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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
436+ 3.63% |
$45.5K - $60.4K
|
12.5K
$1.55M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
625+ 512.3% |
$65.2K - $86.6K
|
747
$92.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
14KNew |
$1.46M - $1.94M
|
14K
$1.74M
|
|
|
Jul 31, 2023
Q2 2023
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-288K- 98.97% |
$30M - $39.9M
|
3K
$373K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
269+ 5.09% |
$28.1K - $37.3K
|
5.56K
$691K
|
|
|
Jul 31, 2023
Q2 2023
|
Tobam
|
SELL
|
- |
-13.8K- 98.55% |
$1.44M - $1.91M
|
202
$25.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-1.03K- 77.44% |
$107K - $143K
|
300
$37.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
85+ 11.0% |
$8.87K - $11.8K
|
858
$107K
|
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
500New |
$52.2K - $69.3K
|
500
$62.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
3.5KNew |
$365K - $485K
|
3.5K
$435K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
213+ 22.54% |
$22.2K - $29.5K
|
1.16K
$144K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-9- 12.5% |
$939 - $1.25K
|
63
$7.83K
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
44New |
$4.59K - $6.1K
|
44
$5.47K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.73% |
$104 - $139
|
138
$17.1K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
132KNew |
$13.8M - $18.3M
|
132K
$16.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
8.39KNew |
$875K - $1.16M
|
8.39K
$1.04M
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
150New |
$15.6K - $20.8K
|
150
$18.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-570- 63.4% |
$59.5K - $79K
|
329
$40.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-47- 68.12% |
$4.9K - $6.51K
|
22
$2.73K
|
|
|
Jul 24, 2023
Q2 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-11.3K- 98.63% |
$1.17M - $1.56M
|
157
$19.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
289+ 2.25% |
$30.1K - $40K
|
13.1K
$1.63M
|
|
|
Jul 20, 2023
Q2 2023
|
Hiddenite Capital Partners LP
White Plains, NY |
BUY
|
- |
6K+ 53.1% |
$626K - $831K
|
17.3K
$2.15M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
4+ 2.0% |
$417 - $554
|
204
$25.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-787- 15.37% |
$82.1K - $109K
|
4.34K
$539K
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.35K- 40.52% |
$141K - $187K
|
1.99K
$247K
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
246+ 14.3% |
$25.7K - $34.1K
|
1.97K
$244K
|
|
|
Jul 14, 2023
Q2 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
7.68KNew |
$801K - $1.06M
|
7.68K
$954K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-105- 3.67% |
$11K - $14.5K
|
2.76K
$343K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-9- 8.26% |
$939 - $1.25K
|
100
$12.4K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
34+ 94.44% |
$3.55K - $4.71K
|
70
$8.7K
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
BUY
|
- |
910+ 52.91% |
$94.9K - $126K
|
2.63K
$327K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
321New |
$33.5K - $44.5K
|
321
$39.9K
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
29.5KNew |
$3.52M - $4.42M
|
29.5K
$3.66M
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
75New |
$8.96K - $11.2K
|
75
$9.32K
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
2.22KNew |
$266K - $333K
|
2.22K
$276K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-180Closed |
$21.5K - $27K
|
0
$0
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
CALL |
-1.4KClosed |
$167K - $210K
|
0
$0
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-7.07KClosed |
$845K - $1.06M
|
0
$0
|
|
|
May 19, 2023
Q1 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
CALL |
3.34KNew |
$399K - $500K
|
3.34K
$414K
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
555+ 21.83% |
$66.3K - $83.2K
|
3.1K
$385K
|
|
|
May 15, 2023
Q1 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
11K+ 83.98% |
$1.31M - $1.64M
|
24K
$2.98M
|
|
|
May 15, 2023
Q1 2023
|
Core Commodity Management, LLC
Stamford, CT |
SELL
|
- |
-37- 0.23% |
$4.42K - $5.55K
|
16K
$1.99M
|
|
|
May 15, 2023
Q1 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
44.1KNew |
$5.28M - $6.62M
|
44.1K
$5.48M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-3.54K- 2.14% |
$424K - $531K
|
162K
$20.1M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
CALL |
12KNew |
$1.43M - $1.8M
|
12K
$1.49M
|
|
|
May 15, 2023
Q1 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
CALL |
1.7KNew |
$203K - $255K
|
1.7K
$211K
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
4.45KNew |
$531K - $667K
|
4.45K
$552K
|
|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
3K+ 37.5% |
$359K - $450K
|
11K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
8.26KNew |
$987K - $1.24M
|
8.26K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.32K- 62.57% |
$158K - $198K
|
791
$98.3K
|
|