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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.75% |
$487 - $572
|
536
$77.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
3+ 4.0% |
$365 - $429
|
78
$11.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3+ 0.4% |
$365 - $429
|
748
$109K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
3+ 1.01% |
$365 - $429
|
300
$43.5K
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
3+ 0.09% |
$365 - $429
|
3.51K
$509K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2+ 0.05% |
$244 - $286
|
3.99K
$579K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2New |
$244 - $286
|
2
$290
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
2+ 0.0% |
$244 - $286
|
187K
$27.2M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2+ 12.5% |
$244 - $286
|
18
$2.61K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 0.25% |
$244 - $286
|
800
$116K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1+ 33.33% |
$122 - $143
|
4
$580
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 6.67% |
$122 - $143
|
16
$2.32K
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1+ 0.01% |
$122 - $143
|
7.41K
$1.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 5.0% |
$122 - $143
|
21
$3.05K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1New |
$122 - $143
|
1
$145
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
1+ 11.11% |
$122 - $143
|
10
$1.45K
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
1+ 0.06% |
$122 - $143
|
1.58K
$230K
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1+ 0.01% |
$122 - $143
|
10.2K
$1.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1- 0.03% |
$122 - $143
|
3.9K
$566K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1- 0.15% |
$122 - $143
|
683
$99.1K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-1- 0.14% |
$122 - $143
|
707
$103K
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-1- 0.06% |
$122 - $143
|
1.58K
$229K
|
|
|
May 09, 2025
Q1 2025
|
Lcm Capital Management Inc
|
SELL
|
- |
-1- 0.06% |
$122 - $143
|
1.7K
$246K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-2- 9.52% |
$244 - $286
|
19
$2.76K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-2- 2.17% |
$244 - $286
|
90
$13.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-3- 3.75% |
$365 - $429
|
77
$11.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-3- 0.12% |
$365 - $429
|
2.44K
$354K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-3- 25.0% |
$365 - $429
|
9
$1.31K
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-3- 0.02% |
$365 - $429
|
13.3K
$1.93M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-3- 0.5% |
$365 - $429
|
603
$87.5K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-3- 0.16% |
$365 - $429
|
1.92K
$278K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-4- 3.45% |
$487 - $572
|
112
$16.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-5- 0.02% |
$609 - $715
|
23K
$3.34M
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-5- 0.1% |
$609 - $715
|
5.06K
$734K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-7- 17.07% |
$852 - $1K
|
34
$4.93K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-7- 0.22% |
$852 - $1K
|
3.2K
$464K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7- 0.14% |
$852 - $1K
|
4.87K
$707K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-9- 0.3% |
$1.1K - $1.29K
|
3.04K
$441K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-10- 23.26% |
$1.22K - $1.43K
|
33
$4.79K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-11- 0.79% |
$1.34K - $1.57K
|
1.38K
$200K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-11- 0.59% |
$1.34K - $1.57K
|
1.84K
$267K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-12- 0.13% |
$1.46K - $1.72K
|
8.95K
$1.3M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-12- 0.81% |
$1.46K - $1.72K
|
1.48K
$214K
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-13- 0.58% |
$1.58K - $1.86K
|
2.25K
$326K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-14- 0.2% |
$1.7K - $2K
|
7.08K
$1.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-15- 0.45% |
$1.83K - $2.14K
|
3.3K
$479K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-16- 16.0% |
$1.95K - $2.29K
|
84
$12.2K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-16- 0.63% |
$1.95K - $2.29K
|
2.53K
$367K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-18- 0.24% |
$2.19K - $2.57K
|
7.45K
$1.08M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-18- 12.16% |
$2.19K - $2.57K
|
130
$18.9K
|