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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
83+ 0.56% |
$8.66K - $11.5K
|
14.9K
$2.02M
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
82+ 3.04% |
$8.55K - $11.4K
|
2.78K
$376K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
82New |
$8.55K - $11.4K
|
82
$11.1K
|
|
|
May 17, 2024
Q2 2023
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
BUY
|
- |
82+ 0.1% |
$8.55K - $11.4K
|
86K
$11.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
79+ 3.59% |
$8.24K - $10.9K
|
2.28K
$309K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
72+ 1.06% |
$7.51K - $9.97K
|
6.87K
$931K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
72+ 24.41% |
$7.51K - $9.97K
|
367
$49.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
72+ 0.73% |
$7.51K - $9.97K
|
9.94K
$1.35M
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
67+ 2.37% |
$6.99K - $9.28K
|
2.9K
$392K
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
65+ 3.74% |
$6.78K - $9K
|
1.8K
$244K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
65+ 1.89% |
$6.78K - $9K
|
3.51K
$475K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
58+ 1.25% |
$6.05K - $8.03K
|
4.72K
$639K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
55+ 2.05% |
$5.74K - $7.62K
|
2.73K
$370K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
54+ 23.08% |
$5.63K - $7.48K
|
288
$39K
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
BUY
|
- |
52+ 0.83% |
$5.42K - $7.2K
|
6.29K
$852K
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
BUY
|
- |
50+ 0.93% |
$5.22K - $6.93K
|
5.45K
$737K
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
47New |
$4.9K - $6.51K
|
47
$6.36K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
45+ 0.69% |
$4.69K - $6.23K
|
6.55K
$887K
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
45+ 1.71% |
$4.69K - $6.23K
|
2.68K
$363K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
44+ 2.21% |
$4.59K - $6.1K
|
2.04K
$276K
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
44New |
$4.59K - $6.1K
|
44
$5.96K
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
42+ 0.19% |
$4.38K - $5.82K
|
22.4K
$3.04M
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
40New |
$4.17K - $5.54K
|
40
$5.42K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
40+ 0.37% |
$4.17K - $5.54K
|
11K
$1.48M
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
40+ 9.55% |
$4.17K - $5.54K
|
459
$62.2K
|
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
40+ 7.25% |
$4.17K - $5.54K
|
592
$80.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
38+ 0.36% |
$3.96K - $5.26K
|
10.6K
$1.43M
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
38+ 0.46% |
$3.96K - $5.26K
|
8.27K
$1.12M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
35+ 0.43% |
$3.65K - $4.85K
|
8.23K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
35+ 1.26% |
$3.65K - $4.85K
|
2.8K
$380K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
34+ 94.44% |
$3.55K - $4.71K
|
70
$9.48K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
34+ 0.43% |
$3.55K - $4.71K
|
8K
$1.08M
|
|
|
Aug 02, 2023
Q2 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
33+ 0.74% |
$3.44K - $4.57K
|
4.51K
$610K
|
|
|
Jul 18, 2023
Q2 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
32+ 0.9% |
$3.34K - $4.43K
|
3.61K
$488K
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
32+ 1.26% |
$3.34K - $4.43K
|
2.57K
$348K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
32+ 5.54% |
$3.34K - $4.43K
|
610
$82.6K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
32+ 5.54% |
$3.34K - $4.43K
|
610
$82.6K
|
|
|
Jul 17, 2023
Q2 2023
|
Clarus Group, Inc.
|
BUY
|
- |
30+ 1.56% |
$3.13K - $4.16K
|
1.96K
$265K
|
|
|
Aug 11, 2023
Q2 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
30+ 0.15% |
$3.13K - $4.16K
|
20.4K
$2.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
29+ 0.62% |
$3.02K - $4.02K
|
4.71K
$637K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
24+ 3.11% |
$2.5K - $3.32K
|
795
$108K
|
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
BUY
|
- |
22+ 0.06% |
$2.29K - $3.05K
|
39.3K
$5.32M
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
22+ 0.84% |
$2.29K - $3.05K
|
2.63K
$356K
|
|
|
Aug 08, 2023
Q2 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
21+ 0.32% |
$2.19K - $2.91K
|
6.54K
$886K
|
|
|
Jul 11, 2023
Q2 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
20+ 0.28% |
$2.09K - $2.77K
|
7.12K
$964K
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
20+ 0.4% |
$2.09K - $2.77K
|
4.98K
$675K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
20+ 90.91% |
$2.09K - $2.77K
|
42
$5.69K
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
20+ 0.24% |
$2.09K - $2.77K
|
8.31K
$1.12M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
20+ 1.07% |
$2.09K - $2.77K
|
1.88K
$255K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
20New |
$2.09K - $2.77K
|
20
$2.71K
|