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 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-170- 9.55% |
$20.3K - $25.5K
|
1.61K
$230K
|
|
|
May 12, 2023
Q1 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-172- 4.24% |
$20.6K - $25.8K
|
3.88K
$555K
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-175- 51.02% |
$20.9K - $26.2K
|
168
$24K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-180Closed |
$21.5K - $27K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-188- 7.21% |
$22.5K - $28.2K
|
2.42K
$346K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-190- 0.3% |
$22.7K - $28.5K
|
63.9K
$9.14M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-191- 6.71% |
$22.8K - $28.6K
|
2.66K
$380K
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-192- 0.24% |
$22.9K - $28.8K
|
79.2K
$11.3M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-195- 4.28% |
$23.3K - $29.2K
|
4.37K
$624K
|
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-199- 4.52% |
$23.8K - $29.8K
|
4.21K
$601K
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
SELL
|
- |
-200- 6.88% |
$23.9K - $30K
|
2.71K
$387K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-200- 17.7% |
$23.9K - $30K
|
930
$133K
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-203- 2.23% |
$24.3K - $30.4K
|
8.89K
$1.27M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-205- 5.88% |
$24.5K - $30.7K
|
3.28K
$469K
|
|
|
May 03, 2023
Q1 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-205- 2.09% |
$24.5K - $30.7K
|
9.59K
$1.37M
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-206- 3.27% |
$24.6K - $30.9K
|
6.1K
$872K
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-206- 6.81% |
$24.6K - $30.9K
|
2.82K
$403K
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-213- 8.91% |
$25.5K - $31.9K
|
2.18K
$311K
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-213- 0.4% |
$25.5K - $31.9K
|
52.8K
$7.55M
|
|
|
May 03, 2023
Q1 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-215- 5.77% |
$25.7K - $32.2K
|
3.51K
$502K
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-218- 2.19% |
$26.1K - $32.7K
|
9.74K
$1.39M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-219- 9.39% |
$26.2K - $32.8K
|
2.11K
$302K
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-220- 0.61% |
$26.3K - $33K
|
35.7K
$5.11M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-224- 9.79% |
$26.8K - $33.6K
|
2.06K
$295K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-225- 26.19% |
$26.9K - $33.7K
|
634
$90.7K
|
|
|
May 12, 2023
Q1 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-229- 7.84% |
$27.4K - $34.3K
|
2.69K
$385K
|
|
|
Apr 19, 2023
Q1 2023
|
Ballast, Inc.
|
SELL
|
- |
-232- 3.94% |
$27.7K - $34.8K
|
5.66K
$810K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-232- 0.37% |
$27.7K - $34.8K
|
62.2K
$8.89M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-233- 5.03% |
$27.8K - $34.9K
|
4.4K
$628K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-235- 31.97% |
$28.1K - $35.2K
|
500
$71.5K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-239- 2.17% |
$28.6K - $35.8K
|
10.8K
$1.54M
|
|
|
May 12, 2023
Q1 2023
|
Ossiam
Paris, I0 |
SELL
|
- |
-239- 7.94% |
$28.6K - $35.8K
|
2.77K
$396K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-244- 4.83% |
$29.2K - $36.6K
|
4.8K
$687K
|
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-246- 2.27% |
$29.4K - $36.9K
|
10.6K
$1.51M
|
|
|
May 12, 2023
Q1 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-249- 12.02% |
$29.8K - $37.3K
|
1.82K
$261K
|
|
|
Apr 06, 2023
Q1 2023
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-250- 10.78% |
$29.9K - $37.5K
|
2.07K
$296K
|
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-250- 4.32% |
$29.9K - $37.5K
|
5.54K
$792K
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-256- 11.24% |
$30.6K - $38.4K
|
2.02K
$289K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-259- 2.34% |
$31K - $38.8K
|
10.8K
$1.55M
|
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-259- 4.57% |
$31K - $38.8K
|
5.41K
$774K
|
|
|
Apr 03, 2023
Q1 2023
|
Range Financial Group LLC
|
SELL
|
- |
-262- 8.51% |
$31.3K - $39.3K
|
2.82K
$403K
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-266- 10.78% |
$31.8K - $39.9K
|
2.2K
$315K
|
|
|
Apr 14, 2023
Q1 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-270- 0.68% |
$32.3K - $40.5K
|
39.2K
$5.61M
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-274- 4.71% |
$32.7K - $41.1K
|
5.55K
$793K
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-274- 4.71% |
$32.7K - $41.1K
|
5.55K
$793K
|
|
|
Apr 14, 2023
Q1 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-275- 3.73% |
$32.9K - $41.2K
|
7.1K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-277- 8.84% |
$33.1K - $41.5K
|
2.86K
$408K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-278- 4.67% |
$33.2K - $41.7K
|
5.67K
$811K
|
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-293- 5.0% |
$35K - $43.9K
|
5.57K
$796K
|
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-296- 13.54% |
$35.4K - $44.4K
|
1.89K
$270K
|