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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
SELL
|
- |
-144- 6.36% |
$15.1K - $20.4K
|
2.12K
$334K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-145- 3.57% |
$15.2K - $20.6K
|
3.92K
$617K
|
|
|
Jul 11, 2025
Q2 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-146- 8.12% |
$15.3K - $20.7K
|
1.65K
$260K
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-150- 42.86% |
$15.7K - $21.3K
|
200
$31.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-152- 0.82% |
$15.9K - $21.5K
|
18.3K
$2.89M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-155- 3.04% |
$16.2K - $22K
|
4.95K
$779K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-160- 5.24% |
$16.8K - $22.7K
|
2.89K
$456K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-162- 1.6% |
$17K - $23K
|
9.96K
$1.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-168- 8.33% |
$17.6K - $23.8K
|
1.85K
$291K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-170- 9.52% |
$17.8K - $24.1K
|
1.62K
$255K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-180- 7.89% |
$18.8K - $25.5K
|
2.1K
$331K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-181- 7.29% |
$18.9K - $25.7K
|
2.3K
$363K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-181- 6.03% |
$18.9K - $25.7K
|
2.82K
$445K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-182- 1.35% |
$19.1K - $25.8K
|
13.3K
$2.09M
|
|
|
Jul 29, 2025
Q2 2025
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-183- 0.43% |
$19.2K - $25.9K
|
42.6K
$6.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Energy Income Partners, LLC
Westport, CT |
SELL
|
- |
-189- 1.75% |
$19.8K - $26.8K
|
10.6K
$1.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-195- 1.38% |
$20.4K - $27.6K
|
13.9K
$2.19M
|
|
|
Aug 15, 2025
Q2 2025
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-198- 0.35% |
$20.7K - $28.1K
|
56.9K
$8.96M
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 0.21% |
$20.9K - $28.4K
|
97.2K
$15.3M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-207- 6.2% |
$21.7K - $29.3K
|
3.13K
$494K
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Group Foundation
|
SELL
|
- |
-208- 6.82% |
$21.8K - $29.5K
|
2.84K
$448K
|
|
|
Aug 04, 2025
Q2 2025
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-208- 3.84% |
$21.8K - $29.5K
|
5.2K
$820K
|
|
|
Aug 14, 2025
Q2 2025
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-212- 2.97% |
$22.2K - $30.1K
|
6.92K
$1.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-217- 2.78% |
$22.7K - $30.8K
|
7.58K
$1.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-220- 6.22% |
$23K - $31.2K
|
3.32K
$523K
|
|
|
Jul 30, 2025
Q2 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-226- 9.25% |
$23.7K - $32K
|
2.22K
$349K
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-231- 1.4% |
$24.2K - $32.7K
|
16.3K
$2.57M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-233- 1.21% |
$24.4K - $33K
|
19K
$3M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-234- 1.01% |
$24.5K - $33.2K
|
22.9K
$3.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-237- 6.17% |
$24.8K - $33.6K
|
3.6K
$568K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-246- 5.58% |
$25.8K - $34.9K
|
4.16K
$656K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-254- 5.22% |
$26.6K - $36K
|
4.62K
$727K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-255- 2.3% |
$26.7K - $36.2K
|
10.8K
$1.71M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-266- 98.15% |
$27.8K - $37.7K
|
5
$788
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-266- 17.51% |
$27.8K - $37.7K
|
1.25K
$197K
|
|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-267- 11.28% |
$28K - $37.9K
|
2.1K
$331K
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
SELL
|
- |
-269- 3.77% |
$28.2K - $38.1K
|
6.88K
$1.08M
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-282- 40.81% |
$29.5K - $40K
|
409
$64.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-283- 15.56% |
$29.6K - $40.1K
|
1.54K
$242K
|
|
|
Aug 05, 2025
Q2 2025
|
X Square Capital, LLC
|
SELL
|
- |
-284- 1.8% |
$29.7K - $40.3K
|
15.5K
$2.43M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-291- 7.93% |
$30.5K - $41.3K
|
3.38K
$532K
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-295- 7.16% |
$30.9K - $41.8K
|
3.83K
$603K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-297- 14.28% |
$31.1K - $42.1K
|
1.78K
$281K
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-298- 16.2% |
$31.2K - $42.2K
|
1.54K
$243K
|
|
|
Jul 18, 2025
Q2 2025
|
Montgomery Investment Management Inc
|
SELL
|
- |
-300- 1.0% |
$31.4K - $42.5K
|
29.6K
$4.66M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-300- 5.01% |
$31.4K - $42.5K
|
5.69K
$896K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-301- 6.03% |
$31.5K - $42.7K
|
4.69K
$739K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-302- 8.69% |
$31.6K - $42.8K
|
3.17K
$500K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-305- 8.55% |
$31.9K - $43.2K
|
3.26K
$514K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-307- 2.15% |
$32.1K - $43.5K
|
14K
$2.2M
|