Purchases and Sales Made in Q2 2023 in Valero Energy Corp (VLO)
This table provides information about the institutional ownership of Valero Energy Corp (VLO) during Q2 2023. 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 15, 2023
Q2 2023
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-31- 0.07% |
$3.23K - $4.29K
|
41.5K
$5.52M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-33- 1.11% |
$3.44K - $4.57K
|
2.93K
$390K
|
|
|
Jul 07, 2023
Q2 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-35- 0.37% |
$3.65K - $4.85K
|
9.36K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-35- 4.6% |
$3.65K - $4.85K
|
726
$96.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-36- 0.72% |
$3.76K - $4.99K
|
4.99K
$664K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-37- 0.76% |
$3.86K - $5.13K
|
4.82K
$641K
|
|
|
Aug 07, 2023
Q2 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-40- 2.25% |
$4.17K - $5.54K
|
1.74K
$232K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-43- 2.08% |
$4.49K - $5.96K
|
2.03K
$270K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-46- 3.61% |
$4.8K - $6.37K
|
1.23K
$164K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-47- 68.12% |
$4.9K - $6.51K
|
22
$2.93K
|
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-49- 0.46% |
$5.11K - $6.79K
|
10.5K
$1.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-49- 3.69% |
$5.11K - $6.79K
|
1.28K
$170K
|
|
|
Jul 19, 2023
Q2 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-50- 0.64% |
$5.22K - $6.93K
|
7.71K
$1.03M
|
|
|
Jul 28, 2023
Q2 2023
|
Kendall Capital Management
|
SELL
|
- |
-50- 0.58% |
$5.22K - $6.93K
|
8.57K
$1.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-51- 8.21% |
$5.32K - $7.07K
|
570
$75.9K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-51- 8.21% |
$5.32K - $7.07K
|
570
$75.9K
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-53- 1.97% |
$5.53K - $7.34K
|
2.64K
$351K
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-53- 0.83% |
$5.53K - $7.34K
|
6.37K
$847K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-54- 2.73% |
$5.63K - $7.48K
|
1.92K
$256K
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-55- 2.14% |
$5.74K - $7.62K
|
2.51K
$334K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-57- 18.33% |
$5.95K - $7.9K
|
254
$33.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Lcm Capital Management Inc
|
SELL
|
- |
-57- 3.01% |
$5.95K - $7.9K
|
1.84K
$244K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-57- 3.41% |
$5.95K - $7.9K
|
1.62K
$215K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-59- 1.39% |
$6.15K - $8.17K
|
4.18K
$557K
|
|
|
Aug 11, 2023
Q2 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-60- 2.23% |
$6.26K - $8.31K
|
2.63K
$350K
|
|
|
Jul 25, 2023
Q2 2023
|
Fruth Investment Management
|
SELL
|
- |
-63- 0.37% |
$6.57K - $8.73K
|
17.2K
$2.28M
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-66- 2.87% |
$6.88K - $9.14K
|
2.24K
$298K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-68- 0.13% |
$7.09K - $9.42K
|
52.7K
$7.02M
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-68- 86.08% |
$7.09K - $9.42K
|
11
$1.46K
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-70- 1.13% |
$7.3K - $9.7K
|
6.11K
$814K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-72- 2.16% |
$7.51K - $9.97K
|
3.25K
$433K
|
|
|
Jan 15, 2025
Q2 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-72- 2.1% |
$7.51K - $9.97K
|
3.36K
$447K
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-75- 1.54% |
$7.82K - $10.4K
|
4.8K
$639K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-75- 3.71% |
$7.82K - $10.4K
|
1.95K
$259K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-80- 8.6% |
$8.34K - $11.1K
|
850
$113K
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-81- 3.58% |
$8.45K - $11.2K
|
2.18K
$291K
|
|
|
Aug 14, 2023
Q2 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-85- 2.82% |
$8.87K - $11.8K
|
2.93K
$390K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-87- 47.28% |
$9.07K - $12.1K
|
97
$12.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-88- 4.04% |
$9.18K - $12.2K
|
2.09K
$278K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-90- 9.63% |
$9.39K - $12.5K
|
845
$112K
|
|
|
Aug 14, 2023
Q2 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-90- 1.06% |
$9.39K - $12.5K
|
8.39K
$1.12M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-91- 2.34% |
$9.49K - $12.6K
|
3.8K
$505K
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-94- 0.58% |
$9.81K - $13K
|
16.1K
$2.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-94- 3.0% |
$9.81K - $13K
|
3.04K
$405K
|
|
|
Jul 20, 2023
Q2 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-95- 1.87% |
$9.91K - $13.2K
|
4.98K
$663K
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-95- 1.85% |
$9.91K - $13.2K
|
5.04K
$671K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-96- 8.54% |
$10K - $13.3K
|
1.03K
$137K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-97- 61.39% |
$10.1K - $13.4K
|
61
$8.12K
|
|
|
Jul 26, 2023
Q2 2023
|
Field & Main Bank
|
SELL
|
- |
-98- 1.17% |
$10.2K - $13.6K
|
8.29K
$1.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-98- 3.59% |
$10.2K - $13.6K
|
2.63K
$350K
|