Purchases and Sales Made in Q3 2023 in Valero Energy Corp (VLO)
This table provides information about the institutional ownership of Valero Energy Corp (VLO) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
35+ 1.01% |
$3.94K - $5.15K
|
3.51K
$467K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
33+ 24.44% |
$3.72K - $4.86K
|
168
$22.4K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
33+ 29.73% |
$3.72K - $4.86K
|
144
$19.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
33+ 550.0% |
$3.72K - $4.86K
|
39
$5.19K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
32+ 72.73% |
$3.6K - $4.71K
|
76
$10.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
32+ 0.14% |
$3.6K - $4.71K
|
22.7K
$3.01M
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
31+ 11.88% |
$3.49K - $4.56K
|
292
$38.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
31+ 0.55% |
$3.49K - $4.56K
|
5.67K
$755K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
30+ 0.54% |
$3.38K - $4.42K
|
5.64K
$750K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
27+ 0.56% |
$3.04K - $3.97K
|
4.84K
$645K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
26+ 1.28% |
$2.93K - $3.83K
|
2.07K
$275K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
25+ 1.49% |
$2.82K - $3.68K
|
1.7K
$227K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
23+ 0.93% |
$2.59K - $3.39K
|
2.49K
$331K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
23+ 0.65% |
$2.59K - $3.39K
|
3.54K
$471K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
23+ 23.71% |
$2.59K - $3.39K
|
120
$16K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
20+ 3.16% |
$2.25K - $2.94K
|
653
$86.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
20+ 0.13% |
$2.25K - $2.94K
|
15.1K
$2.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
20+ 0.87% |
$2.25K - $2.94K
|
2.32K
$309K
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
20New |
$2.25K - $2.94K
|
20
$2.66K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
20+ 2.47% |
$2.25K - $2.94K
|
830
$110K
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
18+ 2.13% |
$2.03K - $2.65K
|
863
$115K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
18New |
$2.03K - $2.65K
|
18
$2.4K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
17+ 0.34% |
$1.91K - $2.5K
|
5K
$665K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
17+ 51.52% |
$1.91K - $2.5K
|
50
$6.65K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
17+ 0.65% |
$1.91K - $2.5K
|
2.61K
$348K
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
17+ 0.05% |
$1.91K - $2.5K
|
37K
$4.92M
|
|
|
Oct 17, 2023
Q3 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
16+ 0.68% |
$1.8K - $2.35K
|
2.38K
$316K
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
16+ 0.79% |
$1.8K - $2.35K
|
2.04K
$272K
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
15+ 1.76% |
$1.69K - $2.21K
|
865
$115K
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
15+ 0.88% |
$1.69K - $2.21K
|
1.73K
$230K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
15+ 2.08% |
$1.69K - $2.21K
|
737
$98.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
14+ 0.68% |
$1.58K - $2.06K
|
2.07K
$275K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
14+ 14.0% |
$1.58K - $2.06K
|
114
$15.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
13+ 1.79% |
$1.46K - $1.91K
|
739
$98.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
13+ 1.35% |
$1.46K - $1.91K
|
977
$130K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
12+ 0.19% |
$1.35K - $1.77K
|
6.46K
$859K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
12+ 0.39% |
$1.35K - $1.77K
|
3.06K
$407K
|
|
|
Nov 14, 2023
Q3 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
12+ 0.46% |
$1.35K - $1.77K
|
2.64K
$352K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
10+ 0.36% |
$1.13K - $1.47K
|
2.75K
$366K
|
|
|
Oct 27, 2023
Q3 2023
|
Montgomery Investment Management Inc
|
BUY
|
- |
10+ 0.02% |
$1.13K - $1.47K
|
45.7K
$6.08M
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
10+ 0.3% |
$1.13K - $1.47K
|
3.3K
$439K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
10+ 5.0% |
$1.13K - $1.47K
|
210
$27.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
10+ 0.87% |
$1.13K - $1.47K
|
1.15K
$154K
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
9+ 0.49% |
$1.01K - $1.32K
|
1.86K
$247K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
9+ 81.82% |
$1.01K - $1.32K
|
20
$2.66K
|
|
|
Nov 01, 2023
Q3 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
8+ 0.35% |
$901 - $1.18K
|
2.29K
$304K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
8+ 133.33% |
$901 - $1.18K
|
14
$1.86K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
8+ 6.35% |
$901 - $1.18K
|
134
$17.8K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7+ 28.0% |
$788 - $1.03K
|
32
$4.26K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
6+ 0.16% |
$676 - $883
|
3.7K
$492K
|