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 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
59New |
$7.18K - $8.44K
|
59
$7.57K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
55+ 1.85% |
$6.7K - $7.86K
|
3.03K
$389K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
55+ 0.63% |
$6.7K - $7.86K
|
8.84K
$1.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
54+ 2.41% |
$6.58K - $7.72K
|
2.29K
$294K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
53+ 6.68% |
$6.45K - $7.58K
|
847
$109K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
52New |
$6.33K - $7.44K
|
52
$6.67K
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
50New |
$6.09K - $7.15K
|
50
$6.42K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
48+ 0.4% |
$5.84K - $6.86K
|
12.1K
$1.55M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
46+ 1.06% |
$5.6K - $6.58K
|
4.4K
$564K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
45+ 0.34% |
$5.48K - $6.43K
|
13.4K
$1.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
44+ 0.58% |
$5.36K - $6.29K
|
7.66K
$983K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
44+ 2.98% |
$5.36K - $6.29K
|
1.52K
$195K
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
43+ 0.3% |
$5.24K - $6.15K
|
14.2K
$1.83M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
43+ 3.81% |
$5.24K - $6.15K
|
1.17K
$150K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
42+ 1.36% |
$5.11K - $6.01K
|
3.12K
$401K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
41+ 0.36% |
$4.99K - $5.86K
|
11.5K
$1.48M
|
|
|
May 12, 2025
Q1 2025
|
Avos Capital Management, LLC
Seattle, WA |
BUY
|
- |
41+ 0.68% |
$4.99K - $5.86K
|
6.04K
$775K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
40+ 0.15% |
$4.87K - $5.72K
|
26.7K
$3.42M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
38+ 0.69% |
$4.63K - $5.43K
|
5.53K
$709K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
36+ 0.82% |
$4.38K - $5.15K
|
4.45K
$571K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
34+ 1.65% |
$4.14K - $4.86K
|
2.1K
$269K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
34+ 1.48% |
$4.14K - $4.86K
|
2.34K
$300K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
33+ 24.81% |
$4.02K - $4.72K
|
166
$21.3K
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
33+ 0.59% |
$4.02K - $4.72K
|
5.61K
$720K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
32+ 10.26% |
$3.9K - $4.58K
|
344
$44.1K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
32+ 1.43% |
$3.9K - $4.58K
|
2.26K
$290K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
30New |
$3.65K - $4.29K
|
30
$3.85K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
29+ 43.28% |
$3.53K - $4.15K
|
96
$12.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
29+ 0.27% |
$3.53K - $4.15K
|
10.8K
$1.39M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
29+ 0.41% |
$3.53K - $4.15K
|
7.02K
$900K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
29+ 1.28% |
$3.53K - $4.15K
|
2.29K
$294K
|
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
29+ 0.4% |
$3.53K - $4.15K
|
7.35K
$944K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
28+ 0.51% |
$3.41K - $4K
|
5.51K
$707K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
28+ 0.83% |
$3.41K - $4K
|
3.39K
$435K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
27+ 0.95% |
$3.29K - $3.86K
|
2.86K
$367K
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
27+ 0.95% |
$3.29K - $3.86K
|
2.86K
$367K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
27+ 300.0% |
$3.29K - $3.86K
|
36
$4.62K
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
26+ 1.09% |
$3.17K - $3.72K
|
2.41K
$310K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
25+ 0.27% |
$3.04K - $3.57K
|
9.16K
$1.18M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
25New |
$3.04K - $3.57K
|
25
$3.21K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
24+ 5.66% |
$2.92K - $3.43K
|
448
$57.5K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
24+ 1.66% |
$2.92K - $3.43K
|
1.47K
$189K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
23+ 62.16% |
$2.8K - $3.29K
|
60
$7.7K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
23+ 0.06% |
$2.8K - $3.29K
|
39.6K
$5.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
21+ 60.0% |
$2.56K - $3K
|
56
$7.18K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
20+ 0.84% |
$2.44K - $2.86K
|
2.41K
$309K
|
|
|
Apr 29, 2025
Q1 2025
|
Oppenheimer & Close, LLC
|
BUY
|
- |
20+ 0.58% |
$2.44K - $2.86K
|
3.46K
$444K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
20+ 16.81% |
$2.44K - $2.86K
|
139
$17.8K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
20+ 0.13% |
$2.44K - $2.86K
|
15.8K
$2.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
19New |
$2.31K - $2.72K
|
19
$2.44K
|