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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
498+ 17.74% |
$66.1K - $81.4K
|
3.31K
$440K
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
491+ 16.96% |
$65.2K - $80.3K
|
3.39K
$451K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
488+ 18.03% |
$64.8K - $79.8K
|
3.19K
$425K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
486+ 10.6% |
$64.5K - $79.5K
|
5.07K
$675K
|
|
|
Nov 14, 2024
Q3 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
485+ 6.67% |
$64.4K - $79.3K
|
7.76K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
468+ 2.15% |
$62.2K - $76.5K
|
22.3K
$2.97M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
464+ 13.59% |
$61.6K - $75.9K
|
3.88K
$516K
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
454+ 7.4% |
$60.3K - $74.2K
|
6.59K
$877K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
453+ 48.71% |
$60.2K - $74.1K
|
1.38K
$184K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
453+ 6.25% |
$60.2K - $74.1K
|
7.7K
$1.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
452+ 35.18% |
$60K - $73.9K
|
1.74K
$231K
|
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
448+ 2.99% |
$59.5K - $73.2K
|
15.4K
$2.06M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
448+ 4.12% |
$59.5K - $73.2K
|
11.3K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
446+ 4.51% |
$59.2K - $72.9K
|
10.3K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
443+ 28.73% |
$58.8K - $72.4K
|
1.99K
$264K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
442+ 0.81% |
$58.7K - $72.3K
|
55.2K
$7.35M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
431+ 6.19% |
$57.2K - $70.5K
|
7.39K
$983K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
425+ 14.21% |
$56.4K - $69.5K
|
3.42K
$455K
|
|
|
Oct 16, 2024
Q3 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
424+ 3.34% |
$56.3K - $69.3K
|
13.1K
$1.75M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
424+ 18.2% |
$56.3K - $69.3K
|
2.75K
$367K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
418+ 1.84% |
$55.5K - $68.3K
|
23.2K
$3.08M
|
|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
407+ 23.98% |
$54.1K - $66.5K
|
2.1K
$280K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
407+ 18.15% |
$54.1K - $66.5K
|
2.65K
$353K
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
BUY
|
- |
404+ 4.34% |
$53.7K - $66K
|
9.72K
$1.29M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
395+ 26.98% |
$52.5K - $64.6K
|
1.86K
$247K
|
|
|
Oct 22, 2024
Q3 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
385+ 0.81% |
$51.1K - $62.9K
|
48K
$6.39M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
371New |
$49.3K - $60.7K
|
371
$49.4K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
368+ 10.63% |
$48.9K - $60.2K
|
3.83K
$510K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
364+ 2.37% |
$48.3K - $59.5K
|
15.7K
$2.09M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
363+ 3.3% |
$48.2K - $59.3K
|
11.4K
$1.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
359+ 11.48% |
$47.7K - $58.7K
|
3.49K
$464K
|
|
|
Nov 14, 2024
Q3 2024
|
Kadensa Capital LTD
Central, K3 |
BUY
|
- |
358+ 0.54% |
$47.5K - $58.5K
|
66.8K
$8.89M
|
|
|
Oct 18, 2024
Q3 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
350+ 5.08% |
$46.5K - $57.2K
|
7.24K
$963K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
345+ 6.81% |
$45.8K - $56.4K
|
5.41K
$720K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
340+ 22.28% |
$45.2K - $55.6K
|
1.87K
$248K
|
|
|
Oct 28, 2024
Q3 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
340+ 7.72% |
$45.2K - $55.6K
|
4.74K
$631K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
340+ 3.23% |
$45.2K - $55.6K
|
10.9K
$1.45M
|
|
|
Oct 22, 2024
Q3 2024
|
X Square Capital, LLC
|
BUY
|
- |
323+ 2.11% |
$42.9K - $52.8K
|
15.6K
$2.08M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
321+ 13.74% |
$42.6K - $52.5K
|
2.66K
$354K
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
319+ 0.37% |
$42.4K - $52.2K
|
85.8K
$11.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
317+ 126.29% |
$42.1K - $51.8K
|
568
$75.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
305+ 2.38% |
$40.5K - $49.9K
|
13.1K
$1.75M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
304+ 1.21% |
$40.4K - $49.7K
|
25.5K
$3.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
302+ 9.17% |
$40.1K - $49.4K
|
3.6K
$479K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
301+ 5.7% |
$40K - $49.2K
|
5.59K
$743K
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
300New |
$39.8K - $49K
|
300
$39.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
300+ 104.9% |
$39.8K - $49K
|
586
$78K
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
298+ 16.65% |
$39.6K - $48.7K
|
2.09K
$278K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
297+ 3.01% |
$39.4K - $48.6K
|
10.2K
$1.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
297+ 5.59% |
$39.4K - $48.6K
|
5.61K
$747K
|