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
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
588+ 10.41% |
$61.6K - $83.4K
|
6.23K
$982K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
570+ 21.84% |
$59.7K - $80.8K
|
3.18K
$501K
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
547+ 2.75% |
$57.3K - $77.5K
|
20.4K
$3.22M
|
|
|
Aug 04, 2025
Q2 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
540+ 10.89% |
$56.5K - $76.6K
|
5.5K
$866K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
532+ 6.82% |
$55.7K - $75.4K
|
8.33K
$1.31M
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
BUY
|
- |
520+ 11.07% |
$54.4K - $73.7K
|
5.22K
$822K
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
520+ 25.24% |
$54.4K - $73.7K
|
2.58K
$407K
|
|
|
Aug 13, 2025
Q2 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
505+ 3.51% |
$52.9K - $71.6K
|
14.9K
$2.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
491+ 12.4% |
$51.4K - $69.6K
|
4.45K
$701K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
490+ 27.79% |
$51.3K - $69.5K
|
2.25K
$355K
|
|
|
Jul 30, 2025
Q2 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
489+ 10.7% |
$51.2K - $69.3K
|
5.06K
$797K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
486+ 1.95% |
$50.9K - $68.9K
|
25.5K
$4.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Man Group PLC
London, X0 |
BUY
|
- |
448+ 1.6% |
$46.9K - $63.5K
|
28.5K
$4.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
445+ 16.28% |
$46.6K - $63.1K
|
3.18K
$501K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
436+ 118.8% |
$45.6K - $61.8K
|
803
$127K
|
|
|
Aug 07, 2025
Q2 2025
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
420New |
$44K - $59.5K
|
420
$66.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
415+ 2.81% |
$43.4K - $58.8K
|
15.2K
$2.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
400+ 93.02% |
$41.9K - $56.7K
|
830
$131K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
397+ 16.12% |
$41.6K - $56.3K
|
2.86K
$451K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
392+ 6.06% |
$41K - $55.6K
|
6.86K
$1.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
389+ 4.35% |
$40.7K - $55.1K
|
9.34K
$1.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
389New |
$40.7K - $55.1K
|
389
$61.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
378+ 3.1% |
$39.6K - $53.6K
|
12.6K
$1.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
375+ 6.87% |
$39.3K - $53.2K
|
5.83K
$919K
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
BUY
|
- |
371+ 1.74% |
$38.8K - $52.6K
|
21.6K
$3.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
371+ 9.76% |
$38.8K - $52.6K
|
4.17K
$657K
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
369+ 1.51% |
$38.6K - $52.3K
|
24.8K
$3.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
BUY
|
- |
364+ 1.04% |
$38.1K - $51.6K
|
35.2K
$5.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
359+ 7180.0% |
$37.6K - $50.9K
|
364
$57.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
353+ 18.2% |
$37K - $50K
|
2.29K
$361K
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
353+ 11.12% |
$37K - $50K
|
3.53K
$556K
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
351+ 6.63% |
$36.7K - $49.8K
|
5.65K
$890K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
343+ 14.8% |
$35.9K - $48.6K
|
2.66K
$419K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
340+ 0.59% |
$35.6K - $48.2K
|
58.3K
$9.19M
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
325+ 16.19% |
$34K - $46.1K
|
2.33K
$368K
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
325+ 9.65% |
$34K - $46.1K
|
3.69K
$582K
|
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
BUY
|
- |
325+ 0.9% |
$34K - $46.1K
|
36.2K
$5.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Claret Asset Management Corp
|
BUY
|
- |
325+ 17.66% |
$34K - $46.1K
|
2.17K
$341K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
322New |
$33.7K - $45.6K
|
322
$50.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
321+ 3.16% |
$33.6K - $45.5K
|
10.5K
$1.65M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
320+ 9.05% |
$33.5K - $45.4K
|
3.85K
$607K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
317+ 15.31% |
$33.2K - $44.9K
|
2.39K
$376K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
313+ 0.59% |
$32.8K - $44.4K
|
53.8K
$8.47M
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
304+ 0.98% |
$31.8K - $43.1K
|
31.3K
$4.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
303+ 9.55% |
$31.7K - $43K
|
3.48K
$548K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
301+ 3.4% |
$31.5K - $42.7K
|
9.16K
$1.44M
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
296+ 5.62% |
$31K - $42K
|
5.56K
$876K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
296+ 7.59% |
$31K - $42K
|
4.2K
$661K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
291+ 7.31% |
$30.5K - $41.3K
|
4.27K
$673K
|
|
|
Aug 14, 2025
Q2 2025
|
Recurrent Investment Advisors LLC
Houston, TX |
BUY
|
- |
287+ 0.16% |
$30K - $40.7K
|
180K
$28.3M
|