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
|
Nvwm, LLC
|
SELL
|
- |
-67- 1.31% |
$8.01K - $10K
|
5.06K
$723K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-69- 1.12% |
$8.25K - $10.3K
|
6.1K
$872K
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-69- 1.05% |
$8.25K - $10.3K
|
6.51K
$931K
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-69- 1.02% |
$8.25K - $10.3K
|
6.67K
$954K
|
|
|
May 02, 2023
Q1 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-74- 4.01% |
$8.84K - $11.1K
|
1.77K
$254K
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
SELL
|
- |
-75- 1.52% |
$8.96K - $11.2K
|
4.84K
$693K
|
|
|
Apr 26, 2023
Q1 2023
|
Fruth Investment Management
|
SELL
|
- |
-75- 0.43% |
$8.96K - $11.2K
|
17.2K
$2.46M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-75- 2.78% |
$8.96K - $11.2K
|
2.62K
$375K
|
|
|
May 16, 2023
Q1 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-75- 3.49% |
$8.96K - $11.2K
|
2.08K
$297K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-76- 0.5% |
$9.08K - $11.4K
|
15.2K
$2.17M
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-79- 79.0% |
$9.44K - $11.8K
|
21
$3K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-82- 2.0% |
$9.8K - $12.3K
|
4.02K
$575K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
SELL
|
- |
-82- 0.77% |
$9.8K - $12.3K
|
10.6K
$1.52M
|
|
|
Apr 24, 2023
Q1 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-83- 4.49% |
$9.92K - $12.4K
|
1.77K
$253K
|
|
|
May 15, 2023
Q1 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-90- 0.15% |
$10.8K - $13.5K
|
60.8K
$8.69M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-90- 0.61% |
$10.8K - $13.5K
|
14.7K
$2.11M
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-92- 2.01% |
$11K - $13.8K
|
4.49K
$642K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-100- 5.26% |
$12K - $15K
|
1.8K
$258K
|
|
|
May 11, 2023
Q1 2023
|
Kendall Capital Management
|
SELL
|
- |
-100- 1.15% |
$12K - $15K
|
8.62K
$1.23M
|
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-100- 4.1% |
$12K - $15K
|
2.34K
$334K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-101- 58.38% |
$12.1K - $15.1K
|
72
$10.3K
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-101- 67.33% |
$12.1K - $15.1K
|
49
$7.01K
|
|
|
May 15, 2023
Q1 2023
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
SELL
|
- |
-105- 0.33% |
$12.5K - $15.7K
|
31.8K
$4.55M
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-108- 2.17% |
$12.9K - $16.2K
|
4.86K
$695K
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-109- 2.27% |
$13K - $16.3K
|
4.69K
$671K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-118- 6.59% |
$14.1K - $17.7K
|
1.67K
$239K
|
|
|
May 05, 2023
Q1 2023
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-120- 10.71% |
$14.3K - $18K
|
1K
$143K
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-123- 3.47% |
$14.7K - $18.4K
|
3.43K
$490K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-123- 93.89% |
$14.7K - $18.4K
|
8
$1.14K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-125- 69.83% |
$14.9K - $18.7K
|
54
$7.72K
|
|
|
May 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-125- 0.34% |
$14.9K - $18.7K
|
36.5K
$5.22M
|
|
|
Apr 07, 2023
Q1 2023
|
Emerald Advisors, LLC
|
SELL
|
- |
-127- 5.62% |
$15.2K - $19K
|
2.13K
$305K
|
|
|
May 08, 2023
Q1 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-128- 0.23% |
$15.3K - $19.2K
|
54.4K
$7.77M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-128- 80.0% |
$15.3K - $19.2K
|
32
$4.58K
|
|
|
May 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-130- 1.73% |
$15.5K - $19.5K
|
7.38K
$1.06M
|
|
|
Apr 20, 2023
Q1 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-132- 4.2% |
$15.8K - $19.8K
|
3.01K
$431K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-132- 8.32% |
$15.8K - $19.8K
|
1.45K
$208K
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-135- 4.5% |
$16.1K - $20.2K
|
2.86K
$409K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-135- 9.57% |
$16.1K - $20.2K
|
1.28K
$182K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-136- 1.26% |
$16.3K - $20.4K
|
10.7K
$1.53M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-137- 5.52% |
$16.4K - $20.5K
|
2.35K
$335K
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-145- 2.67% |
$17.3K - $21.7K
|
5.28K
$756K
|
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-149- 3.26% |
$17.8K - $22.3K
|
4.43K
$633K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-150- 0.41% |
$17.9K - $22.5K
|
36.6K
$5.24M
|
|
|
Apr 05, 2023
Q1 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-153- 1.28% |
$18.3K - $22.9K
|
11.8K
$1.69M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-154- 14.14% |
$18.4K - $23.1K
|
935
$134K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-167- 3.76% |
$20K - $25K
|
4.27K
$611K
|
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-168- 6.55% |
$20.1K - $25.2K
|
2.4K
$343K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-169- 9.59% |
$20.2K - $25.3K
|
1.59K
$228K
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-170- 10.09% |
$20.3K - $25.5K
|
1.52K
$217K
|