Purchases and Sales Made in Q3 2024 in Valero Energy Corp (VLO)
This table provides information about the institutional ownership of Valero Energy Corp (VLO) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
285+ 9.5% |
$37.9K - $46.6K
|
3.29K
$437K
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
285New |
$37.9K - $46.6K
|
285
$37.9K
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
283+ 4.42% |
$37.6K - $46.3K
|
6.68K
$889K
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
280+ 22.45% |
$37.2K - $45.8K
|
1.53K
$203K
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
280+ 1.42% |
$37.2K - $45.8K
|
19.9K
$2.65M
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
278New |
$36.9K - $45.4K
|
278
$37K
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
277+ 20.28% |
$36.8K - $45.3K
|
1.64K
$219K
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
277New |
$36.8K - $45.3K
|
277
$36.9K
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
273+ 2.1% |
$36.3K - $44.6K
|
13.3K
$1.76M
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
270+ 2.69% |
$35.9K - $44.1K
|
10.3K
$1.37M
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
269+ 7.64% |
$35.7K - $44K
|
3.79K
$504K
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
261+ 2.76% |
$34.7K - $42.7K
|
9.73K
$1.3M
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
260+ 24.79% |
$34.5K - $42.5K
|
1.31K
$174K
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
259+ 4.18% |
$34.4K - $42.3K
|
6.46K
$859K
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
258+ 2.23% |
$34.3K - $42.2K
|
11.8K
$1.57M
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
255+ 5.39% |
$33.9K - $41.7K
|
4.99K
$664K
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
252+ 7.71% |
$33.5K - $41.2K
|
3.52K
$469K
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
250New |
$33.2K - $40.9K
|
250
$33.3K
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
250+ 3.44% |
$33.2K - $40.9K
|
7.52K
$1M
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
239New |
$31.7K - $39.1K
|
239
$31.8K
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
BUY
|
- |
235+ 3.09% |
$31.2K - $38.4K
|
7.85K
$1.04M
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
235+ 0.63% |
$31.2K - $38.4K
|
37.4K
$4.97M
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
232+ 9.25% |
$30.8K - $37.9K
|
2.74K
$365K
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
227+ 2.5% |
$30.1K - $37.1K
|
9.33K
$1.24M
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
225+ 3.79% |
$29.9K - $36.8K
|
6.16K
$820K
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
215+ 10.18% |
$28.6K - $35.1K
|
2.33K
$310K
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
214+ 4.66% |
$28.4K - $35K
|
4.81K
$640K
|
|
Nov 13, 2024
Q3 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
213+ 5.07% |
$28.3K - $34.8K
|
4.41K
$587K
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
210+ 6.92% |
$27.9K - $34.3K
|
3.24K
$432K
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
209+ 12.05% |
$27.8K - $34.2K
|
1.94K
$259K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
208New |
$27.6K - $34K
|
208
$27.7K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
204+ 6.32% |
$27.1K - $33.3K
|
3.43K
$456K
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
200+ 3.5% |
$26.6K - $32.7K
|
5.91K
$787K
|
|
Feb 05, 2025
Q3 2024
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
200+ 16.0% |
$26.6K - $32.7K
|
1.45K
$193K
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
197+ 4.54% |
$26.2K - $32.2K
|
4.53K
$603K
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
193+ 9.28% |
$25.6K - $31.6K
|
2.27K
$302K
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
189+ 2.59% |
$25.1K - $30.9K
|
7.47K
$995K
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
187+ 8.88% |
$24.8K - $30.6K
|
2.29K
$305K
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
187+ 0.97% |
$24.8K - $30.6K
|
19.5K
$2.6M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
185+ 5.38% |
$24.6K - $30.2K
|
3.63K
$483K
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
183+ 196.77% |
$24.3K - $29.9K
|
276
$36.7K
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
181+ 3.45% |
$24K - $29.6K
|
5.43K
$722K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
178+ 10.46% |
$23.6K - $29.1K
|
1.88K
$250K
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
178+ 2.42% |
$23.6K - $29.1K
|
7.54K
$1M
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
178+ 5.5% |
$23.6K - $29.1K
|
3.42K
$454K
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
177+ 3.92% |
$23.5K - $28.9K
|
4.7K
$625K
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
177+ 1.13% |
$23.5K - $28.9K
|
15.8K
$2.1M
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
176+ 0.22% |
$23.4K - $28.8K
|
80.2K
$10.7M
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
173+ 10.47% |
$23K - $28.3K
|
1.83K
$243K
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
171+ 8.52% |
$22.7K - $28K
|
2.18K
$290K
|