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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.73K+ 13.83% |
$207K - $259K
|
14.2K
$1.94M
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.72KNew |
$206K - $258K
|
1.72K
$234K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.71K+ 0.52% |
$204K - $256K
|
328K
$44.7M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.7K+ 210.16% |
$203K - $254K
|
2.5K
$341K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.69KNew |
$202K - $254K
|
1.69K
$230K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.67KNew |
$199K - $250K
|
1.67K
$227K
|
|
|
May 10, 2023
Q1 2023
|
Td Asset Management Inc
|
BUY
|
- |
1.64K+ 1.01% |
$196K - $246K
|
164K
$22.4M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.64K+ 22.17% |
$196K - $245K
|
9.02K
$1.23M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.63KNew |
$194K - $244K
|
1.63K
$221K
|
|
|
May 12, 2023
Q1 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
1.6K+ 1.58% |
$192K - $241K
|
103K
$14M
|
|
|
May 12, 2023
Q1 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
1.6KNew |
$191K - $240K
|
1.6K
$218K
|
|
|
Apr 20, 2023
Q1 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
1.59KNew |
$190K - $239K
|
1.59K
$217K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.59K+ 90.91% |
$190K - $238K
|
3.34K
$455K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.55KNew |
$186K - $233K
|
1.55K
$212K
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
BUY
|
- |
1.55KNew |
$186K - $233K
|
1.55K
$211K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.55KNew |
$185K - $232K
|
1.55K
$211K
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.53KNew |
$183K - $229K
|
1.53K
$208K
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1.53KNew |
$182K - $229K
|
1.53K
$208K
|
|
|
May 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.51KNew |
$181K - $227K
|
1.51K
$206K
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.51KNew |
$180K - $226K
|
1.51K
$205K
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.51KNew |
$180K - $226K
|
1.51K
$205K
|
|
|
Apr 06, 2023
Q1 2023
|
Woodstock Corp
|
BUY
|
- |
1.5KNew |
$179K - $225K
|
1.5K
$204K
|
|
|
Apr 11, 2023
Q1 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1.5KNew |
$179K - $225K
|
1.5K
$204K
|
|
|
May 01, 2023
Q1 2023
|
Hickory Lane Capital Management LP
New York, NY |
BUY
|
- |
1.5K+ 14.29% |
$179K - $225K
|
12K
$1.63M
|
|
|
May 08, 2023
Q1 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
1.5KNew |
$179K - $225K
|
1.5K
$204K
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.5KNew |
$179K - $225K
|
1.5K
$204K
|
|
|
May 15, 2023
Q1 2023
|
Disciplined Growth Investors Inc
Minneapolis, MN |
BUY
|
- |
1.5KNew |
$179K - $225K
|
1.5K
$204K
|
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.5KNew |
$179K - $224K
|
1.5K
$204K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.49K+ 34.1% |
$178K - $223K
|
5.85K
$796K
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.47KNew |
$176K - $220K
|
1.47K
$200K
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1.46K+ 13.81% |
$175K - $219K
|
12K
$1.64M
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
1.46KNew |
$174K - $218K
|
1.46K
$198K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.46KNew |
$174K - $218K
|
1.46K
$198K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.45KNew |
$173K - $218K
|
1.45K
$198K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
BUY
|
- |
1.45KNew |
$173K - $217K
|
1.45K
$197K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.44K+ 11.52% |
$173K - $217K
|
14K
$1.9M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.44K+ 69.66% |
$172K - $216K
|
3.51K
$478K
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.44KNew |
$172K - $216K
|
1.44K
$196K
|
|
|
May 05, 2023
Q1 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
1.44KNew |
$171K - $215K
|
1.44K
$195K
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.43K+ 7.04% |
$170K - $214K
|
21.7K
$2.95M
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
1.42K+ 614.72% |
$170K - $213K
|
1.65K
$225K
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.41K+ 31.0% |
$168K - $211K
|
5.95K
$810K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.39K+ 53.24% |
$166K - $208K
|
3.99K
$544K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
1.37K+ 1.57% |
$163K - $205K
|
88.3K
$12M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
1.36KNew |
$163K - $205K
|
1.36K
$186K
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.3K+ 22.32% |
$155K - $194K
|
7.1K
$967K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.29K+ 4.8% |
$154K - $193K
|
28.1K
$3.83M
|
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
1.28K+ 39.89% |
$153K - $193K
|
4.5K
$613K
|
|
|
Apr 12, 2023
Q1 2023
|
Matrix Trust CO
|
BUY
|
- |
1.27K+ 12.98% |
$152K - $191K
|
11.1K
$1.51M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.26K+ 0.75% |
$151K - $189K
|
170K
$23.1M
|