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 |
---|---|---|---|---|---|---|---|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
347+ 2.05% |
$36.2K - $48.1K
|
17.3K
$2.3M
|
|
Jul 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
340+ 3.54% |
$35.5K - $47.1K
|
9.93K
$1.32M
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
335New |
$34.9K - $46.4K
|
335
$44.6K
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
332+ 18.93% |
$34.6K - $46K
|
2.09K
$278K
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
330+ 4.96% |
$34.4K - $45.7K
|
6.98K
$929K
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
327+ 0.45% |
$34.1K - $45.3K
|
73.7K
$9.81M
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
326+ 90.06% |
$34K - $45.2K
|
688
$91.6K
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
323+ 3.62% |
$33.7K - $44.7K
|
9.24K
$1.23M
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
321New |
$33.5K - $44.5K
|
321
$42.7K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
318+ 6.77% |
$33.2K - $44.1K
|
5.02K
$668K
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
317+ 1.78% |
$33.1K - $43.9K
|
18.1K
$2.41M
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
302+ 4.1% |
$31.5K - $41.8K
|
7.66K
$1.02M
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
300+ 38.86% |
$31.3K - $41.6K
|
1.07K
$143K
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
291+ 23.72% |
$30.4K - $40.3K
|
1.52K
$202K
|
|
Jul 24, 2023
Q2 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
289+ 2.25% |
$30.1K - $40K
|
13.1K
$1.75M
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
288+ 5.1% |
$30K - $39.9K
|
5.94K
$790K
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
BUY
|
- |
284+ 0.53% |
$29.6K - $39.3K
|
53.6K
$7.13M
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
280+ 10.24% |
$29.2K - $38.8K
|
3.01K
$401K
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
275+ 9.63% |
$28.7K - $38.1K
|
3.13K
$417K
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
273+ 17.06% |
$28.5K - $37.8K
|
1.87K
$249K
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
271+ 17.53% |
$28.3K - $37.5K
|
1.82K
$242K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
269+ 5.09% |
$28.1K - $37.3K
|
5.56K
$740K
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
267+ 10.72% |
$27.9K - $37K
|
2.76K
$367K
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
265+ 14.71% |
$27.6K - $36.7K
|
2.07K
$275K
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
261+ 41.76% |
$27.2K - $36.2K
|
886
$118K
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
256New |
$26.7K - $35.5K
|
256
$34.1K
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
254+ 4.24% |
$26.5K - $35.2K
|
6.25K
$831K
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
249+ 10.22% |
$26K - $34.5K
|
2.69K
$357K
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
248+ 6.38% |
$25.9K - $34.4K
|
4.13K
$550K
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
248+ 0.35% |
$25.9K - $34.4K
|
70.6K
$9.39M
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
246+ 14.3% |
$25.7K - $34.1K
|
1.97K
$262K
|
|
Jul 24, 2023
Q2 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
245+ 2.8% |
$25.6K - $33.9K
|
9.01K
$1.2M
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
243+ 6.59% |
$25.3K - $33.7K
|
3.93K
$523K
|
|
Aug 14, 2023
Q2 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
238+ 4.81% |
$24.8K - $33K
|
5.18K
$690K
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
236+ 9.63% |
$24.6K - $32.7K
|
2.69K
$357K
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
232+ 6.45% |
$24.2K - $32.1K
|
3.83K
$510K
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
229+ 15.32% |
$23.9K - $31.7K
|
1.72K
$229K
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
224+ 13.68% |
$23.4K - $31K
|
1.86K
$248K
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
223+ 4.02% |
$23.3K - $30.9K
|
5.77K
$768K
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
223+ 4.02% |
$23.3K - $30.9K
|
5.77K
$768K
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
220+ 4.53% |
$22.9K - $30.5K
|
5.08K
$676K
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
215+ 11.8% |
$22.4K - $29.8K
|
2.04K
$271K
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
213+ 22.54% |
$22.2K - $29.5K
|
1.16K
$154K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
213+ 4.38% |
$22.2K - $29.5K
|
5.08K
$676K
|
|
Aug 09, 2023
Q2 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
210+ 6.89% |
$21.9K - $29.1K
|
3.26K
$434K
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
207+ 4.89% |
$21.6K - $28.7K
|
4.44K
$591K
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
BUY
|
- |
202+ 3.57% |
$21.1K - $28K
|
5.86K
$780K
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
200+ 4.73% |
$20.9K - $27.7K
|
4.42K
$589K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
200+ 86.21% |
$20.9K - $27.7K
|
432
$57.5K
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
200New |
$20.9K - $27.7K
|
200
$26.6K
|