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 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-308- 6.48% |
$32.2K - $43.7K
|
4.45K
$701K
|
|
|
Aug 05, 2025
Q2 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-314- 6.55% |
$32.9K - $44.5K
|
4.48K
$706K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-315- 4.45% |
$33K - $44.7K
|
6.77K
$1.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-315- 4.42% |
$33K - $44.7K
|
6.82K
$1.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-318- 3.01% |
$33.3K - $45.1K
|
10.2K
$1.61M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-324- 6.99% |
$33.9K - $45.9K
|
4.31K
$680K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-327- 83.21% |
$34.2K - $46.4K
|
66
$10.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-329- 92.16% |
$34.4K - $46.6K
|
28
$4.41K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-332- 1.39% |
$34.8K - $47.1K
|
23.5K
$3.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-342- 16.49% |
$35.8K - $48.5K
|
1.73K
$273K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-342- 5.18% |
$35.8K - $48.5K
|
6.27K
$987K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-347- 4.7% |
$36.3K - $49.2K
|
7.03K
$1.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-357- 2.66% |
$37.4K - $50.6K
|
13.1K
$2.06M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-359- 3.17% |
$37.6K - $50.9K
|
11K
$1.73M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-361- 1.66% |
$37.8K - $51.2K
|
21.4K
$3.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-367- 5.71% |
$38.4K - $52K
|
6.07K
$956K
|
|
|
Aug 14, 2025
Q2 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-370- 14.96% |
$38.7K - $52.5K
|
2.1K
$332K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-377- 50.0% |
$39.5K - $53.4K
|
377
$59.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-381- 14.8% |
$39.9K - $54K
|
2.19K
$346K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-382- 23.71% |
$40K - $54.2K
|
1.23K
$194K
|
|
|
Jul 30, 2025
Q2 2025
|
Alamar Capital Management, LLC
|
SELL
|
- |
-410- 4.19% |
$42.9K - $58.1K
|
9.39K
$1.48M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-414- 13.41% |
$43.3K - $58.7K
|
2.67K
$421K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-420- 2.61% |
$44K - $59.5K
|
15.6K
$2.47M
|
|
|
Sep 04, 2025
Q2 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-420- 19.42% |
$44K - $59.5K
|
1.74K
$275K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-424- 6.24% |
$44.4K - $60.1K
|
6.38K
$1M
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-433- 16.56% |
$45.3K - $61.4K
|
2.18K
$344K
|
|
|
Aug 15, 2025
Q2 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-434- 1.66% |
$45.4K - $61.5K
|
25.6K
$4.04M
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-439- 2.62% |
$46K - $62.2K
|
16.3K
$2.58M
|
|
|
Jul 31, 2025
Q2 2025
|
Peterson Wealth Services
|
SELL
|
- |
-443- 28.07% |
$46.4K - $62.8K
|
1.14K
$179K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-459- 5.69% |
$48.1K - $65.1K
|
7.61K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-459- 19.38% |
$48.1K - $65.1K
|
1.91K
$301K
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-461- 13.9% |
$48.3K - $65.4K
|
2.86K
$450K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-464- 9.25% |
$48.6K - $65.8K
|
4.55K
$717K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-475- 3.83% |
$49.7K - $67.3K
|
11.9K
$1.88M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-478- 4.15% |
$50K - $67.8K
|
11K
$1.74M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-479- 22.0% |
$50.1K - $67.9K
|
1.7K
$268K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-483- 2.5% |
$50.6K - $68.5K
|
18.9K
$2.97M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-485- 3.46% |
$50.8K - $68.8K
|
13.5K
$2.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-494- 2.92% |
$51.7K - $70K
|
16.4K
$2.59M
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-497- 18.37% |
$52K - $70.5K
|
2.21K
$348K
|
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-500- 22.73% |
$52.3K - $70.9K
|
1.7K
$268K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-500- 2.94% |
$52.3K - $70.9K
|
16.5K
$2.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-500- 1.81% |
$52.3K - $70.9K
|
27.1K
$4.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-500- 2.26% |
$52.3K - $70.9K
|
21.7K
$3.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-500- 0.96% |
$52.3K - $70.9K
|
51.8K
$8.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-506- 13.25% |
$53K - $71.7K
|
3.31K
$522K
|
|
|
Aug 14, 2025
Q2 2025
|
Potentia Wealth
San Jose, CA |
SELL
|
- |
-512- 22.98% |
$53.6K - $72.6K
|
1.72K
$270K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-516- 61.36% |
$54K - $73.2K
|
325
$51.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-523- 20.66% |
$54.8K - $74.1K
|
2.01K
$316K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-525- 11.81% |
$55K - $74.4K
|
3.92K
$618K
|