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 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.19% |
$1.08K - $1.35K
|
4.7K
$672K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
8+ 23.53% |
$956 - $1.2K
|
42
$6.01K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
8+ 0.17% |
$956 - $1.2K
|
4.66K
$666K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
6+ 0.92% |
$717 - $900
|
659
$94.2K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
6New |
$717 - $900
|
6
$858
|
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
BUY
|
- |
6+ 0.07% |
$717 - $900
|
8.8K
$1.26M
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
5+ 0.16% |
$598 - $750
|
3.14K
$448K
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
4+ 0.24% |
$478 - $600
|
1.7K
$244K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4+ 0.06% |
$478 - $600
|
6.18K
$884K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
4+ 0.51% |
$478 - $600
|
795
$114K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 36.36% |
$478 - $600
|
15
$2.14K
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
4+ 0.12% |
$478 - $600
|
3.27K
$467K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 1.13% |
$359 - $450
|
268
$38.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$359 - $450
|
40.7K
$5.82M
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 0.92% |
$359 - $450
|
329
$47K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3+ 0.14% |
$359 - $450
|
2.13K
$305K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
3New |
$359 - $450
|
3
$429
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
3+ 0.71% |
$359 - $450
|
428
$61.2K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2+ 0.03% |
$239 - $300
|
7.21K
$1.03M
|
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1+ 0.05% |
$120 - $150
|
2.19K
$313K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 1.47% |
$120 - $150
|
69
$9.87K
|
|
|
May 01, 2023
Q1 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
1+ 0.05% |
$120 - $150
|
1.89K
$271K
|
|
|
May 02, 2023
Q1 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1+ 0.02% |
$120 - $150
|
4.02K
$575K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1+ 20.0% |
$120 - $150
|
6
$858
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.04% |
$120 - $150
|
2.77K
$396K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.28% |
$120 - $150
|
355
$50.8K
|
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1- 0.03% |
$120 - $150
|
3.12K
$446K
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-1- 14.29% |
$120 - $150
|
6
$858
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-2- 0.99% |
$239 - $300
|
200
$28.6K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 5.26% |
$239 - $300
|
36
$5.15K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-3- 1.06% |
$359 - $450
|
279
$39.9K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-3- 4.17% |
$359 - $450
|
69
$9.87K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-4- 0.32% |
$478 - $600
|
1.26K
$180K
|
|
|
Dec 18, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-4- 1.49% |
$478 - $600
|
264
$37.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-5- 0.15% |
$598 - $750
|
3.4K
$485K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5- 2.34% |
$598 - $750
|
209
$29.9K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-5- 0.04% |
$598 - $750
|
11.6K
$1.66M
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-6- 0.1% |
$717 - $900
|
6.29K
$899K
|
|
|
May 10, 2023
Q1 2023
|
Athena Investment Management
|
SELL
|
- |
-6- 0.37% |
$717 - $900
|
1.63K
$233K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-7- 6.54% |
$837 - $1.05K
|
100
$14.3K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-7- 2.79% |
$837 - $1.05K
|
244
$34.9K
|
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-8- 0.49% |
$956 - $1.2K
|
1.62K
$231K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-8- 0.3% |
$956 - $1.2K
|
2.68K
$383K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-9- 1.4% |
$1.08K - $1.35K
|
634
$90.7K
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-9- 0.55% |
$1.08K - $1.35K
|
1.62K
$232K
|
|
|
Jan 15, 2025
Q1 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-9- 0.26% |
$1.08K - $1.35K
|
3.43K
$490K
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-10- 0.58% |
$1.2K - $1.5K
|
1.72K
$246K
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-10- 0.21% |
$1.2K - $1.5K
|
4.83K
$691K
|
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-11- 0.17% |
$1.31K - $1.65K
|
6.41K
$916K
|