Latest Institutional Transactions on Valero Energy Corp (VLO)
This table provides information on the latest institutional transactions involving Valero Energy Corp (VLO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
3.95KNew |
$520K - $693K
|
3.95K
$717K
|
|
|
Oct 30, 2025
Q3 2025
|
Jennison Associates LLC
|
BUY
|
- |
24.4K+ 38.77% |
$3.22M - $4.29M
|
87.3K
$15.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.3K+ 25.53% |
$172K - $229K
|
6.41K
$1.16M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
7New |
$922 - $1.23K
|
7
$1.27K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
57+ 3.63% |
$7.51K - $10K
|
1.63K
$296K
|
|
|
Oct 30, 2025
Q3 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
217+ 13.33% |
$28.6K - $38.1K
|
1.85K
$335K
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-24- 1.59% |
$3.16K - $4.22K
|
1.49K
$271K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.39KNew |
$183K - $244K
|
1.39K
$253K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.19KNew |
$157K - $209K
|
1.19K
$217K
|
|
|
Oct 29, 2025
Q3 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
15New |
$1.98K - $2.63K
|
15
$2.73K
|
|
|
Oct 29, 2025
Q3 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
622+ 13.21% |
$82K - $109K
|
5.33K
$969K
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
226K+ 13.28% |
$29.8M - $39.7M
|
1.93M
$351M
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.39K- 2.3% |
$183K - $244K
|
59.1K
$10.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
19+ 0.34% |
$2.5K - $3.34K
|
5.6K
$1.02M
|
|
|
Oct 29, 2025
Q3 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-822- 1.71% |
$108K - $144K
|
47.3K
$8.61M
|
|
|
Oct 29, 2025
Q3 2025
|
Whelan Financial
|
BUY
|
- |
1.38KNew |
$182K - $242K
|
1.38K
$250K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-65- 0.53% |
$8.57K - $11.4K
|
12.1K
$2.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
SELL
|
- |
-15- 0.64% |
$1.98K - $2.63K
|
2.33K
$424K
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.46K+ 1.36% |
$192K - $256K
|
109K
$19.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.24K- 1.18% |
$163K - $217K
|
103K
$18.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-100- 7.14% |
$13.2K - $17.6K
|
1.3K
$236K
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
10.9KNew |
$1.44M - $1.92M
|
10.9K
$1.99M
|
|
|
Oct 29, 2025
Q3 2025
|
Signature Wealth Management Group
|
BUY
|
- |
7.02K+ 30.25% |
$924K - $1.23M
|
30.2K
$5.49M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.53K- 21.5% |
$334K - $445K
|
9.25K
$1.68M
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.4KNew |
$185K - $247K
|
1.4K
$255K
|
|
|
Oct 29, 2025
Q3 2025
|
American Alpha Advisors, LLC
New York, NY |
SELL
|
- |
-199- 7.78% |
$26.2K - $35K
|
2.36K
$429K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
24+ 15.79% |
$3.16K - $4.22K
|
176
$32K
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
12+ 0.39% |
$1.58K - $2.11K
|
3.12K
$568K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
465+ 5.37% |
$61.3K - $81.7K
|
9.12K
$1.66M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.2KNew |
$159K - $211K
|
1.2K
$219K
|
|
|
Oct 29, 2025
Q3 2025
|
Bcm Advisors, LLC
|
BUY
|
- |
10+ 0.1% |
$1.32K - $1.76K
|
10K
$1.82M
|
|
|
Oct 29, 2025
Q3 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
SELL
|
- |
-4- 0.01% |
$527 - $703
|
75.6K
$13.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.09KNew |
$143K - $191K
|
1.09K
$198K
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
16+ 0.69% |
$2.11K - $2.81K
|
2.35K
$427K
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.05K- 6.36% |
$139K - $185K
|
15.5K
$2.82M
|
|
|
Oct 29, 2025
Q3 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
1.24KNew |
$163K - $218K
|
1.24K
$225K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.08K+ 68.29% |
$142K - $190K
|
2.66K
$484K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
9New |
$1.19K - $1.58K
|
9
$1.64K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
855+ 2.65% |
$113K - $150K
|
33.1K
$6.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-280- 6.55% |
$36.9K - $49.2K
|
3.99K
$726K
|
|
|
Oct 29, 2025
Q3 2025
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-549- 9.99% |
$72.3K - $96.4K
|
4.95K
$900K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
55+ 275.0% |
$7.25K - $9.66K
|
75
$13.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
1.23KNew |
$161K - $215K
|
1.23K
$223K
|
|
|
Oct 28, 2025
Q3 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-234- 5.3% |
$30.8K - $41.1K
|
4.18K
$759K
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-38- 0.66% |
$5.01K - $6.67K
|
5.71K
$1.04M
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
SELL
|
- |
-40.4K- 19.68% |
$5.32M - $7.09M
|
165K
$29.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
714+ 6.51% |
$94.1K - $125K
|
11.7K
$2.12M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
565+ 10.27% |
$74.5K - $99.2K
|
6.07K
$1.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
212+ 0.36% |
$27.9K - $37.2K
|
58.5K
$10.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-544- 7.73% |
$71.7K - $95.5K
|
6.49K
$1.18M
|
|