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 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
245+ 9.97% |
$29.4K - $33.8K
|
2.7K
$294K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
241+ 9.4% |
$28.9K - $33.3K
|
2.81K
$305K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
241+ 7.88% |
$28.9K - $33.3K
|
3.3K
$359K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
240+ 3.89% |
$28.8K - $33.1K
|
6.4K
$697K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
239+ 7.32% |
$28.7K - $33K
|
3.51K
$381K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
237+ 1.41% |
$28.4K - $32.7K
|
17K
$1.85M
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
236+ 0.81% |
$28.3K - $32.6K
|
29.3K
$3.18M
|
|
|
Jan 17, 2024
Q4 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
233+ 0.51% |
$27.9K - $32.2K
|
45.5K
$4.95M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
231+ 0.16% |
$27.7K - $31.9K
|
147K
$16M
|
|
|
Feb 06, 2024
Q4 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
220+ 2.43% |
$26.4K - $30.4K
|
9.28K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
220+ 0.42% |
$26.4K - $30.4K
|
53.1K
$5.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
213+ 7.55% |
$25.5K - $29.4K
|
3.03K
$330K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
209+ 10.11% |
$25.1K - $28.9K
|
2.28K
$248K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
205+ 1.77% |
$24.6K - $28.3K
|
11.8K
$1.28M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
200+ 4.33% |
$24K - $27.6K
|
4.82K
$525K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
200New |
$24K - $27.6K
|
200
$21.8K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
200+ 0.64% |
$24K - $27.6K
|
31.4K
$3.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
200+ 13.33% |
$24K - $27.6K
|
1.7K
$185K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
200+ 9.46% |
$24K - $27.6K
|
2.31K
$252K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
200New |
$24K - $27.6K
|
200
$21.8K
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
199+ 14.14% |
$23.9K - $27.5K
|
1.61K
$175K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
199+ 0.54% |
$23.9K - $27.5K
|
36.9K
$4.01M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
197+ 5.13% |
$23.6K - $27.2K
|
4.03K
$439K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
194+ 2.37% |
$23.3K - $26.8K
|
8.36K
$910K
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
184+ 11.65% |
$22.1K - $25.4K
|
1.76K
$192K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
183+ 3.23% |
$21.9K - $25.3K
|
5.85K
$637K
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
BUY
|
- |
181+ 3.22% |
$21.7K - $25K
|
5.8K
$632K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
179+ 9.03% |
$21.5K - $24.7K
|
2.16K
$235K
|
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
174New |
$20.9K - $24K
|
174
$18.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
171+ 6.56% |
$20.5K - $23.6K
|
2.78K
$302K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
171+ 8.37% |
$20.5K - $23.6K
|
2.21K
$241K
|
|
|
Jan 26, 2024
Q4 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
168+ 1.01% |
$20.1K - $23.2K
|
16.8K
$1.83M
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
165+ 1.78% |
$19.8K - $22.8K
|
9.42K
$1.02M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
164New |
$19.7K - $22.6K
|
164
$17.8K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
162+ 11.61% |
$19.4K - $22.4K
|
1.56K
$169K
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
160New |
$19.2K - $22.1K
|
160
$17.4K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
160New |
$19.2K - $22.1K
|
160
$17.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
159New |
$19.1K - $22K
|
159
$17.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
157New |
$18.8K - $21.7K
|
157
$17.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
157+ 8.12% |
$18.8K - $21.7K
|
2.09K
$227K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
154+ 4.1% |
$18.5K - $21.3K
|
3.91K
$425K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
154+ 1.63% |
$18.5K - $21.3K
|
9.61K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
152+ 4.62% |
$18.2K - $21K
|
3.44K
$375K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
150+ 89.29% |
$18K - $20.7K
|
318
$34.6K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
150+ 5.76% |
$18K - $20.7K
|
2.76K
$300K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
149+ 3.09% |
$17.9K - $20.6K
|
4.98K
$542K
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
BUY
|
- |
145+ 2.25% |
$17.4K - $20K
|
6.6K
$718K
|
|
|
Feb 13, 2024
Q4 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
144+ 2.4% |
$17.3K - $19.9K
|
6.14K
$669K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
BUY
|
- |
139+ 5.51% |
$16.7K - $19.2K
|
2.66K
$290K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
137New |
$16.4K - $18.9K
|
137
$14.9K
|