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 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
20+ 0.24% |
$2.09K - $2.77K
|
8.31K
$1.09M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
20+ 1.07% |
$2.09K - $2.77K
|
1.88K
$248K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
20New |
$2.09K - $2.77K
|
20
$2.63K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
16+ 123.08% |
$1.67K - $2.22K
|
29
$3.81K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
15+ 0.63% |
$1.56K - $2.08K
|
2.41K
$316K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
15+ 14.71% |
$1.56K - $2.08K
|
117
$15.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
15+ 0.88% |
$1.56K - $2.08K
|
1.73K
$227K
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
15+ 0.7% |
$1.56K - $2.08K
|
2.17K
$286K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
14+ 1.94% |
$1.46K - $1.94K
|
734
$96.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
14+ 0.46% |
$1.46K - $1.94K
|
3.03K
$398K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
14+ 5.15% |
$1.46K - $1.94K
|
286
$37.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Claret Asset Management Corp
|
BUY
|
- |
14+ 0.71% |
$1.46K - $1.94K
|
1.98K
$260K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
14+ 0.68% |
$1.46K - $1.94K
|
2.08K
$273K
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
12+ 0.37% |
$1.25K - $1.66K
|
3.29K
$432K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12+ 0.18% |
$1.25K - $1.66K
|
6.85K
$901K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
12New |
$1.25K - $1.66K
|
12
$1.58K
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
BUY
|
- |
11+ 0.51% |
$1.15K - $1.52K
|
2.19K
$288K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
11+ 0.17% |
$1.15K - $1.52K
|
6.44K
$847K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10+ 66.67% |
$1.04K - $1.39K
|
25
$3.29K
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
9+ 0.53% |
$939 - $1.25K
|
1.71K
$225K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
9+ 17.31% |
$939 - $1.25K
|
61
$8.02K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
8+ 0.2% |
$834 - $1.11K
|
4.03K
$530K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
8+ 0.26% |
$834 - $1.11K
|
3.09K
$406K
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
7+ 0.11% |
$730 - $970
|
6.66K
$876K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
7+ 0.98% |
$730 - $970
|
722
$95K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7+ 0.34% |
$730 - $970
|
2.04K
$269K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
6+ 0.91% |
$626 - $831
|
665
$87.5K
|
|
|
Aug 07, 2023
Q2 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
6+ 0.02% |
$626 - $831
|
29K
$3.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
6+ 1.01% |
$626 - $831
|
599
$78.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
5+ 5.49% |
$522 - $693
|
96
$12.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5+ 3.07% |
$522 - $693
|
168
$22.1K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
4+ 10.0% |
$417 - $554
|
44
$5.79K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
4+ 0.93% |
$417 - $554
|
432
$56.8K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
4+ 2.0% |
$417 - $554
|
204
$26.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 0.11% |
$417 - $554
|
3.59K
$472K
|
|
|
Jul 24, 2023
Q2 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
4+ 0.05% |
$417 - $554
|
7.45K
$979K
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
4+ 0.12% |
$417 - $554
|
3.27K
$430K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
4+ 0.09% |
$417 - $554
|
4.46K
$586K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3+ 0.31% |
$313 - $416
|
964
$127K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
3+ 0.18% |
$313 - $416
|
1.68K
$221K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 0.91% |
$313 - $416
|
332
$43.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
3+ 0.03% |
$313 - $416
|
8.89K
$1.17M
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3+ 0.97% |
$313 - $416
|
313
$41.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 0.16% |
$209 - $277
|
1.26K
$166K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$209 - $277
|
2.38K
$313K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
2+ 1.05% |
$209 - $277
|
193
$25.4K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2New |
$209 - $277
|
2
$263
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.16% |
$104 - $139
|
635
$83.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.24% |
$104 - $139
|
417
$54.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1+ 0.49% |
$104 - $139
|
204
$26.8K
|