Purchases and Sales Made in Q2 2024 in Valero Energy Corp (VLO)
This table provides information about the institutional ownership of Valero Energy Corp (VLO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.48K+ 73.16% |
$367K - $454K
|
5.86K
$780K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.47K+ 3.44% |
$366K - $453K
|
74.2K
$9.87M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.46K+ 35.81% |
$366K - $452K
|
9.34K
$1.24M
|
|
|
Jul 09, 2024
Q2 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
2.45KNew |
$363K - $448K
|
2.45K
$325K
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2.41KNew |
$358K - $442K
|
2.41K
$321K
|
|
|
Jul 15, 2024
Q2 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
2.41K+ 4.02% |
$358K - $442K
|
62.3K
$8.29M
|
|
|
Aug 05, 2024
Q2 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
2.41KNew |
$357K - $442K
|
2.41K
$321K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
2.41K+ 1.32% |
$357K - $441K
|
184K
$24.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
2.34K+ 125.27% |
$346K - $428K
|
4.2K
$559K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.32K+ 9.54% |
$344K - $425K
|
26.6K
$3.54M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.3KNew |
$341K - $421K
|
2.3K
$306K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.24K+ 31.52% |
$332K - $410K
|
9.34K
$1.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Leuthold Group, LLC
|
BUY
|
- |
2.24KNew |
$332K - $410K
|
2.24K
$298K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.21K+ 48.64% |
$327K - $404K
|
6.74K
$897K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.2K+ 180.16% |
$326K - $403K
|
3.42K
$455K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.2K+ 66.39% |
$326K - $403K
|
5.5K
$732K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.19K+ 41.63% |
$325K - $402K
|
7.46K
$992K
|
|
|
Aug 14, 2024
Q2 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
2.19K+ 3.05% |
$324K - $401K
|
73.9K
$9.84M
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
2.17K+ 16.4% |
$322K - $398K
|
15.4K
$2.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.11KNew |
$313K - $387K
|
2.11K
$281K
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.11K+ 17.41% |
$313K - $387K
|
14.2K
$1.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.08K+ 5.19% |
$309K - $382K
|
42.2K
$5.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
BUY
|
- |
2.07K+ 3.15% |
$307K - $380K
|
67.8K
$9.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.01K+ 25.56% |
$298K - $369K
|
9.87K
$1.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2K+ 0.48% |
$297K - $367K
|
421K
$56M
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.96KNew |
$291K - $360K
|
1.96K
$261K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.95KNew |
$289K - $357K
|
1.95K
$259K
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.95K+ 13.05% |
$289K - $357K
|
16.9K
$2.24M
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
1.9K+ 5.48% |
$283K - $349K
|
36.7K
$4.88M
|
|
|
Aug 05, 2024
Q2 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
1.9KNew |
$282K - $348K
|
1.9K
$253K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.89K+ 0.8% |
$280K - $347K
|
237K
$31.5M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.88K+ 16.4% |
$279K - $345K
|
13.3K
$1.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.85K+ 141.53% |
$274K - $339K
|
3.15K
$419K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.84K+ 5.59% |
$272K - $337K
|
34.7K
$4.62M
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
1.83K+ 7.46% |
$272K - $336K
|
26.4K
$3.51M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.83K+ 49.27% |
$271K - $335K
|
5.54K
$737K
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.79KNew |
$266K - $329K
|
1.79K
$239K
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.79KNew |
$265K - $328K
|
1.79K
$238K
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.75KNew |
$260K - $321K
|
1.75K
$233K
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1.74KNew |
$258K - $318K
|
1.74K
$231K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.73K+ 47.74% |
$257K - $318K
|
5.36K
$713K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.73K+ 42.63% |
$256K - $317K
|
5.78K
$769K
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.7K+ 31.54% |
$253K - $312K
|
7.11K
$946K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.69K+ 38.16% |
$251K - $310K
|
6.12K
$814K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.67K+ 8.76% |
$248K - $307K
|
20.8K
$2.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Symmetry Investments LP
|
BUY
|
- |
1.64KNew |
$244K - $301K
|
1.64K
$219K
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.63KNew |
$241K - $298K
|
1.63K
$217K
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.63K+ 1.12% |
$241K - $298K
|
147K
$19.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.6KNew |
$237K - $293K
|
1.6K
$213K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
1.6KNew |
$237K - $293K
|
1.6K
$213K
|