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 10, 2023
Q1 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-11- 0.36% |
$1.31K - $1.65K
|
3.02K
$431K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-12- 32.43% |
$1.43K - $1.8K
|
25
$3.57K
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-12- 21.43% |
$1.43K - $1.8K
|
44
$6.29K
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-14- 0.22% |
$1.67K - $2.1K
|
6.33K
$905K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-14- 0.87% |
$1.67K - $2.1K
|
1.6K
$229K
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-14- 0.84% |
$1.67K - $2.1K
|
1.66K
$237K
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-15- 0.19% |
$1.79K - $2.25K
|
8.02K
$1.15M
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-17- 27.42% |
$2.03K - $2.55K
|
45
$6.43K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-18- 0.37% |
$2.15K - $2.7K
|
4.8K
$686K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-18- 0.68% |
$2.15K - $2.7K
|
2.63K
$377K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-19- 0.25% |
$2.27K - $2.85K
|
7.58K
$1.08M
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-20- 14.08% |
$2.39K - $3K
|
122
$17.4K
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-22- 0.3% |
$2.63K - $3.3K
|
7.36K
$1.05M
|
|
|
Apr 05, 2023
Q1 2023
|
Rovin Capital
|
SELL
|
- |
-23- 1.08% |
$2.75K - $3.45K
|
2.1K
$300K
|
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-24- 0.29% |
$2.87K - $3.6K
|
8.29K
$1.18M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-25- 0.78% |
$2.99K - $3.75K
|
3.18K
$454K
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-25- 3.03% |
$2.99K - $3.75K
|
800
$114K
|
|
|
Apr 06, 2023
Q1 2023
|
Farmers Trust CO
|
SELL
|
- |
-26- 1.02% |
$3.11K - $3.9K
|
2.51K
$359K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-26- 2.63% |
$3.11K - $3.9K
|
961
$137K
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-30- 0.97% |
$3.59K - $4.5K
|
3.08K
$440K
|
|
|
May 15, 2023
Q1 2023
|
Wahed Invest LLC
New York, NY |
SELL
|
- |
-32- 0.64% |
$3.82K - $4.8K
|
4.95K
$707K
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-34- 1.99% |
$4.06K - $5.1K
|
1.68K
$240K
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-34- 1.57% |
$4.06K - $5.1K
|
2.13K
$304K
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-34- 1.02% |
$4.06K - $5.1K
|
3.31K
$473K
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-35- 0.14% |
$4.18K - $5.25K
|
25K
$3.57M
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-37- 1.4% |
$4.42K - $5.55K
|
2.61K
$373K
|
|
|
May 09, 2023
Q1 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-37- 1.1% |
$4.42K - $5.55K
|
3.33K
$476K
|
|
|
May 15, 2023
Q1 2023
|
Core Commodity Management, LLC
Stamford, CT |
SELL
|
- |
-37- 0.23% |
$4.42K - $5.55K
|
16K
$2.29M
|
|
|
Apr 20, 2023
Q1 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-38- 0.36% |
$4.54K - $5.7K
|
10.5K
$1.51M
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-39- 0.16% |
$4.66K - $5.85K
|
24.6K
$3.52M
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-40- 0.23% |
$4.78K - $6K
|
17.2K
$2.45M
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-42- 0.69% |
$5.02K - $6.3K
|
6.07K
$868K
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-43- 0.97% |
$5.14K - $6.45K
|
4.41K
$631K
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-45- 1.72% |
$5.38K - $6.75K
|
2.57K
$367K
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-45- 0.72% |
$5.38K - $6.75K
|
6.18K
$884K
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-45- 30.61% |
$5.38K - $6.75K
|
102
$14.6K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-47- 0.93% |
$5.62K - $7.05K
|
5.03K
$719K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-50- 3.63% |
$5.98K - $7.5K
|
1.33K
$190K
|
|
|
Apr 11, 2023
Q1 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-52- 2.13% |
$6.21K - $7.8K
|
2.39K
$342K
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-53- 3.14% |
$6.33K - $7.95K
|
1.64K
$234K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-53- 0.64% |
$6.33K - $7.95K
|
8.23K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-57- 3.22% |
$6.81K - $8.55K
|
1.71K
$245K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-58- 0.84% |
$6.93K - $8.7K
|
6.84K
$978K
|
|
|
Apr 18, 2023
Q1 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-59- 2.97% |
$7.05K - $8.85K
|
1.93K
$275K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-59- 0.72% |
$7.05K - $8.85K
|
8.19K
$1.17M
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-60- 1.71% |
$7.17K - $9K
|
3.46K
$494K
|
|
|
May 12, 2023
Q1 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-60- 3.26% |
$7.17K - $9K
|
1.78K
$255K
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
SELL
|
- |
-62- 1.36% |
$7.41K - $9.3K
|
4.51K
$645K
|
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
SELL
|
- |
-65- 0.71% |
$7.77K - $9.75K
|
9.07K
$1.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-65- 1.41% |
$7.77K - $9.75K
|
4.53K
$648K
|