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 11, 2025
Q1 2025
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-153- 4.64% |
$18.6K - $21.9K
|
3.14K
$403K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-159- 10.46% |
$19.4K - $22.7K
|
1.36K
$175K
|
|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-160- 3.29% |
$19.5K - $22.9K
|
4.7K
$602K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-166- 1.02% |
$20.2K - $23.7K
|
16.1K
$2.06M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-166- 1.33% |
$20.2K - $23.7K
|
12.3K
$1.58M
|
|
|
Apr 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-167- 3.69% |
$20.3K - $23.9K
|
4.36K
$560K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-170- 3.47% |
$20.7K - $24.3K
|
4.73K
$606K
|
|
|
May 13, 2025
Q1 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-170- 0.29% |
$20.7K - $24.3K
|
58K
$7.44M
|
|
|
May 14, 2025
Q1 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-172- 1.3% |
$20.9K - $24.6K
|
13K
$1.67M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-174- 9.83% |
$21.2K - $24.9K
|
1.6K
$205K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-195- 4.67% |
$23.7K - $27.9K
|
3.98K
$511K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-199- 0.95% |
$24.2K - $28.5K
|
20.9K
$2.68M
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-199- 15.19% |
$24.2K - $28.5K
|
1.11K
$143K
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-200- 3.53% |
$24.4K - $28.6K
|
5.46K
$701K
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-200- 1.02% |
$24.4K - $28.6K
|
19.3K
$2.48M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-200- 1.94% |
$24.4K - $28.6K
|
10.1K
$1.3M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-200- 4.08% |
$24.4K - $28.6K
|
4.7K
$603K
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-200- 8.46% |
$24.4K - $28.6K
|
2.16K
$278K
|
|
|
May 13, 2025
Q1 2025
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-200- 11.53% |
$24.4K - $28.6K
|
1.53K
$197K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-204- 9.83% |
$24.8K - $29.2K
|
1.87K
$240K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-205- 0.12% |
$25K - $29.3K
|
176K
$22.5M
|
|
|
May 12, 2025
Q1 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-205- 0.47% |
$25K - $29.3K
|
43K
$5.52M
|
|
|
May 12, 2025
Q1 2025
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-209- 0.4% |
$25.4K - $29.9K
|
51.9K
$6.66M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-212- 4.5% |
$25.8K - $30.3K
|
4.5K
$577K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-214- 7.78% |
$26.1K - $30.6K
|
2.54K
$326K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-215- 2.31% |
$26.2K - $30.7K
|
9.08K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-215- 1.15% |
$26.2K - $30.7K
|
18.5K
$2.37M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-219- 9.7% |
$26.7K - $31.3K
|
2.04K
$261K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-220- 12.02% |
$26.8K - $31.5K
|
1.61K
$207K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-220- 7.69% |
$26.8K - $31.5K
|
2.64K
$339K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-221- 11.99% |
$26.9K - $31.6K
|
1.62K
$208K
|
|
|
May 15, 2025
Q1 2025
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-223- 12.04% |
$27.2K - $31.9K
|
1.63K
$209K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-224- 4.79% |
$27.3K - $32K
|
4.46K
$572K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-238- 8.12% |
$29K - $34K
|
2.69K
$345K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-241- 19.34% |
$29.3K - $34.5K
|
1.01K
$129K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-246- 5.27% |
$30K - $35.2K
|
4.42K
$567K
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-248- 2.58% |
$30.2K - $35.5K
|
9.36K
$1.2M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-250- 0.69% |
$30.4K - $35.7K
|
36.2K
$4.64M
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
SELL
|
- |
-250- 3.38% |
$30.4K - $35.7K
|
7.14K
$917K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-255- 5.51% |
$31K - $36.5K
|
4.38K
$561K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-259- 5.13% |
$31.5K - $37K
|
4.79K
$615K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-260- 92.2% |
$31.7K - $37.2K
|
22
$2.82K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-262- 8.75% |
$31.9K - $37.5K
|
2.73K
$351K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-274- 1.21% |
$33.4K - $39.2K
|
22.4K
$2.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-275- 5.43% |
$33.5K - $39.3K
|
4.79K
$614K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-281- 5.71% |
$34.2K - $40.2K
|
4.64K
$595K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-289- 23.01% |
$35.2K - $41.3K
|
967
$124K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-290- 8.25% |
$35.3K - $41.5K
|
3.23K
$414K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-297- 5.7% |
$36.2K - $42.5K
|
4.91K
$630K
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-301- 8.32% |
$36.6K - $43K
|
3.32K
$425K
|