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 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
169+ 1.12% |
$22.4K - $27.6K
|
15.2K
$2.02M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
159+ 3.9% |
$21.1K - $26K
|
4.23K
$563K
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
157+ 5.66% |
$20.9K - $25.7K
|
2.93K
$390K
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
155+ 5.23% |
$20.6K - $25.3K
|
3.12K
$415K
|
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
148+ 1.5% |
$19.7K - $24.2K
|
10K
$1.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
148+ 2.49% |
$19.7K - $24.2K
|
6.09K
$810K
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
146+ 1.55% |
$19.4K - $23.9K
|
9.59K
$1.28M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
143+ 89.38% |
$19K - $23.4K
|
303
$40.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
142+ 2.93% |
$18.9K - $23.2K
|
5K
$665K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
140+ 5.68% |
$18.6K - $22.9K
|
2.6K
$346K
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
138+ 0.28% |
$18.3K - $22.6K
|
49.6K
$6.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
137+ 7.78% |
$18.2K - $22.4K
|
1.9K
$253K
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
BUY
|
- |
135+ 3.25% |
$17.9K - $22.1K
|
4.29K
$570K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
134+ 2.17% |
$17.8K - $21.9K
|
6.3K
$839K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
134+ 0.3% |
$17.8K - $21.9K
|
45.5K
$6.06M
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
133+ 0.39% |
$17.7K - $21.7K
|
33.8K
$4.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
126+ 1.51% |
$16.7K - $20.6K
|
8.49K
$1.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
123+ 34.65% |
$16.3K - $20.1K
|
478
$63.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
121+ 0.86% |
$16.1K - $19.8K
|
14.2K
$1.89M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
119+ 0.88% |
$15.8K - $19.5K
|
13.6K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
109+ 0.67% |
$14.5K - $17.8K
|
16.4K
$2.18M
|
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
BUY
|
- |
107+ 0.71% |
$14.2K - $17.5K
|
15.1K
$2.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
105+ 1.98% |
$13.9K - $17.2K
|
5.4K
$718K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
104+ 2.75% |
$13.8K - $17K
|
3.89K
$518K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
104+ 18.09% |
$13.8K - $17K
|
679
$90.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
100+ 3.62% |
$13.3K - $16.3K
|
2.86K
$381K
|
|
|
Nov 14, 2024
Q3 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
99+ 5.24% |
$13.1K - $16.2K
|
1.99K
$265K
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
97+ 0.81% |
$12.9K - $15.9K
|
12.1K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
96+ 5.06% |
$12.7K - $15.7K
|
1.99K
$265K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
94+ 0.84% |
$12.5K - $15.4K
|
11.3K
$1.51M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
93+ 21.73% |
$12.4K - $15.2K
|
521
$69.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
93+ 3.6% |
$12.4K - $15.2K
|
2.68K
$356K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
93+ 310.0% |
$12.4K - $15.2K
|
123
$16.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
93New |
$12.4K - $15.2K
|
93
$12.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
93New |
$12.4K - $15.2K
|
93
$12.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
91New |
$12.1K - $14.9K
|
91
$12.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
91+ 1.13% |
$12.1K - $14.9K
|
8.13K
$1.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
89+ 4.96% |
$11.8K - $14.5K
|
1.88K
$251K
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
85+ 6.37% |
$11.3K - $13.9K
|
1.42K
$189K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
85+ 3.57% |
$11.3K - $13.9K
|
2.47K
$328K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
83New |
$11K - $13.6K
|
83
$11K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
82+ 4.68% |
$10.9K - $13.4K
|
1.83K
$244K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
81+ 4.98% |
$10.8K - $13.2K
|
1.71K
$227K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
81+ 0.06% |
$10.8K - $13.2K
|
133K
$17.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
80+ 2.92% |
$10.6K - $13.1K
|
2.82K
$375K
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
77+ 0.4% |
$10.2K - $12.6K
|
19.2K
$2.55M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
76+ 2.29% |
$10.1K - $12.4K
|
3.4K
$452K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
75+ 1.57% |
$9.96K - $12.3K
|
4.85K
$646K
|
|
|
Nov 14, 2024
Q3 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
75+ 0.86% |
$9.96K - $12.3K
|
8.78K
$1.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
BUY
|
- |
74+ 2.72% |
$9.83K - $12.1K
|
2.8K
$372K
|