Purchases and Sales Made in Q2 2025 in Valero Energy Corp (VLO)
This table provides information about the institutional ownership of Valero Energy Corp (VLO) during Q2 2025. 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 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
17+ 0.31% |
$1.78K - $2.41K
|
5.56K
$876K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
15+ 11.9% |
$1.57K - $2.13K
|
141
$22.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
13New |
$1.36K - $1.84K
|
13
$2.05K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
13+ 0.8% |
$1.36K - $1.84K
|
1.65K
$259K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
13+ 0.42% |
$1.36K - $1.84K
|
3.11K
$490K
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
13+ 0.43% |
$1.36K - $1.84K
|
3.01K
$475K
|
|
|
Aug 13, 2025
Q2 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
13+ 0.77% |
$1.36K - $1.84K
|
1.7K
$268K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
12+ 171.43% |
$1.26K - $1.7K
|
19
$2.99K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
12+ 0.3% |
$1.26K - $1.7K
|
4K
$630K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
11+ 14.67% |
$1.15K - $1.56K
|
86
$13.6K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
11+ 4.1% |
$1.15K - $1.56K
|
279
$44K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
11+ 0.46% |
$1.15K - $1.56K
|
2.38K
$376K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
11+ 275.0% |
$1.15K - $1.56K
|
15
$2.36K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
10+ 1.85% |
$1.05K - $1.42K
|
550
$86.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
10+ 1.66% |
$1.05K - $1.42K
|
613
$96.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
10+ 22.22% |
$1.05K - $1.42K
|
55
$8.67K
|
|
|
Jul 31, 2025
Q2 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
9+ 0.21% |
$942 - $1.28K
|
4.37K
$689K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9+ 1.22% |
$942 - $1.28K
|
746
$118K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
8+ 0.22% |
$838 - $1.13K
|
3.58K
$564K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
8+ 0.72% |
$838 - $1.13K
|
1.12K
$176K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
8+ 0.26% |
$838 - $1.13K
|
3.05K
$480K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
8New |
$838 - $1.13K
|
8
$1.26K
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
8+ 0.36% |
$838 - $1.13K
|
2.26K
$356K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
8+ 88.89% |
$838 - $1.13K
|
17
$2.68K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
7+ 116.67% |
$733 - $992
|
13
$2.05K
|
|
|
Aug 11, 2025
Q2 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
7+ 0.3% |
$733 - $992
|
2.36K
$372K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
6+ 18.18% |
$628 - $851
|
39
$6.15K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
6New |
$628 - $851
|
6
$945
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6+ 0.6% |
$628 - $851
|
1K
$158K
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
6+ 0.18% |
$628 - $851
|
3.43K
$541K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
6New |
$628 - $851
|
6
$945
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
5+ 0.83% |
$523 - $709
|
610
$96.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
5+ 0.03% |
$523 - $709
|
19.9K
$3.14M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5+ 0.13% |
$523 - $709
|
3.94K
$621K
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
5New |
$523 - $709
|
5
$788
|
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
5+ 0.23% |
$523 - $709
|
2.22K
$350K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5+ 71.43% |
$523 - $709
|
12
$1.89K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
4+ 0.39% |
$419 - $567
|
1.02K
$161K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
4+ 0.18% |
$419 - $567
|
2.25K
$355K
|
|
|
Jul 18, 2025
Q2 2025
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.63% |
$419 - $567
|
634
$99.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
4+ 0.1% |
$419 - $567
|
4K
$629K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
4+ 0.45% |
$419 - $567
|
890
$140K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
3+ 15.79% |
$314 - $425
|
22
$3.47K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
3+ 0.67% |
$314 - $425
|
451
$71.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
3+ 0.26% |
$314 - $425
|
1.15K
$182K
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3+ 0.62% |
$314 - $425
|
489
$77.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
3+ 0.04% |
$314 - $425
|
7.36K
$1.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
2+ 0.13% |
$209 - $284
|
1.54K
$243K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
2New |
$209 - $284
|
2
$315
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
2+ 2.0% |
$209 - $284
|
102
$16.1K
|