Purchases and Sales Made in Q1 2023 in Valero Energy Corp (VLO)
This table provides information about the institutional ownership of Valero Energy Corp (VLO) during Q1 2023. The information is specifically focused on institutions that hold shares of VALERO ENERGY CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
115+ 2.42% |
$13.7K - $17.2K
|
4.87K
$696K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
113New |
$13.5K - $16.9K
|
113
$16.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
112+ 1.25% |
$13.4K - $16.8K
|
9.1K
$1.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
111+ 6.73% |
$13.3K - $16.6K
|
1.76K
$252K
|
|
|
May 05, 2023
Q1 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
111+ 3.46% |
$13.3K - $16.6K
|
3.32K
$475K
|
|
|
May 01, 2023
Q1 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
110+ 2.16% |
$13.1K - $16.5K
|
5.19K
$743K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
107+ 356.67% |
$12.8K - $16K
|
137
$19.6K
|
|
|
Apr 19, 2023
Q1 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
107+ 2.62% |
$12.8K - $16K
|
4.2K
$600K
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
104+ 5.5% |
$12.4K - $15.6K
|
2K
$285K
|
|
|
May 15, 2023
Q1 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
103+ 0.92% |
$12.3K - $15.4K
|
11.2K
$1.61M
|
|
|
May 03, 2023
Q1 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
102+ 1.01% |
$12.2K - $15.3K
|
10.2K
$1.46M
|
|
|
Apr 25, 2023
Q1 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
100+ 1.22% |
$12K - $15K
|
8.28K
$1.18M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
100+ 2.42% |
$12K - $15K
|
4.23K
$605K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
95+ 29.32% |
$11.4K - $14.2K
|
419
$59.9K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
94+ 4.67% |
$11.2K - $14.1K
|
2.11K
$301K
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
92+ 9.54% |
$11K - $13.8K
|
1.06K
$151K
|
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
BUY
|
- |
91+ 0.11% |
$10.9K - $13.6K
|
80.4K
$11.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
90New |
$10.8K - $13.5K
|
90
$12.9K
|
|
|
Apr 12, 2023
Q1 2023
|
Greenfield Savings Bank
|
BUY
|
- |
90+ 0.97% |
$10.8K - $13.5K
|
9.39K
$1.34M
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
88+ 4.55% |
$10.5K - $13.2K
|
2.02K
$289K
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
87+ 3.95% |
$10.4K - $13K
|
2.29K
$327K
|
|
|
Apr 27, 2023
Q1 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
86+ 0.58% |
$10.3K - $12.9K
|
15K
$2.14M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
86New |
$10.3K - $12.9K
|
86
$12.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
84+ 4.44% |
$10K - $12.6K
|
1.98K
$283K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
83+ 0.65% |
$9.92K - $12.4K
|
12.8K
$1.83M
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
82+ 25.23% |
$9.8K - $12.3K
|
407
$58.2K
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
77+ 0.98% |
$9.2K - $11.5K
|
7.96K
$1.14M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
75+ 11.63% |
$8.96K - $11.2K
|
720
$103K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
75+ 1.18% |
$8.96K - $11.2K
|
6.43K
$920K
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
75New |
$8.96K - $11.2K
|
75
$10.7K
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
71New |
$8.49K - $10.6K
|
71
$10.2K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
70+ 1.29% |
$8.37K - $10.5K
|
5.48K
$783K
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
68+ 3.22% |
$8.13K - $10.2K
|
2.18K
$312K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
68+ 618.18% |
$8.13K - $10.2K
|
79
$11.3K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
67+ 40.12% |
$8.01K - $10K
|
234
$33.5K
|
|
|
Apr 07, 2023
Q1 2023
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
66New |
$7.89K - $9.9K
|
66
$9.44K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
61+ 1.35% |
$7.29K - $9.15K
|
4.58K
$655K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
61+ 28.91% |
$7.29K - $9.15K
|
272
$38.9K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
61+ 10.89% |
$7.29K - $9.15K
|
621
$88.8K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
54+ 2.25% |
$6.45K - $8.1K
|
2.46K
$351K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
52New |
$6.21K - $7.8K
|
52
$7.44K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
50+ 1.2% |
$5.98K - $7.5K
|
4.22K
$604K
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
50+ 1.41% |
$5.98K - $7.5K
|
3.6K
$515K
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
50+ 2.69% |
$5.98K - $7.5K
|
1.91K
$273K
|
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
49New |
$5.86K - $7.35K
|
49
$7.01K
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
47+ 5.16% |
$5.62K - $7.05K
|
958
$137K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
46+ 17.42% |
$5.5K - $6.9K
|
310
$44.3K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
BUY
|
- |
43+ 2.08% |
$5.14K - $6.45K
|
2.11K
$302K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
42+ 29.58% |
$5.02K - $6.3K
|
184
$26.3K
|
|
|
May 02, 2023
Q1 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
41+ 0.86% |
$4.9K - $6.15K
|
4.81K
$688K
|