Purchases and Sales Made in Q4 2023 in Valero Energy Corp (VLO)
This table provides information about the institutional ownership of Valero Energy Corp (VLO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
450+ 218.45% |
$54K - $62.1K
|
656
$71.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
448+ 10.47% |
$53.7K - $61.9K
|
4.73K
$515K
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
440+ 0.75% |
$52.8K - $60.8K
|
59K
$6.42M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
425+ 0.31% |
$51K - $58.7K
|
137K
$15M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
422+ 3.6% |
$50.6K - $58.3K
|
12.1K
$1.32M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
417+ 4.87% |
$50K - $57.6K
|
8.98K
$978K
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
415+ 10.24% |
$49.8K - $57.3K
|
4.47K
$486K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
408+ 93.15% |
$48.9K - $56.3K
|
846
$92.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
400+ 3.37% |
$48K - $55.2K
|
12.3K
$1.33M
|
|
|
Aug 13, 2024
Q4 2023
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
400+ 14.48% |
$48K - $55.2K
|
3.16K
$344K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
398+ 17.74% |
$47.7K - $55K
|
2.64K
$287K
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
394+ 4.77% |
$47.2K - $54.4K
|
8.66K
$943K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
390+ 4.23% |
$46.8K - $53.9K
|
9.6K
$1.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
380+ 11.26% |
$45.6K - $52.5K
|
3.76K
$409K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
367+ 2.94% |
$44K - $50.7K
|
12.9K
$1.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
362+ 0.64% |
$43.4K - $50K
|
56.6K
$6.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
359+ 0.83% |
$43.1K - $49.6K
|
43.4K
$4.73M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
355New |
$42.6K - $49K
|
355
$38.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
352+ 4.59% |
$42.2K - $48.6K
|
8.01K
$872K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
348+ 6.51% |
$41.7K - $48.1K
|
5.69K
$620K
|
|
|
Feb 14, 2024
Q4 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
343+ 9.88% |
$41.1K - $47.4K
|
3.81K
$415K
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
338+ 1.56% |
$40.5K - $46.7K
|
22K
$2.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
333+ 12.21% |
$39.9K - $46K
|
3.06K
$333K
|
|
|
Feb 12, 2024
Q4 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
330+ 2.92% |
$39.6K - $45.6K
|
11.6K
$1.27M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
323+ 4.67% |
$38.7K - $44.6K
|
7.24K
$788K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
323+ 3.35% |
$38.7K - $44.6K
|
9.96K
$1.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
319New |
$38.3K - $44.1K
|
319
$34.7K
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
318+ 3.01% |
$38.1K - $43.9K
|
10.9K
$1.19M
|
|
|
Jan 11, 2024
Q4 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
315+ 14.87% |
$37.8K - $43.5K
|
2.43K
$265K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
315+ 2.56% |
$37.8K - $43.5K
|
12.6K
$1.37M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
314+ 3.49% |
$37.7K - $43.4K
|
9.32K
$1.01M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
313+ 4.14% |
$37.5K - $43.2K
|
7.87K
$857K
|
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
311+ 8.86% |
$37.3K - $42.9K
|
3.82K
$416K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
296New |
$35.5K - $40.9K
|
296
$32.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
294+ 2.45% |
$35.3K - $40.6K
|
12.3K
$1.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
291+ 3.29% |
$34.9K - $40.2K
|
9.14K
$995K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
286New |
$34.3K - $39.5K
|
286
$31.1K
|
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
285+ 12.13% |
$34.2K - $39.4K
|
2.64K
$287K
|
|
|
Jan 09, 2024
Q4 2023
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
284+ 0.88% |
$34.1K - $39.2K
|
32.7K
$3.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
284+ 9.8% |
$34.1K - $39.2K
|
3.18K
$346K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
283+ 15.05% |
$33.9K - $39.1K
|
2.16K
$235K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
283+ 2.44% |
$33.9K - $39.1K
|
11.9K
$1.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
278New |
$33.3K - $38.4K
|
278
$30.3K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
268New |
$32.1K - $37K
|
268
$29.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
264+ 1.0% |
$31.7K - $36.5K
|
26.8K
$2.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
259+ 6.0% |
$31.1K - $35.8K
|
4.58K
$498K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
259+ 6.21% |
$31.1K - $35.8K
|
4.43K
$482K
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
255+ 9.96% |
$30.6K - $35.2K
|
2.82K
$306K
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
252+ 2.9% |
$30.2K - $34.8K
|
8.95K
$974K
|
|
|
Jan 23, 2024
Q4 2023
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
250+ 10.0% |
$30K - $34.5K
|
2.75K
$299K
|