Purchases and Sales Made in Q1 2024 in Valero Energy Corp (VLO)
This table provides information about the institutional ownership of Valero Energy Corp (VLO) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
3.17K+ 3.81% |
$395K - $541K
|
86.2K
$11.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.15KNew |
$393K - $538K
|
3.15K
$419K
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
3.09KNew |
$385K - $528K
|
3.09K
$410K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.05K+ 76.28% |
$380K - $521K
|
7.04K
$936K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
3.04KNew |
$379K - $519K
|
3.04K
$404K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3K+ 1595.21% |
$374K - $513K
|
3.19K
$424K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.85K+ 4.91% |
$355K - $487K
|
60.8K
$8.08M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.77K+ 6.04% |
$345K - $473K
|
48.6K
$6.47M
|
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
2.77KNew |
$345K - $473K
|
2.77K
$368K
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
2.71K+ 30.46% |
$338K - $463K
|
11.6K
$1.54M
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
2.7KNew |
$337K - $462K
|
2.7K
$359K
|
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
2.68KNew |
$335K - $459K
|
2.68K
$357K
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.68K+ 9.44% |
$335K - $459K
|
31.1K
$4.14M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
2.61K+ 20.96% |
$325K - $446K
|
15.1K
$2M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.53K+ 1.77% |
$316K - $433K
|
146K
$19.4M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
2.52K+ 73.86% |
$315K - $431K
|
5.94K
$790K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.5K+ 786.48% |
$312K - $428K
|
2.82K
$375K
|
|
|
May 15, 2024
Q1 2024
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
2.5K+ 32.83% |
$312K - $427K
|
10.1K
$1.35M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.44KNew |
$305K - $418K
|
2.44K
$325K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.43K+ 150.25% |
$303K - $416K
|
4.05K
$539K
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.38KNew |
$296K - $406K
|
2.38K
$316K
|
|
|
May 08, 2024
Q1 2024
|
Everence Capital Management Inc
|
BUY
|
- |
2.35K+ 7.13% |
$293K - $402K
|
35.3K
$4.7M
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
2.34K+ 3.69% |
$292K - $400K
|
65.7K
$8.74M
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.3K+ 1.43% |
$287K - $394K
|
163K
$21.7M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.27K+ 112.57% |
$283K - $387K
|
4.28K
$569K
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
2.26KNew |
$282K - $387K
|
2.26K
$301K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.26K+ 99.08% |
$281K - $386K
|
4.53K
$603K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.26KNew |
$281K - $386K
|
2.26K
$300K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.25K+ 3.05% |
$280K - $384K
|
75.8K
$10.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.22KNew |
$277K - $380K
|
2.22K
$295K
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
2.21K+ 5.95% |
$276K - $378K
|
39.4K
$5.24M
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.21K+ 4.91% |
$276K - $378K
|
47.2K
$6.28M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.21K+ 123.5% |
$275K - $377K
|
3.99K
$531K
|
|
|
May 09, 2024
Q1 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
2.2K+ 6.6% |
$274K - $376K
|
35.5K
$4.72M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.17K+ 20.96% |
$271K - $372K
|
12.5K
$1.67M
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.15K+ 1.39% |
$268K - $367K
|
156K
$20.8M
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.15K+ 21.57% |
$268K - $367K
|
12.1K
$1.61M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.14K+ 34.55% |
$268K - $367K
|
8.35K
$1.11M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.14K+ 16.74% |
$267K - $366K
|
14.9K
$1.98M
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
2.11KNew |
$263K - $361K
|
2.11K
$280K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.1KNew |
$262K - $359K
|
2.1K
$279K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.09KNew |
$261K - $358K
|
2.09K
$278K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.08KNew |
$260K - $356K
|
2.08K
$277K
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.08KNew |
$259K - $355K
|
2.08K
$276K
|
|
|
Apr 12, 2024
Q1 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
2.07K+ 29.96% |
$258K - $354K
|
8.98K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
2.05KNew |
$256K - $351K
|
2.05K
$273K
|
|
|
Sep 26, 2024
Q1 2024
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
2.02K+ 19.44% |
$252K - $346K
|
12.4K
$1.65M
|
|
|
Apr 29, 2024
Q1 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
2KNew |
$249K - $342K
|
2K
$266K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.98K+ 5.66% |
$247K - $338K
|
36.9K
$4.91M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.98K+ 77.73% |
$247K - $338K
|
4.53K
$602K
|