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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-95- 2.58% |
$14.1K - $17.4K
|
3.59K
$653K
|
|
|
Jul 26, 2024
Q2 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
29.7K+ 112.68% |
$4.41M - $5.45M
|
56.1K
$10.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1- 0.07% |
$148 - $183
|
1.38K
$250K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.73K+ 47.74% |
$257K - $318K
|
5.36K
$974K
|
|
|
Jul 25, 2024
Q2 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-4.83K- 17.9% |
$717K - $887K
|
22.2K
$4.03M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
738New |
$110K - $135K
|
738
$134K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
170New |
$25.2K - $31.2K
|
170
$30.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
26New |
$3.86K - $4.77K
|
26
$4.73K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
16New |
$2.37K - $2.93K
|
16
$2.91K
|
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.3KNew |
$193K - $238K
|
1.3K
$236K
|
|
|
Jul 22, 2024
Q2 2024
|
Churchill Management Corp
|
SELL
|
- |
-1.49K- 1.22% |
$220K - $272K
|
120K
$21.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Nat West Group PLC
|
SELL
|
- |
-48- 0.23% |
$7.12K - $8.8K
|
21.1K
$3.83M
|
|
|
Jul 19, 2024
Q2 2024
|
Leeward Investments, LLC Ma
|
SELL
|
- |
-1.92K- 4.24% |
$285K - $352K
|
43.4K
$7.88M
|
|
|
Jul 19, 2024
Q2 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
92+ 7.59% |
$13.7K - $16.9K
|
1.3K
$237K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 1.72% |
$148 - $183
|
59
$10.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-135- 0.43% |
$20K - $24.8K
|
31.5K
$5.73M
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.14K- 43.11% |
$169K - $209K
|
1.51K
$274K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
644New |
$95.6K - $118K
|
644
$117K
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-204- 1.49% |
$30.3K - $37.4K
|
13.5K
$2.45M
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1- 0.08% |
$148 - $183
|
1.29K
$234K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
3.65KNew |
$541K - $669K
|
3.65K
$663K
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-316- 16.7% |
$46.9K - $58K
|
1.58K
$286K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.21K+ 48.64% |
$327K - $404K
|
6.74K
$1.22M
|
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
97+ 8.16% |
$14.4K - $17.8K
|
1.29K
$234K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
1.6KNew |
$237K - $293K
|
1.6K
$291K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
48+ 0.82% |
$7.12K - $8.8K
|
5.93K
$1.08M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
184New |
$27.3K - $33.7K
|
184
$33.4K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-606- 19.95% |
$89.9K - $111K
|
2.43K
$442K
|
|
| Q1 2024 | |||||||
|
Jan 05, 2026
Q1 2024
|
Chesapeake Asset Management LLC
New York, NY |
SELL
|
- |
-166- 35.62% |
$20.7K - $28.4K
|
300
$54.5K
|
|
|
Sep 30, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-100- 4.78% |
$12.5K - $17.1K
|
1.99K
$362K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
8.75KNew |
$1.09M - $1.5M
|
8.75K
$1.59M
|
|
|
Aug 06, 2024
Q1 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.66KNew |
$207K - $284K
|
1.66K
$302K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
83New |
$10.4K - $14.2K
|
83
$15.1K
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.5KNew |
$187K - $256K
|
1.5K
$272K
|
|
|
May 15, 2024
Q1 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-20.6K- 45.89% |
$2.57M - $3.52M
|
24.3K
$4.42M
|
|
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-1.09K- 44.46% |
$136K - $186K
|
1.36K
$247K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
84New |
$10.5K - $14.4K
|
84
$15.3K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
12.8KNew |
$1.59M - $2.18M
|
12.8K
$2.32M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
200New |
$25K - $34.2K
|
200
$36.4K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
12New |
$1.5K - $2.05K
|
12
$2.18K
|
|
|
May 15, 2024
Q1 2024
|
Bornite Capital Management LP
|
SELL
|
- |
-42.9M- 99.41% |
$5.36B - $7.34B
|
253K
$46M
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-83- 5.01% |
$10.4K - $14.2K
|
1.57K
$286K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
103+ 4.38% |
$12.9K - $17.6K
|
2.45K
$446K
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
5+ 0.32% |
$624 - $855
|
1.56K
$283K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-78- 0.67% |
$9.73K - $13.3K
|
11.5K
$2.1M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
109+ 94.78% |
$13.6K - $18.6K
|
224
$40.7K
|
|
|
May 15, 2024
Q1 2024
|
Paul Singer
Elliott Investment Management L.P. | West Palm Beach, Fl
|
BUY
|
CALL |
2MNew |
$250M - $342M
|
2M
$364M
|
|
|
May 15, 2024
Q1 2024
|
Disciplined Growth Investors Inc
Minneapolis, MN |
BUY
|
- |
1.5KNew |
$187K - $256K
|
1.5K
$273K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
4.41KNew |
$551K - $755K
|
4.41K
$802K
|
|
|
May 14, 2024
Q1 2024
|
Winmill & Co. Inc
Millbrook, NY |
BUY
|
- |
55.2KNew |
$6.89M - $9.44M
|
55.2K
$10M
|
|