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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-520- 5.56% |
$62.4K - $71.8K
|
8.83K
$1.17M
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-524- 25.23% |
$62.8K - $72.4K
|
1.55K
$207K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-536- 1.47% |
$64.3K - $74K
|
35.8K
$4.77M
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-537- 3.55% |
$64.4K - $74.2K
|
14.6K
$1.94M
|
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-550- 3.08% |
$66K - $75.9K
|
17.3K
$2.31M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-565- 10.55% |
$67.8K - $78K
|
4.79K
$637K
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-565- 4.21% |
$67.8K - $78K
|
12.9K
$1.71M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-568- 9.06% |
$68.1K - $78.4K
|
5.7K
$759K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-570- 3.82% |
$68.4K - $78.7K
|
14.4K
$1.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-570- 3.59% |
$68.4K - $78.7K
|
15.3K
$2.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-576Closed |
$69.1K - $79.5K
|
0
$0
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-582- 86.48% |
$69.8K - $80.4K
|
91
$12.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-584- 5.7% |
$70K - $80.6K
|
9.65K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-591- 18.87% |
$70.9K - $81.6K
|
2.54K
$338K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-598- 10.69% |
$71.7K - $82.6K
|
5K
$665K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-600- 44.74% |
$72K - $82.9K
|
741
$98.6K
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-602- 26.95% |
$72.2K - $83.1K
|
1.63K
$217K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-633- 11.24% |
$75.9K - $87.4K
|
5K
$666K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-663- 3.85% |
$79.5K - $91.6K
|
16.6K
$2.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-665- 0.77% |
$79.7K - $91.8K
|
85.6K
$11.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Oak Thistle LLC
|
SELL
|
- |
-669- 22.33% |
$80.2K - $92.4K
|
2.33K
$310K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-677- 3.5% |
$81.2K - $93.5K
|
18.7K
$2.49M
|
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-692- 2.03% |
$83K - $95.6K
|
33.5K
$4.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-692- 2.55% |
$83K - $95.6K
|
26.4K
$3.52M
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-694- 25.82% |
$83.2K - $95.8K
|
1.99K
$265K
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-726- 17.72% |
$87.1K - $100K
|
3.37K
$448K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-733- 92.32% |
$87.9K - $101K
|
61
$8.12K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-744- 27.03% |
$89.2K - $103K
|
2.01K
$267K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-753- 12.86% |
$90.3K - $104K
|
5.1K
$679K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-753- 5.15% |
$90.3K - $104K
|
13.9K
$1.84M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-764- 11.54% |
$91.6K - $106K
|
5.86K
$779K
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-765- 7.98% |
$91.7K - $106K
|
8.82K
$1.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-774- 2.26% |
$92.8K - $107K
|
33.5K
$4.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-785- 12.93% |
$94.1K - $108K
|
5.29K
$703K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-791- 20.18% |
$94.9K - $109K
|
3.13K
$416K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-796- 2.18% |
$95.5K - $110K
|
35.8K
$4.76M
|
|
|
Feb 01, 2024
Q4 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-797- 2.39% |
$95.6K - $110K
|
32.5K
$4.33M
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-804- 3.19% |
$96.4K - $111K
|
24.4K
$3.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-831- 33.07% |
$99.7K - $115K
|
1.68K
$224K
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-856- 9.82% |
$103K - $118K
|
7.87K
$1.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-892- 6.53% |
$107K - $123K
|
12.8K
$1.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-893- 11.86% |
$107K - $123K
|
6.64K
$883K
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-900- 31.44% |
$108K - $124K
|
1.96K
$261K
|
|
|
Feb 13, 2024
Q4 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-900- 23.56% |
$108K - $124K
|
2.92K
$389K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-914- 32.14% |
$110K - $126K
|
1.93K
$257K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-946- 9.78% |
$113K - $131K
|
8.73K
$1.16M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-975- 18.78% |
$117K - $135K
|
4.22K
$561K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-993- 1.16% |
$119K - $137K
|
84.6K
$11.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-994- 31.95% |
$119K - $137K
|
2.12K
$282K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1K- 25.0% |
$120K - $138K
|
3K
$399K
|