$21.8M - $29.5M
|
172K
$24.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
69+ 3.84% |
$7.22K - $9.78K
|
1.86K
$270K
|
|
|
Jul 18, 2025
Q2 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
29.3K+ 283.94% |
$3.06M - $4.15M
|
39.6K
$5.74M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-18- 0.47% |
$1.88K - $2.55K
|
3.81K
$553K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
159+ 1.91% |
$16.6K - $22.5K
|
8.48K
$1.23M
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
340+ 0.59% |
$35.6K - $48.2K
|
58.3K
$8.46M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
490+ 27.79% |
$51.3K - $69.5K
|
2.25K
$327K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2- 0.49% |
$209 - $284
|
405
$58.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-4- 0.19% |
$419 - $567
|
2.09K
$303K
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
325+ 16.19% |
$34K - $46.1K
|
2.33K
$339K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
3+ 15.79% |
$314 - $425
|
22
$3.19K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
640+ 516.13% |
$67K - $90.7K
|
764
$111K
|
|
|
Jul 18, 2025
Q2 2025
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.63% |
$419 - $567
|
634
$92K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.6KNew |
$167K - $226K
|
1.6K
$232K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-2.59K- 17.63% |
$271K - $367K
|
12.1K
$1.76M
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
110K+ 57.9% |
$11.5M - $15.5M
|
299K
$43.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-98- 3.07% |
$10.3K - $13.9K
|
3.1K
$450K
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
46+ 0.43% |
$4.82K - $6.52K
|
10.8K
$1.56M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.53KNew |
$264K - $358K
|
2.53K
$366K
|
|
|
Jul 18, 2025
Q2 2025
|
Montgomery Investment Management Inc
|
SELL
|
- |
-300- 1.0% |
$31.4K - $42.5K
|
29.6K
$4.29M
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-282- 40.81% |
$29.5K - $40K
|
409
$59.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.75KNew |
$184K - $249K
|
1.75K
$254K
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
2.34K+ 1.23% |
$245K - $332K
|
192K
$27.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-700- 7.51% |
$73.3K - $99.2K
|
8.62K
$1.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.56K+ 96.9% |
$164K - $222K
|
3.18K
$461K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-3.38K- 2.03% |
$353K - $479K
|
163K
$23.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-53- 31.93% |
$5.55K - $7.51K
|
113
$16.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
745+ 1.85% |
$78K - $106K
|
41K
$5.96M
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
1.5KNew |
$157K - $213K
|
1.5K
$218K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-5- 0.11% |
$523 - $709
|
4.61K
$669K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1.01K+ 62.54% |
$105K - $142K
|
2.61K
$379K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-25- 0.94% |
$2.62K - $3.54K
|
2.64K
$382K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-11.1K- 11.34% |
$1.16M - $1.57M
|
86.8K
$12.6M
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-672- 9.13% |
$70.4K - $95.3K
|
6.69K
$970K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.52KNew |
$264K - $358K
|
2.52K
$366K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-70- 0.45% |
$7.33K - $9.92K
|
15.6K
$2.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-12.6K- 60.87% |
$1.32M - $1.79M
|
8.12K
$1.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-90.5K- 98.38% |
$9.48M - $12.8M
|
1.49K
$217K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.9K+ 255.61% |
$408K - $553K
|
5.42K
$787K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.82K- 9.73% |
$191K - $258K
|
16.9K
$2.45M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.55K- 3.52% |
$267K - $362K
|
69.9K
$10.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
6New |
$628 - $851
|
6
$871
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
75+ 21.8% |
$7.85K - $10.6K
|
419
$60.8K
|