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 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-19- 2.57% |
$2.31K - $2.72K
|
721
$105K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-19- 51.35% |
$2.31K - $2.72K
|
18
$2.61K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
SELL
|
- |
-20- 20.2% |
$2.44K - $2.86K
|
79
$11.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-21- 0.74% |
$2.56K - $3K
|
2.83K
$411K
|
|
|
May 02, 2025
Q1 2025
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-21- 0.03% |
$2.56K - $3K
|
82.5K
$12M
|
|
|
May 05, 2025
Q1 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
SELL
|
- |
-23- 1.0% |
$2.8K - $3.29K
|
2.27K
$329K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-23- 0.61% |
$2.8K - $3.29K
|
3.76K
$546K
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-25- 1.01% |
$3.04K - $3.57K
|
2.44K
$355K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-25- 1.02% |
$3.04K - $3.57K
|
2.42K
$351K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-25- 1.39% |
$3.04K - $3.57K
|
1.77K
$257K
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-25- 0.21% |
$3.04K - $3.57K
|
11.9K
$1.72M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-25- 13.89% |
$3.04K - $3.57K
|
155
$22.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-27- 0.71% |
$3.29K - $3.86K
|
3.8K
$551K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-29- 5.1% |
$3.53K - $4.15K
|
540
$78.4K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-30- 1.11% |
$3.65K - $4.29K
|
2.68K
$388K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-30- 11.63% |
$3.65K - $4.29K
|
228
$33.1K
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-30- 0.99% |
$3.65K - $4.29K
|
3K
$435K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-32- 1.95% |
$3.9K - $4.58K
|
1.61K
$233K
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-32- 1.0% |
$3.9K - $4.58K
|
3.16K
$458K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-33- 4.18% |
$4.02K - $4.72K
|
757
$110K
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-33- 0.96% |
$4.02K - $4.72K
|
3.4K
$493K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-34- 0.99% |
$4.14K - $4.86K
|
3.41K
$494K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-35- 0.67% |
$4.26K - $5K
|
5.21K
$756K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-35- 1.51% |
$4.26K - $5K
|
2.28K
$331K
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-35- 1.09% |
$4.26K - $5K
|
3.19K
$462K
|
|
|
May 12, 2025
Q1 2025
|
Xy Capital LTD
Central, K3 |
SELL
|
- |
-35- 58.33% |
$4.26K - $5K
|
25
$3.63K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-37- 3.13% |
$4.51K - $5.29K
|
1.14K
$166K
|
|
|
May 05, 2025
Q1 2025
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-40- 2.16% |
$4.87K - $5.72K
|
1.81K
$263K
|
|
|
May 13, 2025
Q1 2025
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-40- 0.4% |
$4.87K - $5.72K
|
9.99K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-41- 1.55% |
$4.99K - $5.86K
|
2.6K
$378K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-42- 2.32% |
$5.11K - $6.01K
|
1.77K
$257K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-44- 0.28% |
$5.36K - $6.29K
|
15.7K
$2.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-47- 0.45% |
$5.72K - $6.72K
|
10.4K
$1.51M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-50- 42.02% |
$6.09K - $7.15K
|
69
$10K
|
|
|
Apr 16, 2025
Q1 2025
|
New England Research & Management, Inc.
|
SELL
|
- |
-50- 1.01% |
$6.09K - $7.15K
|
4.93K
$715K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-50- 2.35% |
$6.09K - $7.15K
|
2.08K
$301K
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-50- 1.45% |
$6.09K - $7.15K
|
3.4K
$493K
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-50- 1.91% |
$6.09K - $7.15K
|
2.57K
$374K
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-52- 2.33% |
$6.33K - $7.44K
|
2.18K
$317K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-53- 0.68% |
$6.45K - $7.58K
|
7.75K
$1.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-54- 41.86% |
$6.58K - $7.72K
|
75
$10.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-56- 2.21% |
$6.82K - $8.01K
|
2.47K
$359K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-60- 3.37% |
$7.31K - $8.58K
|
1.72K
$249K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-60- 1.71% |
$7.31K - $8.58K
|
3.45K
$501K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-60- 16.17% |
$7.31K - $8.58K
|
311
$45.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-61- 2.88% |
$7.43K - $8.72K
|
2.06K
$298K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-62- 0.66% |
$7.55K - $8.87K
|
9.32K
$1.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-63- 6.75% |
$7.67K - $9.01K
|
870
$126K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-63- 1.17% |
$7.67K - $9.01K
|
5.34K
$774K
|
|
|
Apr 08, 2025
Q1 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-65- 0.9% |
$7.91K - $9.29K
|
7.16K
$1.04M
|