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 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
40+ 1.18% |
$4.78K - $6K
|
3.42K
$489K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
39+ 2.98% |
$4.66K - $5.85K
|
1.35K
$193K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
39+ 6.24% |
$4.66K - $5.85K
|
664
$94.9K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
37+ 14.34% |
$4.42K - $5.55K
|
295
$42.2K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
37+ 0.24% |
$4.42K - $5.55K
|
15.4K
$2.21M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
36+ 2.28% |
$4.3K - $5.4K
|
1.62K
$231K
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
36New |
$4.3K - $5.4K
|
36
$5.15K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
36+ 0.3% |
$4.3K - $5.4K
|
12.1K
$1.73M
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
35+ 4.82% |
$4.18K - $5.25K
|
761
$109K
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
34+ 1.0% |
$4.06K - $5.1K
|
3.45K
$493K
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
33+ 1.45% |
$3.94K - $4.95K
|
2.3K
$329K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
31+ 1.86% |
$3.7K - $4.65K
|
1.7K
$243K
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
30+ 0.14% |
$3.59K - $4.5K
|
20.9K
$2.99M
|
|
|
May 12, 2023
Q1 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
30+ 0.15% |
$3.59K - $4.5K
|
20.4K
$2.92M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
29+ 1.23% |
$3.47K - $4.35K
|
2.38K
$340K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
29+ 2.65% |
$3.47K - $4.35K
|
1.12K
$161K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
28+ 37.84% |
$3.35K - $4.2K
|
102
$14.6K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
27+ 1.25% |
$3.23K - $4.05K
|
2.19K
$312K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
26+ 34.21% |
$3.11K - $3.9K
|
102
$14.6K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
23+ 135.29% |
$2.75K - $3.45K
|
40
$5.72K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
22New |
$2.63K - $3.3K
|
22
$3.15K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
21+ 2.59% |
$2.51K - $3.15K
|
831
$119K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
20+ 0.62% |
$2.39K - $3K
|
3.23K
$462K
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
19+ 0.38% |
$2.27K - $2.85K
|
4.96K
$710K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
18New |
$2.15K - $2.7K
|
18
$2.57K
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
18New |
$2.15K - $2.7K
|
18
$2.57K
|
|
|
May 10, 2023
Q1 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
18+ 0.81% |
$2.15K - $2.7K
|
2.24K
$320K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
17+ 0.65% |
$2.03K - $2.55K
|
2.63K
$376K
|
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
17+ 0.86% |
$2.03K - $2.55K
|
2K
$285K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
17+ 566.67% |
$2.03K - $2.55K
|
20
$2.86K
|
|
|
May 04, 2023
Q1 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
16+ 0.01% |
$1.91K - $2.4K
|
253K
$36.2M
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
15+ 0.27% |
$1.79K - $2.25K
|
5.53K
$791K
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
15+ 0.7% |
$1.79K - $2.25K
|
2.16K
$308K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
13New |
$1.55K - $1.95K
|
13
$1.86K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
13+ 0.41% |
$1.55K - $1.95K
|
3.19K
$456K
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
13+ 0.82% |
$1.55K - $1.95K
|
1.59K
$227K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
13+ 10.24% |
$1.55K - $1.95K
|
140
$20K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
13+ 8.67% |
$1.55K - $1.95K
|
163
$23.3K
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
13New |
$1.55K - $1.95K
|
13
$1.86K
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
12+ 0.23% |
$1.43K - $1.8K
|
5.23K
$748K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
12+ 1.58% |
$1.43K - $1.8K
|
771
$110K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
12+ 0.19% |
$1.43K - $1.8K
|
6.31K
$903K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
12+ 7.84% |
$1.43K - $1.8K
|
165
$23.6K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
11+ 0.32% |
$1.31K - $1.65K
|
3.44K
$492K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
11New |
$1.31K - $1.65K
|
11
$1.57K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
11+ 1.19% |
$1.31K - $1.65K
|
936
$134K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
11+ 0.34% |
$1.31K - $1.65K
|
3.28K
$468K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
10New |
$1.2K - $1.5K
|
10
$1.43K
|
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
10+ 0.53% |
$1.2K - $1.5K
|
1.91K
$273K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
9+ 0.42% |
$1.08K - $1.35K
|
2.14K
$306K
|