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 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-2.86K- 26.68% |
$298K - $396K
|
7.85K
$1.01M
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.88K- 4.23% |
$300K - $399K
|
65.1K
$8.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-2.93K- 10.7% |
$306K - $406K
|
24.5K
$3.16M
|
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.97K- 9.74% |
$310K - $412K
|
27.5K
$3.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.98K- 3.86% |
$311K - $413K
|
74.2K
$9.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-3K- 1.55% |
$313K - $416K
|
191K
$24.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
SELL
|
- |
-3K- 5.5% |
$313K - $416K
|
51.6K
$6.65M
|
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-3.01K- 18.0% |
$314K - $418K
|
13.7K
$1.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-3.03K- 6.69% |
$316K - $420K
|
42.3K
$5.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-3.09K- 19.93% |
$322K - $428K
|
12.4K
$1.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-3.11K- 18.75% |
$324K - $431K
|
13.5K
$1.74M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.13K- 9.64% |
$327K - $434K
|
29.4K
$3.79M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.28K- 22.38% |
$342K - $455K
|
11.4K
$1.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-3.36K- 25.24% |
$350K - $465K
|
9.95K
$1.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.36K- 5.26% |
$351K - $466K
|
60.6K
$7.81M
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-3.38K- 50.16% |
$353K - $468K
|
3.36K
$433K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.39K- 2.75% |
$354K - $470K
|
120K
$15.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.44K- 1.65% |
$359K - $477K
|
206K
$26.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-3.48K- 38.88% |
$363K - $482K
|
5.47K
$706K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3.51K- 75.42% |
$366K - $486K
|
1.14K
$148K
|
|
|
Aug 02, 2023
Q2 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-3.52K- 4.09% |
$367K - $487K
|
82.6K
$10.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-3.64K- 57.18% |
$380K - $505K
|
2.73K
$352K
|
|
|
Jul 19, 2023
Q2 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-3.65K- 8.39% |
$381K - $505K
|
39.8K
$5.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.69K- 8.84% |
$384K - $510K
|
38K
$4.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3.73K- 53.86% |
$389K - $517K
|
3.2K
$412K
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-3.82K- 67.0% |
$399K - $529K
|
1.88K
$243K
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-3.94K- 6.33% |
$411K - $545K
|
58.2K
$7.51M
|
|
|
Jul 18, 2023
Q2 2023
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-3.98K- 12.61% |
$415K - $551K
|
27.6K
$3.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.01K- 7.71% |
$418K - $555K
|
48K
$6.18M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.02K- 68.66% |
$419K - $556K
|
1.83K
$236K
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-4.04K- 1.15% |
$421K - $559K
|
347K
$44.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.11K- 58.59% |
$428K - $569K
|
2.9K
$374K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.11K- 58.59% |
$428K - $569K
|
2.9K
$374K
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
SELL
|
- |
-4.14K- 15.31% |
$431K - $573K
|
22.9K
$2.95M
|
|
|
Jul 19, 2023
Q2 2023
|
Matrix Trust CO
|
SELL
|
- |
-4.14K- 37.36% |
$432K - $574K
|
6.95K
$896K
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-4.22K- 28.83% |
$440K - $584K
|
10.4K
$1.34M
|
|
|
Aug 04, 2023
Q2 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-4.24K- 40.67% |
$442K - $587K
|
6.18K
$797K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.28K- 8.5% |
$446K - $592K
|
46K
$5.94M
|
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-4.37K- 31.76% |
$456K - $606K
|
9.39K
$1.21M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.4K- 31.78% |
$458K - $609K
|
9.43K
$1.22M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-4.45K- 5.6% |
$464K - $616K
|
75K
$9.67M
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-4.51K- 55.19% |
$470K - $624K
|
3.66K
$472K
|
|
|
Aug 04, 2023
Q2 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-4.52K- 7.19% |
$471K - $626K
|
58.3K
$7.52M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.53K- 1.18% |
$473K - $628K
|
379K
$48.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-4.54K- 5.65% |
$474K - $629K
|
75.8K
$9.78M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-4.54K- 17.42% |
$474K - $629K
|
21.5K
$2.78M
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-4.67K- 11.61% |
$487K - $646K
|
35.5K
$4.58M
|
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-4.75K- 6.73% |
$496K - $658K
|
65.9K
$8.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Leeward Investments, LLC Ma
|
SELL
|
- |
-4.81K- 6.64% |
$501K - $666K
|
67.6K
$8.71M
|
|
|
Jul 19, 2023
Q2 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-4.83K- 8.88% |
$504K - $669K
|
49.5K
$6.39M
|