Purchases and Sales Made in Q2 2023 in Valero Energy Corp (VLO)
This table provides information about the institutional ownership of Valero Energy Corp (VLO) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
198+ 4.15% |
$20.7K - $27.4K
|
4.97K
$701K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
195+ 59.45% |
$20.3K - $27K
|
523
$73.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
194+ 1.73% |
$20.2K - $26.9K
|
11.4K
$1.61M
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
190+ 267.61% |
$19.8K - $26.3K
|
261
$36.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
190+ 190.0% |
$19.8K - $26.3K
|
290
$40.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
189+ 0.66% |
$19.7K - $26.2K
|
28.8K
$4.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
186+ 80.52% |
$19.4K - $25.8K
|
417
$58.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
184+ 2.47% |
$19.2K - $25.5K
|
7.65K
$1.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
181+ 0.95% |
$18.9K - $25.1K
|
19.2K
$2.71M
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
180+ 4.24% |
$18.8K - $24.9K
|
4.43K
$624K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
174+ 5.58% |
$18.1K - $24.1K
|
3.3K
$465K
|
|
|
Aug 08, 2023
Q2 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
170+ 0.67% |
$17.7K - $23.6K
|
25.5K
$3.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
168+ 4.0% |
$17.5K - $23.3K
|
4.37K
$616K
|
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
BUY
|
- |
165+ 6.1% |
$17.2K - $22.9K
|
2.87K
$405K
|
|
|
Aug 02, 2023
Q2 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
156+ 7.31% |
$16.3K - $21.6K
|
2.29K
$323K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
152+ 0.8% |
$15.9K - $21.1K
|
19.1K
$2.69M
|
|
|
Jul 12, 2023
Q2 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
150+ 1.0% |
$15.6K - $20.8K
|
15.1K
$2.13M
|
|
|
Jul 24, 2023
Q2 2023
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
150+ 0.31% |
$15.6K - $20.8K
|
48.4K
$6.82M
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
150New |
$15.6K - $20.8K
|
150
$21.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
BUY
|
- |
144+ 2.75% |
$15K - $19.9K
|
5.37K
$758K
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
BUY
|
- |
136+ 0.23% |
$14.2K - $18.8K
|
59.5K
$8.4M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
136+ 1700.0% |
$14.2K - $18.8K
|
144
$20.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
130+ 1.75% |
$13.6K - $18K
|
7.54K
$1.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
126New |
$13.1K - $17.5K
|
126
$17.8K
|
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
122+ 0.65% |
$12.7K - $16.9K
|
18.8K
$2.65M
|
|
|
Jul 21, 2023
Q2 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
121+ 5.41% |
$12.6K - $16.8K
|
2.36K
$333K
|
|
|
Aug 03, 2023
Q2 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
120+ 1.32% |
$12.5K - $16.6K
|
9.22K
$1.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
119+ 12.75% |
$12.4K - $16.5K
|
1.05K
$148K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
118+ 3.72% |
$12.3K - $16.3K
|
3.29K
$465K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
114+ 1.77% |
$11.9K - $15.8K
|
6.56K
$925K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
113+ 110.78% |
$11.8K - $15.7K
|
215
$30.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
113+ 4.3% |
$11.8K - $15.7K
|
2.74K
$386K
|
|
|
Oct 09, 2024
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
113+ 3.12% |
$11.8K - $15.7K
|
3.74K
$527K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
111+ 26.43% |
$11.6K - $15.4K
|
531
$74.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
111+ 5.4% |
$11.6K - $15.4K
|
2.17K
$306K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
110+ 1.99% |
$11.5K - $15.2K
|
5.64K
$796K
|
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
107+ 1.98% |
$11.2K - $14.8K
|
5.52K
$778K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
103+ 4.76% |
$10.7K - $14.3K
|
2.27K
$320K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
100+ 13.79% |
$10.4K - $13.9K
|
825
$116K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
100New |
$10.4K - $13.9K
|
100
$14.1K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
100+ 13.79% |
$10.4K - $13.9K
|
825
$116K
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
96+ 0.83% |
$10K - $13.3K
|
11.6K
$1.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
94+ 5.65% |
$9.81K - $13K
|
1.76K
$248K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
91+ 1.83% |
$9.49K - $12.6K
|
5.07K
$715K
|
|
|
Aug 08, 2023
Q2 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
91+ 34.47% |
$9.49K - $12.6K
|
355
$50.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
87+ 0.9% |
$9.07K - $12.1K
|
9.75K
$1.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
87+ 1.4% |
$9.07K - $12.1K
|
6.29K
$887K
|
|
|
Dec 18, 2023
Q2 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
87+ 32.46% |
$9.07K - $12.1K
|
355
$50.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
86+ 1.39% |
$8.97K - $11.9K
|
6.27K
$884K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
85+ 11.0% |
$8.87K - $11.8K
|
858
$121K
|