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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
903+ 21.92% |
$134K - $166K
|
5.02K
$668K
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
896+ 10.22% |
$133K - $164K
|
9.66K
$1.29M
|
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
896+ 24.83% |
$133K - $164K
|
4.5K
$599K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
885+ 2.4% |
$131K - $162K
|
37.8K
$5.03M
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
850+ 1000.0% |
$126K - $156K
|
935
$124K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
842+ 1.16% |
$125K - $154K
|
73.3K
$9.75M
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
836+ 5.31% |
$124K - $153K
|
16.6K
$2.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
830+ 12.89% |
$123K - $152K
|
7.27K
$968K
|
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
828+ 8.69% |
$123K - $152K
|
10.4K
$1.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
BUY
|
- |
815+ 4.93% |
$121K - $149K
|
17.4K
$2.31M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
802+ 3.81% |
$119K - $147K
|
21.9K
$2.91M
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
788+ 2.07% |
$117K - $145K
|
38.8K
$5.16M
|
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
765+ 0.6% |
$114K - $140K
|
128K
$17.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
758+ 19.06% |
$112K - $139K
|
4.74K
$630K
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
748+ 5.06% |
$111K - $137K
|
15.5K
$2.07M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
742+ 26.58% |
$110K - $136K
|
3.53K
$470K
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
742+ 7.65% |
$110K - $136K
|
10.4K
$1.39M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
738New |
$110K - $135K
|
738
$98.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
732+ 3.91% |
$109K - $134K
|
19.4K
$2.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
715+ 60.54% |
$106K - $131K
|
1.9K
$252K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
710+ 1.34% |
$105K - $130K
|
53.8K
$7.16M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
708+ 12.62% |
$105K - $130K
|
6.32K
$841K
|
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
708+ 3.23% |
$105K - $130K
|
22.6K
$3.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
700+ 804.6% |
$104K - $128K
|
787
$105K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
691+ 5.95% |
$103K - $127K
|
12.3K
$1.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
661+ 4.65% |
$98.1K - $121K
|
14.9K
$1.98M
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
644New |
$95.6K - $118K
|
644
$85.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
644+ 130.89% |
$95.6K - $118K
|
1.14K
$151K
|
|
|
Jul 30, 2024
Q2 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
625+ 0.9% |
$92.7K - $115K
|
70.2K
$9.35M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
624+ 8.87% |
$92.6K - $114K
|
7.66K
$1.02M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
617+ 36.02% |
$91.6K - $113K
|
2.33K
$310K
|
|
|
Aug 08, 2024
Q2 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
606+ 0.1% |
$89.9K - $111K
|
623K
$82.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
602+ 16.46% |
$89.3K - $110K
|
4.26K
$567K
|
|
|
Jul 19, 2024
Q2 2024
|
Paradiem, LLC
|
BUY
|
- |
601+ 0.96% |
$89.2K - $110K
|
63.3K
$8.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
595+ 19.5% |
$88.3K - $109K
|
3.65K
$485K
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
593+ 5.54% |
$88K - $109K
|
11.3K
$1.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
589+ 6.7% |
$87.4K - $108K
|
9.38K
$1.25M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
583+ 14.56% |
$86.5K - $107K
|
4.59K
$610K
|
|
|
Jul 30, 2024
Q2 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
558+ 1.14% |
$82.8K - $102K
|
49.7K
$6.61M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
550New |
$81.6K - $101K
|
550
$73.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
545+ 21.12% |
$80.9K - $99.9K
|
3.13K
$416K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
539+ 5.42% |
$80K - $98.8K
|
10.5K
$1.39M
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
533+ 4.34% |
$79.1K - $97.7K
|
12.8K
$1.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
531+ 1.22% |
$78.8K - $97.4K
|
44K
$5.85M
|
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
528+ 5.93% |
$78.3K - $96.8K
|
9.44K
$1.26M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
526+ 16.06% |
$78K - $96.5K
|
3.8K
$506K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
518+ 10.82% |
$76.9K - $95K
|
5.3K
$706K
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
499+ 2.65% |
$74K - $91.5K
|
19.3K
$2.57M
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
484+ 18.28% |
$71.8K - $88.8K
|
3.13K
$417K
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
484New |
$71.8K - $88.8K
|
484
$64.4K
|