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 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-991- 11.72% |
$118K - $149K
|
7.46K
$1.07M
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-997- 8.51% |
$119K - $150K
|
10.7K
$1.53M
|
|
|
May 02, 2023
Q1 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-999- 10.73% |
$119K - $150K
|
8.31K
$1.19M
|
|
|
Apr 14, 2023
Q1 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-1K- 20.94% |
$120K - $150K
|
3.78K
$540K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1K- 26.84% |
$120K - $150K
|
2.73K
$390K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.05K- 15.35% |
$125K - $157K
|
5.78K
$826K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
SELL
|
- |
-1.05K- 28.09% |
$126K - $158K
|
2.7K
$386K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.07K- 50.9% |
$128K - $161K
|
1.03K
$148K
|
|
|
May 11, 2023
Q1 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-1.09K- 1.17% |
$130K - $163K
|
91.8K
$13.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.1K- 6.35% |
$131K - $165K
|
16.2K
$2.32M
|
|
|
Sep 15, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.12K- 15.28% |
$134K - $168K
|
6.23K
$890K
|
|
|
Apr 10, 2023
Q1 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-1.13K- 18.52% |
$135K - $170K
|
4.98K
$712K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.13K- 23.65% |
$135K - $170K
|
3.66K
$523K
|
|
|
Apr 12, 2023
Q1 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-1.15K- 13.9% |
$138K - $173K
|
7.15K
$1.02M
|
|
|
May 12, 2023
Q1 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-1.15K- 1.72% |
$138K - $173K
|
65.9K
$9.42M
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.18K- 47.27% |
$141K - $177K
|
1.31K
$188K
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.19K- 69.22% |
$142K - $178K
|
527
$75.4K
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.19K- 1.18% |
$142K - $179K
|
99.5K
$14.2M
|
|
|
May 15, 2023
Q1 2023
|
Towle & CO
Denver, CO |
SELL
|
- |
-1.22K- 11.06% |
$146K - $183K
|
9.81K
$1.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-1.24K- 1.73% |
$149K - $187K
|
70.6K
$10.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-1.25K- 2.92% |
$149K - $187K
|
41.5K
$5.93M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.26K- 13.7% |
$150K - $189K
|
7.93K
$1.13M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.27K- 98.98% |
$151K - $190K
|
13
$1.86K
|
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.27K- 8.44% |
$152K - $190K
|
13.8K
$1.97M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.29K- 34.77% |
$154K - $194K
|
2.42K
$347K
|
|
|
Apr 24, 2023
Q1 2023
|
Hiddenite Capital Partners LP
White Plains, NY |
SELL
|
- |
-1.3K- 10.32% |
$155K - $195K
|
11.3K
$1.62M
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.32K- 5.11% |
$158K - $198K
|
24.5K
$3.5M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.32K- 62.57% |
$158K - $198K
|
791
$113K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.33K- 63.3% |
$159K - $200K
|
773
$111K
|
|
|
Apr 21, 2023
Q1 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-1.39K- 17.38% |
$166K - $208K
|
6.59K
$943K
|
|
|
Apr 10, 2023
Q1 2023
|
Paradiem, LLC
|
SELL
|
- |
-1.4K- 3.82% |
$167K - $210K
|
35.3K
$5.04M
|
|
|
May 09, 2023
Q1 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.42K- 15.07% |
$170K - $213K
|
8K
$1.14M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.47K- 0.16% |
$176K - $220K
|
918K
$131M
|
|
|
Apr 26, 2023
Q1 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-1.47K- 4.04% |
$176K - $221K
|
34.9K
$5M
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-1.5K- 44.62% |
$179K - $225K
|
1.86K
$266K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.5K- 15.2% |
$180K - $226K
|
8.39K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-1.51K- 3.54% |
$180K - $226K
|
41K
$5.87M
|
|
|
May 05, 2023
Q1 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.54K- 9.53% |
$183K - $230K
|
14.6K
$2.08M
|
|
|
Apr 18, 2023
Q1 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-1.54K- 6.79% |
$184K - $231K
|
21.2K
$3.03M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.57K- 19.15% |
$188K - $236K
|
6.63K
$948K
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.57K- 13.07% |
$188K - $236K
|
10.5K
$1.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.59K- 47.77% |
$190K - $239K
|
1.74K
$249K
|
|
|
Apr 27, 2023
Q1 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-1.64K- 2.5% |
$196K - $245K
|
63.9K
$9.13M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.68K- 12.11% |
$200K - $251K
|
12.2K
$1.74M
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-1.73K- 78.71% |
$206K - $259K
|
467
$66.8K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.73K- 0.26% |
$207K - $260K
|
666K
$95.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-1.74K- 31.96% |
$208K - $261K
|
3.71K
$530K
|
|
|
May 09, 2023
Q1 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-1.76K- 6.39% |
$210K - $264K
|
25.8K
$3.69M
|
|
|
Apr 21, 2023
Q1 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-1.78K- 25.4% |
$213K - $267K
|
5.23K
$747K
|
|
|
May 12, 2023
Q1 2023
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-1.81K- 20.43% |
$216K - $271K
|
7.05K
$1.01M
|