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
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
420+ 135.05% |
$51.1K - $60.1K
|
731
$94.3K
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
418+ 25.15% |
$50.9K - $59.8K
|
2.08K
$268K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
411+ 7.79% |
$50K - $58.8K
|
5.69K
$734K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
409+ 5.73% |
$49.8K - $58.5K
|
7.55K
$973K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
401+ 26.06% |
$48.8K - $57.3K
|
1.94K
$250K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
400+ 952.38% |
$48.7K - $57.2K
|
442
$57K
|
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
BUY
|
- |
400+ 9.76% |
$48.7K - $57.2K
|
4.5K
$580K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
400+ 4.84% |
$48.7K - $57.2K
|
8.67K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
399+ 1.12% |
$48.6K - $57.1K
|
35.9K
$4.63M
|
|
|
May 07, 2025
Q1 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
397+ 4.47% |
$48.3K - $56.8K
|
9.28K
$1.2M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
383+ 0.99% |
$46.6K - $54.8K
|
38.9K
$5.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
383+ 2.89% |
$46.6K - $54.8K
|
13.7K
$1.76M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
383+ 20.71% |
$46.6K - $54.8K
|
2.23K
$288K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
382New |
$46.5K - $54.6K
|
382
$49.3K
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
374+ 12.5% |
$45.5K - $53.5K
|
3.37K
$434K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
367New |
$44.7K - $52.5K
|
367
$47.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
358+ 3.34% |
$43.6K - $51.2K
|
11.1K
$1.43M
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
352+ 12.47% |
$42.9K - $50.3K
|
3.17K
$409K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
345+ 1.55% |
$42K - $49.3K
|
22.6K
$2.92M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
344+ 702.04% |
$41.9K - $49.2K
|
393
$50.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
336+ 0.97% |
$40.9K - $48K
|
34.8K
$4.49M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
334New |
$40.7K - $47.8K
|
334
$43.1K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
333New |
$40.5K - $47.6K
|
333
$42.9K
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
322New |
$39.2K - $46K
|
322
$41.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
311+ 9.64% |
$37.9K - $44.5K
|
3.54K
$456K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
309+ 7.21% |
$37.6K - $44.2K
|
4.59K
$592K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
308+ 5.14% |
$37.5K - $44K
|
6.3K
$812K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
308+ 2.79% |
$37.5K - $44K
|
11.3K
$1.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
306+ 1.86% |
$37.3K - $43.8K
|
16.7K
$2.16M
|
|
|
May 13, 2025
Q1 2025
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
301+ 3.79% |
$36.6K - $43K
|
8.25K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
300+ 0.62% |
$36.5K - $42.9K
|
48.3K
$6.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
281+ 4.9% |
$34.2K - $40.2K
|
6.01K
$776K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
279+ 2.32% |
$34K - $39.9K
|
12.3K
$1.59M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
271New |
$33K - $38.8K
|
271
$35K
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
267+ 84.49% |
$32.5K - $38.2K
|
583
$75.2K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
265+ 17.42% |
$32.3K - $37.9K
|
1.79K
$230K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
261+ 7.64% |
$31.8K - $37.3K
|
3.68K
$474K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
252+ 15.06% |
$30.7K - $36K
|
1.93K
$248K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
250+ 9.48% |
$30.4K - $35.7K
|
2.89K
$372K
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
BUY
|
- |
250+ 22.73% |
$30.4K - $35.7K
|
1.35K
$174K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
244+ 1.52% |
$29.7K - $34.9K
|
16.3K
$2.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
243+ 2.08% |
$29.6K - $34.7K
|
11.9K
$1.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
242+ 5.59% |
$29.5K - $34.6K
|
4.57K
$590K
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
240+ 8.15% |
$29.2K - $34.3K
|
3.19K
$411K
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
236+ 1.56% |
$28.7K - $33.7K
|
15.3K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
236+ 2.23% |
$28.7K - $33.7K
|
10.8K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
230+ 3.94% |
$28K - $32.9K
|
6.07K
$783K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
228+ 5.34% |
$27.8K - $32.6K
|
4.5K
$580K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
221+ 2.2% |
$26.9K - $31.6K
|
10.3K
$1.33M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
220+ 17.32% |
$26.8K - $31.5K
|
1.49K
$192K
|