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 24, 2023
Q2 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-400- 0.35% |
$41.7K - $55.4K
|
113K
$14.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-400- 80.0% |
$41.7K - $55.4K
|
100
$12.9K
|
|
|
Apr 22, 2024
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-400- 80.0% |
$41.7K - $55.4K
|
100
$12.9K
|
|
|
Jul 27, 2023
Q2 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-401- 0.57% |
$41.8K - $55.6K
|
69.9K
$9.02M
|
|
|
Jul 27, 2023
Q2 2023
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-401- 40.1% |
$41.8K - $55.6K
|
599
$77.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-413- 18.94% |
$43.1K - $57.2K
|
1.77K
$228K
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-414- 75.41% |
$43.2K - $57.4K
|
135
$17.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-427- 4.8% |
$44.5K - $59.2K
|
8.47K
$1.09M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-428- 40.34% |
$44.6K - $59.3K
|
633
$81.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-438- 6.82% |
$45.7K - $60.7K
|
5.98K
$771K
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
SELL
|
- |
-450- 13.73% |
$46.9K - $62.3K
|
2.83K
$365K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-462- 3.85% |
$48.2K - $64K
|
11.5K
$1.49M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-465- 2.53% |
$48.5K - $64.4K
|
17.9K
$2.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-466- 0.91% |
$48.6K - $64.6K
|
50.7K
$6.54M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-471- 4.61% |
$49.1K - $65.2K
|
9.75K
$1.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-471- 7.49% |
$49.1K - $65.2K
|
5.82K
$750K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-491- 12.3% |
$51.2K - $68K
|
3.5K
$452K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-492- 5.33% |
$51.3K - $68.2K
|
8.74K
$1.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-500- 45.66% |
$52.2K - $69.3K
|
595
$76.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-500- 20.0% |
$52.2K - $69.3K
|
2K
$258K
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-505- 2.18% |
$52.7K - $70K
|
22.7K
$2.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-513- 1.67% |
$53.5K - $71.1K
|
30.3K
$3.9M
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-519- 15.05% |
$54.1K - $71.9K
|
2.93K
$378K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-520- 1.47% |
$54.2K - $72K
|
35K
$4.51M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-524- 12.13% |
$54.7K - $72.6K
|
3.8K
$489K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-535- 1.46% |
$55.8K - $74.1K
|
36.2K
$4.66M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-544- 5.88% |
$56.7K - $75.4K
|
8.71K
$1.12M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-553- 21.42% |
$57.7K - $76.6K
|
2.03K
$262K
|
|
|
Aug 14, 2023
Q2 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-565- 10.88% |
$58.9K - $78.3K
|
4.63K
$597K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-568- 8.01% |
$59.2K - $78.7K
|
6.53K
$842K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-570- 63.4% |
$59.5K - $79K
|
329
$42.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-575- 13.46% |
$60K - $79.7K
|
3.7K
$477K
|
|
|
Aug 07, 2023
Q2 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-579- 2.24% |
$60.4K - $80.2K
|
25.2K
$3.25M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-582- 19.23% |
$60.7K - $80.6K
|
2.45K
$315K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-591- 4.86% |
$61.6K - $81.9K
|
11.6K
$1.49M
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-595- 17.22% |
$62.1K - $82.4K
|
2.86K
$369K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-597- 5.14% |
$62.3K - $82.7K
|
11K
$1.42M
|
|
|
Aug 01, 2023
Q2 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-598- 10.74% |
$62.4K - $82.8K
|
4.97K
$641K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-611- 1.05% |
$63.7K - $84.6K
|
57.6K
$7.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-612- 0.47% |
$63.8K - $84.8K
|
128K
$16.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-616- 16.84% |
$64.3K - $85.3K
|
3.04K
$392K
|
|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-617- 9.25% |
$64.4K - $85.5K
|
6.06K
$781K
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-621- 18.94% |
$64.8K - $86K
|
2.66K
$343K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-628- 5.81% |
$65.5K - $87K
|
10.2K
$1.31M
|
|
|
Aug 08, 2023
Q2 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-630- 4.32% |
$65.7K - $87.3K
|
13.9K
$1.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Churchill Management Corp
|
SELL
|
- |
-637- 0.47% |
$66.4K - $88.2K
|
134K
$17.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
SELL
|
- |
-637- 2.0% |
$66.4K - $88.2K
|
31.2K
$4.02M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-642- 19.31% |
$67K - $88.9K
|
2.68K
$346K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-647- 4.2% |
$67.5K - $89.6K
|
14.8K
$1.91M
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-648- 12.26% |
$67.6K - $89.8K
|
4.64K
$598K
|