Latest Institutional Purchases of Valero Energy Corp (VLO)
This list provides information on the latest institutional transactions involving Valero Energy Corp (VLO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1.42KNew |
$177K - $242K
|
1.42K
$168K
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.4KNew |
$175K - $240K
|
1.4K
$167K
|
|
Apr 04, 2024
Q1 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.4KNew |
$175K - $239K
|
1.4K
$166K
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.39KNew |
$174K - $238K
|
1.39K
$166K
|
|
Apr 24, 2024
Q1 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
1.38KNew |
$172K - $236K
|
1.38K
$164K
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
BUY
|
- |
1.37KNew |
$171K - $234K
|
1.37K
$163K
|
|
May 09, 2024
Q1 2024
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
BUY
|
- |
1.37KNew |
$171K - $234K
|
1.37K
$163K
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
1.34KNew |
$168K - $230K
|
1.34K
$160K
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
BUY
|
- |
1.34KNew |
$168K - $230K
|
1.34K
$160K
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
1.33KNew |
$166K - $228K
|
1.33K
$158K
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
1.32KNew |
$165K - $226K
|
1.32K
$157K
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.3KNew |
$162K - $222K
|
1.3K
$154K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
1.3KNew |
$162K - $222K
|
1.3K
$154K
|
|
May 13, 2024
Q1 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
1.29KNew |
$161K - $221K
|
1.29K
$154K
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
1.28KNew |
$160K - $219K
|
1.28K
$152K
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
BUY
|
- |
1.26KNew |
$157K - $216K
|
1.26K
$150K
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1.26KNew |
$157K - $216K
|
1.26K
$150K
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
1.26KNew |
$157K - $215K
|
1.26K
$150K
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
1.26KNew |
$157K - $215K
|
1.26K
$150K
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.26KNew |
$157K - $215K
|
1.26K
$149K
|
|
Apr 24, 2024
Q1 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
1.26KNew |
$157K - $215K
|
1.26K
$149K
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.25KNew |
$156K - $214K
|
1.25K
$149K
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
1.25KNew |
$156K - $214K
|
1.25K
$149K
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.25KNew |
$155K - $213K
|
1.25K
$148K
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.24KNew |
$154K - $211K
|
1.24K
$147K
|
|
Apr 23, 2024
Q1 2024
|
Sky Investment Group LLC
|
BUY
|
- |
1.23KNew |
$154K - $211K
|
1.23K
$146K
|
|
Apr 23, 2024
Q1 2024
|
F
|
BUY
|
- |
1.23KNew |
$154K - $210K
|
1.23K
$146K
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.23KNew |
$154K - $210K
|
1.23K
$146K
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
1.22KNew |
$152K - $209K
|
1.22K
$145K
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.22KNew |
$152K - $208K
|
1.22K
$145K
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.22KNew |
$152K - $208K
|
1.22K
$144K
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.21KNew |
$151K - $207K
|
1.21K
$144K
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
1.21KNew |
$151K - $207K
|
1.21K
$144K
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.21KNew |
$151K - $207K
|
1.21K
$144K
|
|
May 15, 2024
Q1 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
1.21KNew |
$151K - $207K
|
1.21K
$144K
|
|
Apr 25, 2024
Q1 2024
|
Advocate Group LLC
|
BUY
|
- |
1.2KNew |
$150K - $206K
|
1.2K
$143K
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
BUY
|
- |
1.2KNew |
$150K - $205K
|
1.2K
$143K
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
1.2KNew |
$150K - $205K
|
1.2K
$143K
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
1.19KNew |
$149K - $204K
|
1.19K
$142K
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.18KNew |
$148K - $202K
|
1.18K
$141K
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.18KNew |
$147K - $202K
|
1.18K
$140K
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.18KNew |
$147K - $201K
|
1.18K
$140K
|
|
May 14, 2024
Q1 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
1.11KNew |
$138K - $190K
|
1.11K
$132K
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.1KNew |
$137K - $188K
|
1.1K
$131K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
919+ 2.57% |
$115K - $157K
|
36.7K
$4.36M
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
590+ 14.79% |
$73.6K - $101K
|
4.58K
$544K
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
CALL |
400New |
$49.9K - $68.4K
|
400
$47.5K
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
382New |
$47.7K - $65.3K
|
382
$45.4K
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
375New |
$46.8K - $64.1K
|
375
$44.6K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
355New |
$44.3K - $60.7K
|
355
$42.2K
|