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 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
102New |
$12.4K - $14.6K
|
102
$13.1K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
101+ 5.1% |
$12.3K - $14.4K
|
2.08K
$267K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
100New |
$12.2K - $14.3K
|
100
$12.8K
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
100New |
$12.2K - $14.3K
|
100
$12.8K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
100+ 6.11% |
$12.2K - $14.3K
|
1.74K
$223K
|
|
|
May 09, 2025
Q1 2025
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
100+ 6.45% |
$12.2K - $14.3K
|
1.65K
$212K
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
100+ 3.9% |
$12.2K - $14.3K
|
2.66K
$342K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
100+ 5.33% |
$12.2K - $14.3K
|
1.98K
$253K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
100+ 153.85% |
$12.2K - $14.3K
|
165
$21.2K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
99+ 119.28% |
$12.1K - $14.2K
|
182
$23.4K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
99+ 4.19% |
$12.1K - $14.2K
|
2.46K
$315K
|
|
|
May 09, 2025
Q1 2025
|
X Square Capital, LLC
|
BUY
|
- |
99+ 0.63% |
$12.1K - $14.2K
|
15.7K
$2.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
BUY
|
- |
97+ 1.23% |
$11.8K - $13.9K
|
7.98K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
97+ 0.5% |
$11.8K - $13.9K
|
19.3K
$2.48M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
95+ 39.92% |
$11.6K - $13.6K
|
333
$42.7K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
94+ 1.75% |
$11.4K - $13.4K
|
5.46K
$700K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
92New |
$11.2K - $13.2K
|
92
$11.8K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
89+ 4.63% |
$10.8K - $12.7K
|
2.01K
$258K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
86+ 7.57% |
$10.5K - $12.3K
|
1.22K
$157K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
84+ 3.91% |
$10.2K - $12K
|
2.23K
$286K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
84+ 1.94% |
$10.2K - $12K
|
4.41K
$565K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
83+ 2.43% |
$10.1K - $11.9K
|
3.5K
$449K
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
82+ 1.92% |
$9.98K - $11.7K
|
4.36K
$560K
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
82+ 0.43% |
$9.98K - $11.7K
|
19.1K
$2.45M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
82+ 2.21% |
$9.98K - $11.7K
|
3.8K
$487K
|
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
82+ 0.5% |
$9.98K - $11.7K
|
16.6K
$2.13M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
81+ 0.58% |
$9.86K - $11.6K
|
14K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
81+ 1.05% |
$9.86K - $11.6K
|
7.76K
$996K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
80+ 94.12% |
$9.74K - $11.4K
|
165
$21.2K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
80+ 86.02% |
$9.74K - $11.4K
|
173
$22.2K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
79+ 4.56% |
$9.62K - $11.3K
|
1.81K
$232K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
78New |
$9.5K - $11.2K
|
78
$10K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
78+ 1.1% |
$9.5K - $11.2K
|
7.15K
$918K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
78New |
$9.5K - $11.2K
|
78
$10K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
78+ 1.43% |
$9.5K - $11.2K
|
5.54K
$711K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
77+ 21.39% |
$9.38K - $11K
|
437
$56.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
76+ 4.51% |
$9.25K - $10.9K
|
1.76K
$226K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
73+ 4.35% |
$8.89K - $10.4K
|
1.75K
$225K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
73+ 1.0% |
$8.89K - $10.4K
|
7.36K
$944K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
72+ 0.36% |
$8.77K - $10.3K
|
19.9K
$2.56M
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
72+ 1.15% |
$8.77K - $10.3K
|
6.31K
$809K
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
BUY
|
- |
71+ 2.77% |
$8.64K - $10.2K
|
2.64K
$338K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
71+ 1.78% |
$8.64K - $10.2K
|
4.06K
$521K
|
|
|
May 01, 2025
Q1 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
66+ 3.12% |
$8.04K - $9.44K
|
2.18K
$280K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
65+ 1.91% |
$7.91K - $9.29K
|
3.47K
$446K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
BUY
|
- |
64+ 1.35% |
$7.79K - $9.15K
|
4.79K
$615K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
63+ 2.4% |
$7.67K - $9.01K
|
2.69K
$345K
|
|
|
May 13, 2025
Q1 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
61+ 0.51% |
$7.43K - $8.72K
|
12.1K
$1.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
60+ 0.73% |
$7.31K - $8.58K
|
8.27K
$1.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
60+ 1.61% |
$7.31K - $8.58K
|
3.78K
$485K
|