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 06, 2023
Q1 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
750+ 12.42% |
$89.6K - $112K
|
6.79K
$876K
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
750+ 1229.51% |
$89.6K - $112K
|
811
$105K
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
745+ 6.86% |
$89K - $112K
|
11.6K
$1.5M
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
745+ 2.8% |
$89K - $112K
|
27.4K
$3.53M
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
738+ 6.28% |
$88.2K - $111K
|
12.5K
$1.61M
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
733+ 11.49% |
$87.6K - $110K
|
7.11K
$917K
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
726+ 14.74% |
$86.8K - $109K
|
5.65K
$729K
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
719+ 23.4% |
$85.9K - $108K
|
3.79K
$489K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
715New |
$85.4K - $107K
|
715
$92.2K
|
|
Apr 21, 2023
Q1 2023
|
Denali Advisors LLC
|
BUY
|
- |
700New |
$83.7K - $105K
|
700
$90.3K
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
700+ 177.22% |
$83.7K - $105K
|
1.1K
$141K
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
693+ 9.74% |
$82.8K - $104K
|
7.81K
$1.01M
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
686+ 11.96% |
$82K - $103K
|
6.42K
$828K
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
676New |
$80.8K - $101K
|
676
$87.2K
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
672+ 1.28% |
$80.3K - $101K
|
53.3K
$6.87M
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
668+ 2.62% |
$79.8K - $100K
|
26.1K
$3.37M
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
659+ 15.08% |
$78.8K - $98.8K
|
5.03K
$649K
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
652+ 0.75% |
$77.9K - $97.8K
|
87.3K
$11.3M
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
625New |
$74.7K - $93.7K
|
625
$80.6K
|
|
May 02, 2023
Q1 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
617+ 2.98% |
$73.7K - $92.5K
|
21.3K
$2.75M
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
615+ 6.6% |
$73.5K - $92.2K
|
9.94K
$1.28M
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
602New |
$71.9K - $90.3K
|
602
$77.6K
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
600+ 26.28% |
$71.7K - $90K
|
2.88K
$372K
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
594+ 24.8% |
$71K - $89.1K
|
2.99K
$385K
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
575+ 15.11% |
$68.7K - $86.2K
|
4.38K
$565K
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
563+ 3.77% |
$67.3K - $84.4K
|
15.5K
$2M
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
557+ 1.35% |
$66.6K - $83.5K
|
41.7K
$5.38M
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
555+ 11.26% |
$66.3K - $83.2K
|
5.49K
$707K
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
555+ 21.83% |
$66.3K - $83.2K
|
3.1K
$399K
|
|
Feb 20, 2025
Q1 2023
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
555+ 30.82% |
$66.3K - $83.2K
|
2.36K
$304K
|
|
May 11, 2023
Q1 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
541+ 1.64% |
$64.7K - $81.1K
|
33.5K
$4.33M
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
BUY
|
- |
525+ 31.16% |
$62.7K - $78.7K
|
2.21K
$285K
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
504+ 3.64% |
$60.2K - $75.6K
|
14.4K
$1.85M
|
|
Apr 13, 2023
Q1 2023
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
500+ 1.05% |
$59.8K - $75K
|
48.2K
$6.22M
|
|
May 15, 2023
Q1 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
500+ 25.0% |
$59.8K - $75K
|
2.5K
$322K
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
500New |
$59.8K - $75K
|
500
$64.5K
|
|
May 01, 2023
Q1 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
484+ 20.12% |
$57.8K - $72.6K
|
2.89K
$373K
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
482+ 5.96% |
$57.6K - $72.3K
|
8.58K
$1.11M
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
479+ 16.92% |
$57.2K - $71.8K
|
3.31K
$427K
|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
476+ 16.58% |
$56.9K - $71.4K
|
3.35K
$432K
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
476+ 0.31% |
$56.9K - $71.4K
|
153K
$19.7M
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
472+ 4.08% |
$56.4K - $70.8K
|
12K
$1.55M
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
457+ 10.4% |
$54.6K - $68.5K
|
4.85K
$626K
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
457+ 5.82% |
$54.6K - $68.5K
|
8.31K
$1.07M
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
456+ 0.8% |
$54.5K - $68.4K
|
57.5K
$7.42M
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
452+ 74.22% |
$54K - $67.8K
|
1.06K
$137K
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
444+ 2.51% |
$53.1K - $66.6K
|
18.1K
$2.34M
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
440+ 22.02% |
$52.6K - $66K
|
2.44K
$314K
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
439+ 16.82% |
$52.5K - $65.8K
|
3.05K
$393K
|
|
Apr 18, 2023
Q1 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
438+ 1.83% |
$52.3K - $65.7K
|
24.4K
$3.15M
|