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
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
73+ 1.5% |
$9.7K - $11.9K
|
4.94K
$657K
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
73+ 4.78% |
$9.7K - $11.9K
|
1.6K
$213K
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
72+ 2.24% |
$9.56K - $11.8K
|
3.29K
$438K
|
|
Nov 13, 2024
Q3 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
72New |
$9.56K - $11.8K
|
72
$9.58K
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
71+ 2.23% |
$9.43K - $11.6K
|
3.26K
$434K
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
71+ 0.8% |
$9.43K - $11.6K
|
8.94K
$1.19M
|
|
Nov 12, 2024
Q3 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
71+ 0.12% |
$9.43K - $11.6K
|
58.6K
$7.8M
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
69+ 4.48% |
$9.16K - $11.3K
|
1.61K
$214K
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
69+ 4.34% |
$9.16K - $11.3K
|
1.66K
$221K
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
64+ 4.19% |
$8.5K - $10.5K
|
1.59K
$212K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
63+ 1.53% |
$8.37K - $10.3K
|
4.19K
$558K
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
63+ 1.33% |
$8.37K - $10.3K
|
4.82K
$641K
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
62New |
$8.23K - $10.1K
|
62
$8.25K
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
62+ 0.67% |
$8.23K - $10.1K
|
9.33K
$1.24M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
61+ 1.78% |
$8.1K - $9.97K
|
3.48K
$463K
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
61+ 1.62% |
$8.1K - $9.97K
|
3.83K
$509K
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
60+ 0.67% |
$7.97K - $9.81K
|
8.99K
$1.2M
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
56New |
$7.44K - $9.15K
|
56
$7.45K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
55+ 0.32% |
$7.3K - $8.99K
|
17.1K
$2.28M
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
55+ 15.94% |
$7.3K - $8.99K
|
400
$53.2K
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
55+ 1.63% |
$7.3K - $8.99K
|
3.43K
$456K
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
54+ 2.44% |
$7.17K - $8.83K
|
2.27K
$302K
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
53+ 2.47% |
$7.04K - $8.66K
|
2.2K
$292K
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
51+ 1.24% |
$6.77K - $8.34K
|
4.17K
$555K
|
|
Nov 15, 2024
Q3 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
50New |
$6.64K - $8.17K
|
50
$6.65K
|
|
Nov 06, 2024
Q3 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
48+ 0.48% |
$6.37K - $7.85K
|
10K
$1.34M
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
46+ 418.18% |
$6.11K - $7.52K
|
57
$7.59K
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
44+ 0.56% |
$5.84K - $7.19K
|
7.93K
$1.05M
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
44+ 1.2% |
$5.84K - $7.19K
|
3.72K
$495K
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
43+ 0.65% |
$5.71K - $7.03K
|
6.64K
$883K
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
40+ 1.44% |
$5.31K - $6.54K
|
2.83K
$376K
|
|
Jan 28, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
40New |
$5.31K - $6.54K
|
40
$5.32K
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
40New |
$5.31K - $6.54K
|
40
$5.32K
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
39+ 0.27% |
$5.18K - $6.38K
|
14.3K
$1.91M
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
38New |
$5.05K - $6.21K
|
38
$5.06K
|
|
Nov 14, 2024
Q3 2024
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
38+ 0.36% |
$5.05K - $6.21K
|
10.5K
$1.4M
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
37+ 740.0% |
$4.91K - $6.05K
|
42
$5.59K
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
36+ 180.0% |
$4.78K - $5.89K
|
56
$7.45K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
35+ 5.09% |
$4.65K - $5.72K
|
722
$96.1K
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
35+ 5.12% |
$4.65K - $5.72K
|
719
$95.7K
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
34+ 4.82% |
$4.52K - $5.56K
|
740
$98.5K
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
33+ 1.43% |
$4.38K - $5.39K
|
2.34K
$312K
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
32+ 3.96% |
$4.25K - $5.23K
|
840
$112K
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
32+ 3.41% |
$4.25K - $5.23K
|
971
$129K
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
32+ 32.0% |
$4.25K - $5.23K
|
132
$17.6K
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
31+ 1.13% |
$4.12K - $5.07K
|
2.78K
$369K
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
29+ 38.67% |
$3.85K - $4.74K
|
104
$13.8K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
29+ 0.66% |
$3.85K - $4.74K
|
4.42K
$588K
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
28+ 0.33% |
$3.72K - $4.58K
|
8.51K
$1.13M
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
27+ 0.22% |
$3.59K - $4.41K
|
12.5K
$1.67M
|