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 07, 2023
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
667+ 12.35% |
$69.6K - $92.4K
|
6.07K
$856K
|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
667+ 12.35% |
$69.6K - $92.4K
|
6.07K
$856K
|
|
Aug 03, 2023
Q2 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
639+ 7.72% |
$66.7K - $88.5K
|
8.92K
$1.26M
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
637+ 3.9% |
$66.4K - $88.2K
|
17K
$2.39M
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
625+ 512.3% |
$65.2K - $86.6K
|
747
$105K
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
600+ 240.0% |
$62.6K - $83.1K
|
850
$120K
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
598+ 4.26% |
$62.4K - $82.8K
|
14.6K
$2.07M
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
568+ 19.0% |
$59.2K - $78.7K
|
3.56K
$502K
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
BUY
|
- |
562+ 12.46% |
$58.6K - $77.9K
|
5.07K
$715K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
554New |
$57.8K - $76.7K
|
554
$78.1K
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
552+ 0.96% |
$57.6K - $76.5K
|
58.1K
$8.19M
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
515+ 0.89% |
$53.7K - $71.3K
|
58.1K
$8.2M
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
510+ 76.81% |
$53.2K - $70.7K
|
1.17K
$166K
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
507+ 22.3% |
$52.9K - $70.2K
|
2.78K
$392K
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
500New |
$52.2K - $69.3K
|
500
$70.5K
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
494+ 14.92% |
$51.5K - $68.4K
|
3.8K
$537K
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
492+ 16.69% |
$51.3K - $68.2K
|
3.44K
$485K
|
|
Jul 14, 2023
Q2 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
490+ 18.96% |
$51.1K - $67.9K
|
3.07K
$434K
|
|
Jul 11, 2023
Q2 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
485+ 30.03% |
$50.6K - $67.2K
|
2.1K
$296K
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
480+ 4.45% |
$50.1K - $66.5K
|
11.3K
$1.59M
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
474+ 7.77% |
$49.4K - $65.7K
|
6.58K
$927K
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
471+ 26.6% |
$49.1K - $65.2K
|
2.24K
$316K
|
|
Jul 11, 2023
Q2 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
466+ 20.9% |
$48.6K - $64.6K
|
2.7K
$380K
|
|
Aug 11, 2023
Q2 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
463+ 12.02% |
$48.3K - $64.1K
|
4.32K
$609K
|
|
Aug 14, 2023
Q2 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
463+ 12.02% |
$48.3K - $64.1K
|
4.32K
$609K
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
458+ 34.86% |
$47.8K - $63.4K
|
1.77K
$250K
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
450+ 3.16% |
$46.9K - $62.3K
|
14.7K
$2.07M
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
443+ 1.21% |
$46.2K - $61.4K
|
37K
$5.21M
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
442+ 1.77% |
$46.1K - $61.2K
|
25.4K
$3.59M
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
436+ 3.63% |
$45.5K - $60.4K
|
12.5K
$1.76M
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
432+ 4.79% |
$45.1K - $59.8K
|
9.45K
$1.33M
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
427+ 2.21% |
$44.5K - $59.2K
|
19.7K
$2.78M
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
420+ 16.5% |
$43.8K - $58.2K
|
2.97K
$418K
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
416+ 4.96% |
$43.4K - $57.6K
|
8.8K
$1.24M
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
410+ 50.55% |
$42.8K - $56.8K
|
1.22K
$172K
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
406+ 11.86% |
$42.3K - $56.2K
|
3.83K
$540K
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
BUY
|
- |
395+ 0.24% |
$41.2K - $54.7K
|
165K
$23.2M
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
395+ 19.07% |
$41.2K - $54.7K
|
2.47K
$348K
|
|
Aug 07, 2023
Q2 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
393+ 3.35% |
$41K - $54.4K
|
12.1K
$1.71M
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
BUY
|
- |
390+ 17.65% |
$40.7K - $54K
|
2.6K
$367K
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
386+ 1.57% |
$40.3K - $53.5K
|
25K
$3.53M
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
376+ 52.15% |
$39.2K - $52.1K
|
1.1K
$155K
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
367+ 17.37% |
$38.3K - $50.8K
|
2.48K
$350K
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
363+ 14.36% |
$37.9K - $50.3K
|
2.89K
$408K
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
363+ 14.36% |
$37.9K - $50.3K
|
2.89K
$408K
|
|
Aug 07, 2023
Q2 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
361+ 9.09% |
$37.7K - $50K
|
4.33K
$611K
|
|
Aug 14, 2023
Q2 2023
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
361+ 15.9% |
$37.7K - $50K
|
2.63K
$371K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
350New |
$36.5K - $48.5K
|
350
$49.4K
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
347+ 2.05% |
$36.2K - $48.1K
|
17.3K
$2.43M
|
|
Jul 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
340+ 3.54% |
$35.5K - $47.1K
|
9.93K
$1.4M
|