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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
25New |
$3.04K - $3.57K
|
25
$4.54K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-125- 2.44% |
$15.2K - $17.9K
|
5K
$909K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
99+ 4.19% |
$12.1K - $14.2K
|
2.46K
$447K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-379- 15.98% |
$46.1K - $54.2K
|
1.99K
$362K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
100+ 6.11% |
$12.2K - $14.3K
|
1.74K
$316K
|
|
|
May 07, 2025
Q1 2025
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-16.1K- 37.78% |
$1.96M - $2.31M
|
26.6K
$4.83M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-66- 1.04% |
$8.04K - $9.44K
|
6.27K
$1.14M
|
|
|
May 07, 2025
Q1 2025
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-360- 5.4% |
$43.8K - $51.5K
|
6.3K
$1.15M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
28KNew |
$3.41M - $4.01M
|
28K
$5.1M
|
|
|
May 06, 2025
Q1 2025
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
15.9KNew |
$1.93M - $2.27M
|
15.9K
$2.89M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-25- 1.02% |
$3.04K - $3.57K
|
2.42K
$440K
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-9.83K- 79.15% |
$1.2M - $1.41M
|
2.59K
$471K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
102+ 5.47% |
$12.4K - $14.6K
|
1.97K
$357K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1.5KNew |
$183K - $214K
|
1.5K
$273K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-12- 0.81% |
$1.46K - $1.72K
|
1.48K
$268K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.41KNew |
$780K - $916K
|
6.41K
$1.16M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-3.71K- 90.47% |
$452K - $531K
|
391
$71.1K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-460- 97.25% |
$56K - $65.8K
|
13
$2.36K
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
100New |
$12.2K - $14.3K
|
100
$18.2K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
7+ 0.41% |
$852 - $1K
|
1.72K
$312K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
333New |
$40.5K - $47.6K
|
333
$60.5K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
80+ 94.12% |
$9.74K - $11.4K
|
165
$30K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
6.48KNew |
$789K - $926K
|
6.48K
$1.18M
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.6K- 38.8% |
$195K - $229K
|
2.52K
$459K
|
|
|
Apr 30, 2025
Q1 2025
|
Hourglass Capital, LLC
|
BUY
|
- |
1.52K+ 4.61% |
$184K - $217K
|
34.3K
$6.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-800- 25.6% |
$97.4K - $114K
|
2.33K
$423K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
500New |
$60.9K - $71.5K
|
500
$90.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
204New |
$24.8K - $29.2K
|
204
$37.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-999- 24.98% |
$122K - $143K
|
3K
$545K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-33- 4.18% |
$4.02K - $4.72K
|
757
$138K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
494+ 12.68% |
$60.1K - $70.6K
|
4.39K
$798K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 5.0% |
$122 - $143
|
21
$3.82K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
551+ 3.73% |
$67.1K - $78.8K
|
15.3K
$2.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
775+ 1.13% |
$94.4K - $111K
|
69.6K
$12.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3+ 0.4% |
$365 - $429
|
748
$136K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-60- 16.17% |
$7.31K - $8.58K
|
311
$56.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
100New |
$12.2K - $14.3K
|
100
$18.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
500New |
$60.9K - $71.5K
|
500
$90.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-19- 51.35% |
$2.31K - $2.72K
|
18
$3.27K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
1.74KNew |
$212K - $249K
|
1.74K
$317K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-14- 0.2% |
$1.7K - $2K
|
7.08K
$1.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-19- 2.57% |
$2.31K - $2.72K
|
721
$131K
|
|
|
Apr 23, 2025
Q1 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
2.69KNew |
$328K - $385K
|
2.69K
$489K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
4.29KNew |
$522K - $613K
|
4.29K
$779K
|
|
|
Apr 23, 2025
Q1 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
10+ 0.12% |
$1.22K - $1.43K
|
8.51K
$1.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
4.54KNew |
$553K - $649K
|
4.54K
$825K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-400- 39.41% |
$48.7K - $57.2K
|
615
$112K
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
1.04K+ 23.38% |
$127K - $149K
|
5.51K
$1M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.55KNew |
$189K - $221K
|
1.55K
$282K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.74K+ 174.3% |
$212K - $249K
|
2.74K
$499K
|
|