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 05, 2022
Q2 2022
|
Cincinnati Insurance CO
|
SELL
|
- |
-24.2K- 6.36% |
$2.44M - $3.51M
|
357K
$43.5M
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
264+ 43.56% |
$26.6K - $38.3K
|
870
$106K
|
|
Aug 05, 2022
Q2 2022
|
Imc Chicago, LLC
|
BUY
|
- |
12KNew |
$1.21M - $1.74M
|
12K
$1.46M
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.1KNew |
$111K - $160K
|
1.1K
$134K
|
|
Aug 04, 2022
Q2 2022
|
Brr Op Co, LLC
|
BUY
|
- |
79+ 3.8% |
$7.96K - $11.5K
|
2.16K
$263K
|
|
Aug 04, 2022
Q2 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-113Closed |
$11.4K - $16.4K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-59.5KClosed |
$5.99M - $8.63M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-36.5K- 26.98% |
$3.68M - $5.3M
|
98.8K
$12.1M
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-2.56K- 40.24% |
$258K - $371K
|
3.8K
$464K
|
|
Aug 02, 2022
Q2 2022
|
Consolidated Investment Group LLC
|
SELL
|
- |
-41KClosed |
$4.13M - $5.95M
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-2.45KClosed |
$247K - $355K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Salient Capital Advisors, LLC
|
BUY
|
- |
3.66KNew |
$369K - $531K
|
3.66K
$447K
|
|
Aug 01, 2022
Q2 2022
|
Connable Office Inc
|
BUY
|
- |
10.1KNew |
$1.02M - $1.46M
|
10.1K
$1.23M
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-100- 4.73% |
$10.1K - $14.5K
|
2.01K
$246K
|
|
Jul 29, 2022
Q2 2022
|
Wealth Architects, LLC
|
BUY
|
- |
9+ 0.33% |
$907 - $1.31K
|
2.78K
$339K
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
BUY
|
- |
410+ 2.79% |
$41.3K - $59.5K
|
15.1K
$1.84M
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-4- 1.46% |
$403 - $580
|
270
$33K
|
|
Jul 27, 2022
Q2 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-88- 3.55% |
$8.87K - $12.8K
|
2.39K
$292K
|
|
Jul 27, 2022
Q2 2022
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-1.83KClosed |
$184K - $265K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-133Closed |
$13.4K - $19.3K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
4.89KNew |
$493K - $710K
|
4.89K
$597K
|
|
Jul 25, 2022
Q2 2022
|
Security National Bank
|
SELL
|
- |
-271- 11.81% |
$27.3K - $39.3K
|
2.02K
$247K
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-23- 17.56% |
$2.32K - $3.34K
|
108
$13.2K
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
30.9KNew |
$3.11M - $4.48M
|
30.9K
$3.77M
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-11.7KClosed |
$1.18M - $1.69M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
19+ 0.3% |
$1.91K - $2.76K
|
6.41K
$782K
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-549Closed |
$55.3K - $79.6K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-7.33KClosed |
$738K - $1.06M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Silverhawk Asset Management, LLC
|
SELL
|
- |
-3.23KClosed |
$325K - $468K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
90New |
$9.07K - $13.1K
|
90
$11K
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
11+ 0.09% |
$1.11K - $1.6K
|
12.7K
$1.55M
|
|
Jul 20, 2022
Q2 2022
|
Canton Hathaway, LLC
|
BUY
|
- |
200New |
$20.1K - $29K
|
200
$24.4K
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-6.51KClosed |
$656K - $944K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-65Closed |
$6.55K - $9.43K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-17Closed |
$1.71K - $2.47K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-100Closed |
$10.1K - $14.5K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Morris Capital Advisors, LLC
|
SELL
|
- |
-274- 4.66% |
$27.6K - $39.8K
|
5.61K
$685K
|
|
Jul 14, 2022
Q2 2022
|
Peak Financial Advisors LLC
|
SELL
|
- |
-4.14K- 56.74% |
$417K - $601K
|
3.16K
$386K
|
|
Jul 14, 2022
Q2 2022
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-2.31KClosed |
$233K - $335K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-75Closed |
$7.56K - $10.9K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Grand Central Investment Group
|
SELL
|
- |
-6.8KClosed |
$685K - $986K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-4.7K- 64.5% |
$473K - $682K
|
2.59K
$316K
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-245Closed |
$24.7K - $35.5K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
5New |
$504 - $725
|
5
$611
|
|
Jul 12, 2022
Q2 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-162KClosed |
$16.3M - $23.4M
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
PUT |
532New |
$53.6K - $77.2K
|
532
$65K
|
|
Jul 06, 2022
Q2 2022
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-280Closed |
$28.2K - $40.6K
|
0
$0
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-100Closed |
$10.1K - $14.5K
|
0
$0
|
|
Q1 2022 | |||||||
May 09, 2023
Q1 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-30Closed |
$2.31K - $3.05K
|
0
$0
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-35Closed |
$2.7K - $3.55K
|
0
$0
|