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, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-23- 17.56% |
$2.32K - $3.34K
|
108
$14.6K
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
30.9KNew |
$3.11M - $4.48M
|
30.9K
$4.18M
|
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-11.7KClosed |
$1.18M - $1.69M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
19+ 0.3% |
$1.91K - $2.76K
|
6.41K
$867K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-549Closed |
$55.3K - $79.6K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-7.33KClosed |
$738K - $1.06M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Silverhawk Asset Management, LLC
|
SELL
|
- |
-3.23KClosed |
$325K - $468K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
90New |
$9.07K - $13.1K
|
90
$12.2K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
11+ 0.09% |
$1.11K - $1.6K
|
12.7K
$1.72M
|
|
|
Jul 20, 2022
Q2 2022
|
Canton Hathaway, LLC
|
BUY
|
- |
200New |
$20.1K - $29K
|
200
$27.1K
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-6.51KClosed |
$656K - $944K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-65Closed |
$6.55K - $9.43K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-17Closed |
$1.71K - $2.47K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-100Closed |
$10.1K - $14.5K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Morris Capital Advisors, LLC
|
SELL
|
- |
-274- 4.66% |
$27.6K - $39.8K
|
5.61K
$759K
|
|
|
Jul 14, 2022
Q2 2022
|
Peak Financial Advisors LLC
|
SELL
|
- |
-4.14K- 56.74% |
$417K - $601K
|
3.16K
$427K
|
|
|
Jul 14, 2022
Q2 2022
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-2.31KClosed |
$233K - $335K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-75Closed |
$7.56K - $10.9K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Grand Central Investment Group
|
SELL
|
- |
-6.8KClosed |
$685K - $986K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-4.7K- 64.5% |
$473K - $682K
|
2.59K
$350K
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-245Closed |
$24.7K - $35.5K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
5New |
$504 - $725
|
5
$677
|
|
|
Jul 12, 2022
Q2 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-162KClosed |
$16.3M - $23.4M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
PUT |
532New |
$53.6K - $77.2K
|
532
$72K
|
|
|
Jul 06, 2022
Q2 2022
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-280Closed |
$28.2K - $40.6K
|
0
$0
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-100Closed |
$10.1K - $14.5K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 09, 2023
Q1 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-30Closed |
$2.31K - $3.05K
|
0
$0
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-35Closed |
$2.7K - $3.55K
|
0
$0
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-51Closed |
$3.93K - $5.18K
|
0
$0
|
|
|
May 19, 2022
Q1 2022
|
California First Leasing Corp
Newport Beach, CA |
SELL
|
- |
-39KClosed |
$3.01M - $3.96M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-9.67KClosed |
$746K - $982K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
PUT |
-185KClosed |
$14.3M - $18.8M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-17.1KClosed |
$1.32M - $1.74M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
BUY
|
- |
86+ 47.25% |
$6.63K - $8.73K
|
268
$36.3K
|
|
|
May 16, 2022
Q1 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-230Closed |
$17.7K - $23.4K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.12KClosed |
$86.5K - $114K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
21+ 2.56% |
$1.62K - $2.13K
|
841
$114K
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
100New |
$7.71K - $10.2K
|
100
$13.5K
|
|
|
May 16, 2022
Q1 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
2KNew |
$154K - $203K
|
2K
$271K
|
|
|
May 13, 2022
Q1 2022
|
Easterly Investment Partners LLC
|
SELL
|
- |
-5.28KClosed |
$407K - $536K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-605Closed |
$46.7K - $61.4K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-2.8KClosed |
$216K - $284K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-75Closed |
$5.79K - $7.62K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
2.54KNew |
$196K - $258K
|
2.54K
$344K
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
268New |
$20.7K - $27.2K
|
268
$36.3K
|
|
|
May 11, 2022
Q1 2022
|
Lgt Group Foundation
|
BUY
|
- |
2.2KNew |
$170K - $223K
|
2.2K
$298K
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-125Closed |
$9.64K - $12.7K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
CALL |
-28.9K- 52.26% |
$2.23M - $2.93M
|
26.4K
$3.57M
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-100Closed |
$7.71K - $10.2K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
2.38KNew |
$184K - $242K
|
2.38K
$322K
|
|