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 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
754New |
$91.8K - $108K
|
754
$97.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
750+ 19.71% |
$91.3K - $107K
|
4.56K
$588K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
742+ 27.75% |
$90.3K - $106K
|
3.42K
$441K
|
|
|
Apr 29, 2025
Q1 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
741+ 22.59% |
$90.2K - $106K
|
4.02K
$519K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
732+ 1.12% |
$89.1K - $105K
|
66.2K
$8.54M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
730+ 15.98% |
$88.9K - $104K
|
5.3K
$683K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
717+ 0.83% |
$87.3K - $103K
|
87.6K
$11.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
706+ 1.77% |
$86K - $101K
|
40.5K
$5.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
702+ 1.16% |
$85.5K - $100K
|
61.3K
$7.91M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
700+ 17.95% |
$85.2K - $100K
|
4.6K
$593K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
689+ 9.67% |
$83.9K - $98.5K
|
7.82K
$1.01M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
678+ 11.71% |
$82.6K - $96.9K
|
6.47K
$834K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
665+ 6.87% |
$81K - $95.1K
|
10.3K
$1.33M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
663+ 1.24% |
$80.7K - $94.8K
|
54.3K
$7.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
661+ 1.26% |
$80.5K - $94.5K
|
53K
$6.84M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
624+ 4.09% |
$76K - $89.2K
|
15.9K
$2.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
610+ 5.24% |
$74.3K - $87.2K
|
12.2K
$1.58M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
606+ 2.55% |
$73.8K - $86.7K
|
24.4K
$3.15M
|
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
600+ 2.22% |
$73.1K - $85.8K
|
27.6K
$3.56M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
599+ 23.85% |
$72.9K - $85.7K
|
3.11K
$401K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
598+ 9.5% |
$72.8K - $85.5K
|
6.89K
$889K
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
596+ 12.77% |
$72.6K - $85.2K
|
5.26K
$679K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
581+ 5.91% |
$70.7K - $83.1K
|
10.4K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
577+ 44.62% |
$70.3K - $82.5K
|
1.87K
$241K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
572+ 19.09% |
$69.6K - $81.8K
|
3.57K
$460K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
570+ 4.84% |
$69.4K - $81.5K
|
12.4K
$1.59M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
564+ 14.42% |
$68.7K - $80.6K
|
4.48K
$577K
|
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
564+ 5.08% |
$68.7K - $80.6K
|
11.7K
$1.5M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
553+ 4.67% |
$67.3K - $79.1K
|
12.4K
$1.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
551+ 3.73% |
$67.1K - $78.8K
|
15.3K
$1.97M
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
546+ 7.65% |
$66.5K - $78.1K
|
7.68K
$990K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
526+ 5.16% |
$64K - $75.2K
|
10.7K
$1.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
514+ 13.7% |
$62.6K - $73.5K
|
4.27K
$550K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
502+ 28.3% |
$61.1K - $71.8K
|
2.28K
$294K
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
500+ 1.64% |
$60.9K - $71.5K
|
31K
$4M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
500New |
$60.9K - $71.5K
|
500
$64.5K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
499+ 0.33% |
$60.8K - $71.4K
|
151K
$19.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
494+ 12.68% |
$60.1K - $70.6K
|
4.39K
$566K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
491+ 0.61% |
$59.8K - $70.2K
|
81K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
475+ 23.76% |
$57.8K - $67.9K
|
2.47K
$319K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
468+ 0.83% |
$57K - $66.9K
|
56.8K
$7.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
467+ 1.72% |
$56.9K - $66.8K
|
27.6K
$3.55M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
454+ 4.8% |
$55.3K - $64.9K
|
9.91K
$1.28M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
445+ 7.34% |
$54.2K - $63.6K
|
6.51K
$839K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
443+ 19.03% |
$53.9K - $63.3K
|
2.77K
$357K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
439+ 8.71% |
$53.5K - $62.8K
|
5.48K
$707K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
438New |
$53.3K - $62.6K
|
438
$56.5K
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
430+ 16.51% |
$52.4K - $61.5K
|
3.03K
$391K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
426+ 11.88% |
$51.9K - $60.9K
|
4.01K
$518K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
424+ 1.05% |
$51.6K - $60.6K
|
40.6K
$5.24M
|