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 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.53KNew |
$302K - $379K
|
2.53K
$344K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.52KNew |
$301K - $377K
|
2.52K
$343K
|
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
2.5K+ 38.75% |
$299K - $375K
|
8.95K
$1.22M
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2.49KNew |
$298K - $373K
|
2.49K
$339K
|
|
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.48KNew |
$296K - $372K
|
2.48K
$338K
|
|
|
Apr 13, 2023
Q1 2023
|
Churchill Management Corp
|
BUY
|
- |
2.44K+ 1.85% |
$292K - $366K
|
135K
$18.3M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.44KNew |
$291K - $365K
|
2.44K
$332K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.43K+ 26.16% |
$290K - $364K
|
11.7K
$1.59M
|
|
|
May 15, 2023
Q1 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.32K+ 106.9% |
$278K - $348K
|
4.5K
$612K
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.31K+ 13.61% |
$276K - $347K
|
19.3K
$2.63M
|
|
|
Apr 06, 2023
Q1 2023
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
2.29K+ 17.83% |
$274K - $344K
|
15.1K
$2.06M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.27KNew |
$272K - $341K
|
2.27K
$310K
|
|
|
May 15, 2023
Q1 2023
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
2.27KNew |
$271K - $341K
|
2.27K
$309K
|
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.26KNew |
$271K - $340K
|
2.26K
$308K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.26KNew |
$270K - $339K
|
2.26K
$308K
|
|
|
May 08, 2023
Q1 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
2.26K+ 0.52% |
$270K - $338K
|
439K
$59.8M
|
|
|
May 15, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
2.22KNew |
$266K - $333K
|
2.22K
$303K
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
2.22KNew |
$266K - $333K
|
2.22K
$303K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.21KNew |
$264K - $332K
|
2.21K
$301K
|
|
|
May 11, 2023
Q1 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
2.19K+ 80.21% |
$262K - $328K
|
4.92K
$670K
|
|
|
May 12, 2023
Q1 2023
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
2.18K+ 4.24% |
$260K - $326K
|
53.5K
$7.29M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
2.13K+ 64.89% |
$255K - $320K
|
5.42K
$737K
|
|
|
Apr 12, 2023
Q1 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
2.12K+ 11.84% |
$253K - $318K
|
20K
$2.73M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.12K+ 28.4% |
$253K - $317K
|
9.57K
$1.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
2.12K+ 49.69% |
$253K - $317K
|
6.37K
$868K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
2.11KNew |
$252K - $316K
|
2.11K
$287K
|
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.11K+ 6.87% |
$252K - $316K
|
32.8K
$4.46M
|
|
|
May 02, 2023
Q1 2023
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
2.1K+ 0.12% |
$251K - $315K
|
1.82M
$248M
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
2.09K+ 34.46% |
$250K - $314K
|
8.16K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
2.07KNew |
$248K - $311K
|
2.07K
$282K
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
2.04K+ 24.61% |
$243K - $305K
|
10.3K
$1.4M
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
2.03K+ 15.82% |
$243K - $305K
|
14.9K
$2.03M
|
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.03K+ 109.1% |
$242K - $304K
|
3.89K
$529K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.02KNew |
$241K - $302K
|
2.02K
$275K
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.01KNew |
$240K - $301K
|
2.01K
$273K
|
|
|
Mar 29, 2024
Q1 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
1.99K+ 696.85% |
$238K - $299K
|
2.28K
$310K
|
|
|
May 15, 2023
Q1 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
1.98KNew |
$237K - $297K
|
1.98K
$270K
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.93K+ 7.0% |
$230K - $289K
|
29.4K
$4.01M
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.9K+ 1.88% |
$227K - $285K
|
103K
$14M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
1.89K+ 6.77% |
$226K - $284K
|
29.8K
$4.06M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
1.89KNew |
$226K - $283K
|
1.89K
$257K
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.85K+ 1.03% |
$221K - $277K
|
182K
$24.8M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.85KNew |
$221K - $277K
|
1.85K
$252K
|
|
|
May 03, 2023
Q1 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1.82K+ 25.75% |
$218K - $273K
|
8.9K
$1.21M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.81KNew |
$217K - $272K
|
1.81K
$247K
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.77K+ 7.74% |
$212K - $266K
|
24.6K
$3.36M
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
BUY
|
- |
1.77KNew |
$211K - $265K
|
1.77K
$241K
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.75KNew |
$209K - $263K
|
1.75K
$238K
|
|
|
May 09, 2023
Q1 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.74KNew |
$208K - $261K
|
1.74K
$237K
|
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
1.73KNew |
$207K - $260K
|
1.73K
$236K
|