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 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-489- 15.98% |
$61K - $83.6K
|
2.57K
$315K
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
18.4KNew |
$2.3M - $3.15M
|
18.4K
$2.26M
|
|
May 01, 2024
Q1 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
9.02KNew |
$1.13M - $1.54M
|
9.02K
$1.11M
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.39KNew |
$174K - $238K
|
1.39K
$171K
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.42KNew |
$177K - $243K
|
1.42K
$174K
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
1.28KNew |
$160K - $219K
|
1.28K
$157K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-341- 6.82% |
$42.5K - $58.3K
|
4.66K
$571K
|
|
May 01, 2024
Q1 2024
|
Montgomery Investment Management Inc
|
SELL
|
- |
-15.8K- 34.58% |
$1.97M - $2.7M
|
29.9K
$3.66M
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-40- 67.8% |
$4.99K - $6.84K
|
19
$2.33K
|
|
Apr 30, 2024
Q1 2024
|
Thomist Capital Management, LP
Houston, TX |
SELL
|
- |
-19.3K- 55.78% |
$2.41M - $3.3M
|
15.3K
$1.88M
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.3KNew |
$162K - $222K
|
1.3K
$159K
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
100New |
$12.5K - $17.1K
|
100
$12.3K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
1.3KNew |
$162K - $222K
|
1.3K
$159K
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
375New |
$46.8K - $64.1K
|
375
$46K
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
22+ 0.9% |
$2.74K - $3.76K
|
2.47K
$303K
|
|
Apr 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-10- 0.54% |
$1.25K - $1.71K
|
1.84K
$226K
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
15New |
$1.87K - $2.56K
|
15
$1.84K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
355New |
$44.3K - $60.7K
|
355
$43.5K
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.17% |
$125 - $171
|
600
$73.6K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-32- 1.12% |
$3.99K - $5.47K
|
2.82K
$345K
|
|
Apr 25, 2024
Q1 2024
|
Canal Insurance CO
|
BUY
|
CALL |
100New |
$12.5K - $17.1K
|
100
$12.3K
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
BUY
|
- |
1.37KNew |
$171K - $234K
|
1.37K
$168K
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
165+ 3.72% |
$20.6K - $28.2K
|
4.6K
$564K
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
BUY
|
- |
1.2KNew |
$150K - $205K
|
1.2K
$147K
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
108+ 300.0% |
$13.5K - $18.5K
|
144
$17.7K
|
|
Apr 25, 2024
Q1 2024
|
Advocate Group LLC
|
BUY
|
- |
1.2KNew |
$150K - $206K
|
1.2K
$148K
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
CALL |
400New |
$49.9K - $68.4K
|
400
$49K
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
1.85KNew |
$231K - $316K
|
1.85K
$227K
|
|
Apr 24, 2024
Q1 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
1.26KNew |
$157K - $215K
|
1.26K
$154K
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-1.17K- 19.73% |
$146K - $200K
|
4.76K
$584K
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.21KNew |
$151K - $207K
|
1.21K
$149K
|
|
Apr 24, 2024
Q1 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
1.38KNew |
$172K - $236K
|
1.38K
$169K
|
|
Apr 23, 2024
Q1 2024
|
F
|
BUY
|
- |
1.23KNew |
$154K - $210K
|
1.23K
$151K
|
|
Apr 23, 2024
Q1 2024
|
Sky Investment Group LLC
|
BUY
|
- |
1.23KNew |
$154K - $211K
|
1.23K
$151K
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
3+ 0.07% |
$374 - $513
|
4.59K
$563K
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
1.52KNew |
$190K - $260K
|
1.52K
$186K
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.22KNew |
$277K - $380K
|
2.22K
$272K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-13.9K- 76.8% |
$1.73M - $2.38M
|
4.2K
$515K
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.23KNew |
$154K - $210K
|
1.23K
$151K
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 1.92% |
$125 - $171
|
51
$6.25K
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
15+ 4.7% |
$1.87K - $2.56K
|
334
$40.9K
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.18KNew |
$147K - $202K
|
1.18K
$145K
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-230- 9.42% |
$28.7K - $39.3K
|
2.21K
$271K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
20+ 0.74% |
$2.5K - $3.42K
|
2.72K
$334K
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.4KNew |
$175K - $240K
|
1.4K
$172K
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-645- 30.38% |
$80.5K - $110K
|
1.48K
$181K
|
|
Apr 17, 2024
Q1 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-50- 2.7% |
$6.24K - $8.55K
|
1.8K
$221K
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.1KNew |
$137K - $188K
|
1.1K
$135K
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-85- 95.51% |
$10.6K - $14.5K
|
4
$490
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
27+ 9.12% |
$3.37K - $4.62K
|
323
$39.6K
|