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 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.89KNew |
$198K - $269K
|
1.89K
$298K
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
1.89KNew |
$198K - $269K
|
1.89K
$298K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.89K+ 18.19% |
$197K - $267K
|
12.2K
$1.93M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
1.86KNew |
$195K - $264K
|
1.86K
$294K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1.84K+ 58.29% |
$193K - $261K
|
4.99K
$787K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
1.8K+ 192.51% |
$188K - $255K
|
2.74K
$431K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.79KNew |
$188K - $254K
|
1.79K
$283K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.75KNew |
$184K - $249K
|
1.75K
$276K
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.74KNew |
$183K - $247K
|
1.74K
$275K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.73K+ 17.1% |
$182K - $246K
|
11.9K
$1.87M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.73K+ 1.19% |
$181K - $245K
|
147K
$23.2M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
1.71KNew |
$179K - $243K
|
1.71K
$270K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.7K+ 66.67% |
$178K - $240K
|
4.24K
$668K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.69K+ 2.44% |
$177K - $240K
|
71.1K
$11.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1.67KNew |
$175K - $237K
|
1.67K
$263K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.65KNew |
$172K - $233K
|
1.65K
$259K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.64K+ 11.86% |
$172K - $233K
|
15.5K
$2.44M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.63KNew |
$171K - $232K
|
1.63K
$257K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.63K+ 11.61% |
$171K - $232K
|
15.7K
$2.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.62K+ 28.45% |
$169K - $230K
|
7.31K
$1.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
1.6K+ 12.82% |
$168K - $227K
|
14.1K
$2.22M
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.6KNew |
$168K - $227K
|
1.6K
$252K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.6KNew |
$168K - $227K
|
1.6K
$252K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.6KNew |
$167K - $227K
|
1.6K
$252K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.6KNew |
$167K - $226K
|
1.6K
$251K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.59KNew |
$166K - $225K
|
1.59K
$251K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.58KNew |
$166K - $224K
|
1.58K
$249K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.58KNew |
$165K - $224K
|
1.58K
$249K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.57KNew |
$164K - $223K
|
1.57K
$248K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
1.57K+ 4.33% |
$164K - $222K
|
37.8K
$5.95M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.56K+ 96.9% |
$164K - $222K
|
3.18K
$501K
|
|
|
Aug 14, 2025
Q2 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
1.51KNew |
$158K - $214K
|
1.51K
$238K
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.51KNew |
$158K - $214K
|
1.51K
$238K
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
1.5KNew |
$157K - $213K
|
1.5K
$236K
|
|
|
Aug 12, 2025
Q2 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
1.5KNew |
$157K - $213K
|
1.5K
$236K
|
|
|
Aug 13, 2025
Q2 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1.5KNew |
$157K - $213K
|
1.5K
$236K
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.5KNew |
$157K - $212K
|
1.5K
$236K
|
|
|
Aug 13, 2025
Q2 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
1.49KNew |
$156K - $212K
|
1.49K
$235K
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.49KNew |
$156K - $211K
|
1.49K
$235K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.49KNew |
$156K - $211K
|
1.49K
$234K
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
BUY
|
- |
1.47K+ 8.51% |
$154K - $208K
|
18.7K
$2.95M
|
|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
1.47K+ 1.47% |
$153K - $208K
|
101K
$16M
|
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.45KNew |
$152K - $206K
|
1.45K
$229K
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
1.45K+ 8.87% |
$151K - $205K
|
17.8K
$2.8M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.45K+ 6.77% |
$151K - $205K
|
22.8K
$3.59M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.43K+ 7.52% |
$149K - $202K
|
20.4K
$3.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.41K+ 20.47% |
$148K - $200K
|
8.31K
$1.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
1.38K+ 2.46% |
$144K - $196K
|
57.5K
$9.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
BUY
|
- |
1.37K+ 2.83% |
$143K - $194K
|
49.7K
$7.83M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.36K+ 60.25% |
$143K - $193K
|
3.63K
$572K
|