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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.25K+ 17.95% |
$150K - $188K
|
8.22K
$1.12M
|
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
BUY
|
- |
1.25K+ 490.2% |
$149K - $187K
|
1.51K
$205K
|
|
|
May 12, 2023
Q1 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
1.22KNew |
$146K - $183K
|
1.22K
$166K
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.19K+ 36.05% |
$142K - $178K
|
4.48K
$610K
|
|
|
Oct 09, 2024
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.18K+ 47.96% |
$140K - $176K
|
3.63K
$494K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.16K+ 3.29% |
$138K - $173K
|
36.2K
$4.93M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.15K+ 146.82% |
$138K - $173K
|
1.94K
$264K
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
1.14K+ 2.16% |
$136K - $171K
|
54.1K
$7.36M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.14K+ 13.11% |
$136K - $171K
|
9.84K
$1.34M
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
BUY
|
- |
1.12K+ 1.61% |
$134K - $168K
|
70.9K
$9.65M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.12K+ 11.94% |
$134K - $168K
|
10.5K
$1.43M
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
1.1K+ 0.88% |
$131K - $165K
|
126K
$17.2M
|
|
|
May 09, 2023
Q1 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1.1KNew |
$131K - $165K
|
1.1K
$150K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.09K+ 64.7% |
$131K - $164K
|
2.79K
$379K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.09K+ 7.49% |
$131K - $164K
|
15.7K
$2.13M
|
|
|
May 11, 2023
Q1 2023
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
1.09K+ 11.67% |
$131K - $164K
|
10.5K
$1.42M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.07K+ 58.71% |
$127K - $160K
|
2.88K
$392K
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.06K+ 84.99% |
$127K - $159K
|
2.31K
$314K
|
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.05K+ 1.51% |
$125K - $157K
|
70.3K
$9.57M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.04K+ 0.0% |
$125K - $156K
|
35.4M
$4.82B
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.04K+ 5.51% |
$124K - $156K
|
19.9K
$2.71M
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
1.03K+ 12.52% |
$123K - $154K
|
9.25K
$1.26M
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
1.02K+ 17.88% |
$122K - $153K
|
6.74K
$918K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.01K+ 3.19% |
$120K - $151K
|
32.5K
$4.43M
|
|
|
Apr 19, 2023
Q1 2023
|
Fcf Advisors LLC
|
BUY
|
- |
1K+ 14.79% |
$120K - $150K
|
7.76K
$1.06M
|
|
|
Apr 24, 2023
Q1 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
982+ 28.13% |
$117K - $147K
|
4.47K
$609K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
947+ 5.93% |
$113K - $142K
|
16.9K
$2.3M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
944+ 27.97% |
$113K - $142K
|
4.32K
$588K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
937+ 11712.5% |
$112K - $141K
|
945
$129K
|
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
935+ 3.34% |
$112K - $140K
|
29K
$3.94M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
933New |
$112K - $140K
|
933
$127K
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
908+ 165.39% |
$109K - $136K
|
1.46K
$198K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
894+ 393.83% |
$107K - $134K
|
1.12K
$153K
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
BUY
|
- |
860+ 1.66% |
$103K - $129K
|
52.8K
$7.19M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
857+ 75.98% |
$102K - $129K
|
1.99K
$270K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
854+ 15.57% |
$102K - $128K
|
6.34K
$863K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
851+ 1.58% |
$102K - $128K
|
54.6K
$7.43M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
844+ 10.38% |
$101K - $127K
|
8.97K
$1.22M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
804+ 12.05% |
$96.1K - $121K
|
7.48K
$1.02M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
800New |
$95.6K - $120K
|
800
$109K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
800+ 941.18% |
$95.6K - $120K
|
885
$121K
|
|
|
May 12, 2023
Q1 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
787+ 6.25% |
$94.1K - $118K
|
13.4K
$1.82M
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
783+ 11.2% |
$93.6K - $117K
|
7.77K
$1.06M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
782+ 18.02% |
$93.5K - $117K
|
5.12K
$698K
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
BUY
|
- |
779+ 31.17% |
$93.1K - $117K
|
3.28K
$446K
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
BUY
|
- |
777+ 3.9% |
$92.9K - $117K
|
20.7K
$2.82M
|
|
|
May 03, 2023
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
756+ 1.57% |
$90.3K - $113K
|
48.9K
$6.66M
|
|
|
May 20, 2024
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
756+ 1.57% |
$90.3K - $113K
|
48.9K
$6.66M
|
|
|
Apr 06, 2023
Q1 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
750+ 12.42% |
$89.6K - $112K
|
6.79K
$925K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
750+ 1229.51% |
$89.6K - $112K
|
811
$110K
|