Purchases and Sales Made in Q1 2025 in Valero Energy Corp (VLO)
This table provides information about the institutional ownership of Valero Energy Corp (VLO) during Q1 2025. 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 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
220+ 17.32% |
$26.8K - $31.5K
|
1.49K
$191K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
210+ 33.28% |
$25.6K - $30K
|
841
$108K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
207+ 3.29% |
$25.2K - $29.6K
|
6.5K
$834K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
204New |
$24.8K - $29.2K
|
204
$26.2K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
204+ 1.84% |
$24.8K - $29.2K
|
11.3K
$1.45M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
203+ 29.72% |
$24.7K - $29K
|
886
$114K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
200+ 8.96% |
$24.4K - $28.6K
|
2.43K
$312K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
197+ 0.29% |
$24K - $28.2K
|
67.8K
$8.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
195+ 7.55% |
$23.7K - $27.9K
|
2.78K
$357K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
193+ 5.15% |
$23.5K - $27.6K
|
3.94K
$505K
|
|
|
May 14, 2025
Q1 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
185+ 3.54% |
$22.5K - $26.5K
|
5.41K
$694K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
184+ 88.04% |
$22.4K - $26.3K
|
393
$50.4K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
182+ 2.36% |
$22.2K - $26K
|
7.89K
$1.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
181+ 2.85% |
$22K - $25.9K
|
6.52K
$837K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
179+ 7.07% |
$21.8K - $25.6K
|
2.71K
$348K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
178+ 9.4% |
$21.7K - $25.5K
|
2.07K
$266K
|
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
177+ 1.24% |
$21.6K - $25.3K
|
14.4K
$1.85M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
177+ 6.15% |
$21.6K - $25.3K
|
3.05K
$392K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
176+ 4.63% |
$21.4K - $25.2K
|
3.98K
$510K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
174+ 1.31% |
$21.2K - $24.9K
|
13.4K
$1.72M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
168+ 5.93% |
$20.5K - $24K
|
3K
$385K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
166+ 1.36% |
$20.2K - $23.7K
|
12.4K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
166+ 2.52% |
$20.2K - $23.7K
|
6.75K
$865K
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
162+ 2.11% |
$19.7K - $23.2K
|
7.85K
$1.01M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
161+ 6.96% |
$19.6K - $23K
|
2.47K
$317K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
160+ 2.85% |
$19.5K - $22.9K
|
5.78K
$741K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
157+ 53.95% |
$19.1K - $22.4K
|
448
$57.5K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
156+ 9.36% |
$19K - $22.3K
|
1.82K
$234K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
155+ 3.13% |
$18.9K - $22.2K
|
5.1K
$655K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
151+ 4.76% |
$18.4K - $21.6K
|
3.32K
$426K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
150+ 1.47% |
$18.3K - $21.4K
|
10.3K
$1.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
140New |
$17K - $20K
|
140
$18K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
134+ 3.66% |
$16.3K - $19.2K
|
3.79K
$487K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
133+ 0.71% |
$16.2K - $19K
|
18.8K
$2.41M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
130+ 156.63% |
$15.8K - $18.6K
|
213
$27.3K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
128New |
$15.6K - $18.3K
|
128
$16.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
125+ 6.24% |
$15.2K - $17.9K
|
2.13K
$273K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
125New |
$15.2K - $17.9K
|
125
$16K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
120New |
$14.6K - $17.2K
|
120
$15.4K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
117+ 0.32% |
$14.2K - $16.7K
|
36.7K
$4.71M
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
114+ 7.53% |
$13.9K - $16.3K
|
1.63K
$209K
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
114+ 0.75% |
$13.9K - $16.3K
|
15.3K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
111+ 0.28% |
$13.5K - $15.9K
|
39.5K
$5.07M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
110New |
$13.4K - $15.7K
|
110
$14.1K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
108+ 1.66% |
$13.2K - $15.4K
|
6.61K
$848K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
107+ 1.26% |
$13K - $15.3K
|
8.59K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
107+ 3.88% |
$13K - $15.3K
|
2.86K
$367K
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
105+ 362.07% |
$12.8K - $15K
|
134
$17.2K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
104+ 2.4% |
$12.7K - $14.9K
|
4.44K
$570K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
102+ 5.47% |
$12.4K - $14.6K
|
1.97K
$252K
|