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 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
718+ 2.22% |
$80.9K - $106K
|
33.1K
$4.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
697New |
$78.5K - $103K
|
697
$92.8K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
695+ 2.07% |
$78.3K - $102K
|
34.3K
$4.56M
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
689+ 3.81% |
$77.6K - $101K
|
18.8K
$2.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
684+ 7.59% |
$77K - $101K
|
9.69K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
663+ 3.88% |
$74.7K - $97.6K
|
17.7K
$2.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
662+ 4.33% |
$74.5K - $97.4K
|
16K
$2.12M
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
654+ 18.53% |
$73.6K - $96.3K
|
4.18K
$557K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
637+ 5.46% |
$71.7K - $93.8K
|
12.3K
$1.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
625+ 21.53% |
$70.4K - $92K
|
3.53K
$470K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
625+ 21.53% |
$70.4K - $92K
|
3.53K
$470K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
613+ 10.13% |
$69K - $90.2K
|
6.67K
$887K
|
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
600+ 9.58% |
$67.6K - $88.3K
|
6.86K
$913K
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
583+ 5.08% |
$65.7K - $85.8K
|
12.1K
$1.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
561+ 11.73% |
$63.2K - $82.6K
|
5.34K
$711K
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
558+ 558.0% |
$62.8K - $82.1K
|
658
$87.6K
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
555+ 26.99% |
$62.5K - $81.7K
|
2.61K
$347K
|
|
|
Oct 31, 2023
Q3 2023
|
Wright Investors Service Inc
|
BUY
|
- |
539+ 1.66% |
$60.7K - $79.3K
|
33.1K
$4.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
534+ 18.57% |
$60.1K - $78.6K
|
3.41K
$454K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
527+ 4.0% |
$59.3K - $77.6K
|
13.7K
$1.82M
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
BUY
|
- |
519+ 2.42% |
$58.4K - $76.4K
|
22K
$2.92M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
517+ 10.18% |
$58.2K - $76.1K
|
5.6K
$745K
|
|
|
Oct 13, 2023
Q3 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
500+ 7.03% |
$56.3K - $73.6K
|
7.62K
$1.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
498+ 13.11% |
$56.1K - $73.3K
|
4.3K
$572K
|
|
|
Oct 18, 2023
Q3 2023
|
Demars Financial Group, LLC
|
BUY
|
- |
489+ 9.82% |
$55.1K - $72K
|
5.47K
$728K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
488+ 7.65% |
$55K - $71.8K
|
6.87K
$914K
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
482+ 0.71% |
$54.3K - $70.9K
|
68.7K
$9.15M
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
469+ 0.55% |
$52.8K - $69K
|
86.2K
$11.5M
|
|
|
Oct 26, 2023
Q3 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
467+ 4.62% |
$52.6K - $68.7K
|
10.6K
$1.41M
|
|
|
Oct 27, 2023
Q3 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
450+ 17.52% |
$50.7K - $66.2K
|
3.02K
$402K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
441New |
$49.7K - $64.9K
|
441
$58.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
440+ 13.5% |
$49.5K - $64.8K
|
3.7K
$492K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
434+ 0.75% |
$48.9K - $63.9K
|
58.5K
$7.79M
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
431+ 4.8% |
$48.5K - $63.4K
|
9.42K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
424+ 8.18% |
$47.7K - $62.4K
|
5.61K
$746K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
424+ 5.97% |
$47.7K - $62.4K
|
7.53K
$1M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
420+ 3.52% |
$47.3K - $61.8K
|
12.4K
$1.64M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
417+ 5.98% |
$47K - $61.4K
|
7.39K
$983K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
410+ 22.37% |
$46.2K - $60.3K
|
2.24K
$298K
|
|
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
BUY
|
- |
409+ 145.04% |
$46.1K - $60.2K
|
691
$92K
|
|
|
Nov 03, 2023
Q3 2023
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
398+ 0.6% |
$44.8K - $58.6K
|
66.5K
$8.85M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
392+ 4.72% |
$44.1K - $57.7K
|
8.7K
$1.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
390+ 2.84% |
$43.9K - $57.4K
|
14.1K
$1.88M
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
390+ 10.66% |
$43.9K - $57.4K
|
4.05K
$539K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
389+ 20.24% |
$43.8K - $57.3K
|
2.31K
$308K
|
|
|
Nov 02, 2023
Q3 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
380New |
$42.8K - $55.9K
|
380
$50.6K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
377+ 0.51% |
$42.5K - $55.5K
|
74.1K
$9.86M
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
372+ 4.83% |
$41.9K - $54.8K
|
8.07K
$1.07M
|
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
368+ 15.38% |
$41.4K - $54.2K
|
2.76K
$367K
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
365+ 1.04% |
$41.1K - $53.7K
|
35.3K
$4.7M
|