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 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
631+ 20.45% |
$75.7K - $87.1K
|
3.72K
$495K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
628+ 3.45% |
$75.3K - $86.7K
|
18.8K
$2.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
626+ 5.4% |
$75.1K - $86.4K
|
12.2K
$1.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
617+ 9.7% |
$74K - $85.2K
|
6.98K
$928K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
614+ 70.98% |
$73.6K - $84.8K
|
1.48K
$197K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
613+ 18.6% |
$73.5K - $84.6K
|
3.91K
$520K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
608New |
$72.9K - $84K
|
608
$80.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
605+ 11.0% |
$72.6K - $83.5K
|
6.1K
$812K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
603New |
$72.3K - $83.3K
|
603
$80.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
599+ 2.8% |
$71.8K - $82.7K
|
22K
$2.93M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
593New |
$71.1K - $81.9K
|
593
$78.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
589+ 2.3% |
$70.6K - $81.3K
|
26.2K
$3.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
582New |
$69.8K - $80.4K
|
582
$77.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
573+ 5.91% |
$68.7K - $79.1K
|
10.3K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
573+ 1.89% |
$68.7K - $79.1K
|
30.8K
$4.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
570+ 1.63% |
$68.4K - $78.7K
|
35.5K
$4.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
564+ 0.37% |
$67.6K - $77.9K
|
154K
$20.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
561+ 2.8% |
$67.3K - $77.5K
|
20.6K
$2.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
553+ 0.96% |
$66.3K - $76.4K
|
58K
$7.72M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
552+ 1.0% |
$66.2K - $76.2K
|
55.6K
$7.39M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
547+ 21.82% |
$65.6K - $75.5K
|
3.05K
$406K
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
545+ 4.03% |
$65.4K - $75.3K
|
14.1K
$1.87M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
544+ 21.86% |
$65.2K - $75.1K
|
3.03K
$404K
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
541+ 19.32% |
$64.9K - $74.7K
|
3.34K
$445K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
540+ 4153.85% |
$64.8K - $74.6K
|
553
$73.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
539+ 27.22% |
$64.6K - $74.4K
|
2.52K
$335K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
537+ 3.6% |
$64.4K - $74.2K
|
15.5K
$2.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
537+ 1.01% |
$64.4K - $74.2K
|
53.7K
$7.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
530+ 5.47% |
$63.6K - $73.2K
|
10.2K
$1.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
529+ 15.7% |
$63.4K - $73K
|
3.9K
$519K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
526+ 7.66% |
$63.1K - $72.6K
|
7.39K
$984K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
521+ 19.45% |
$62.5K - $71.9K
|
3.2K
$426K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
513+ 11.07% |
$61.5K - $70.8K
|
5.15K
$685K
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
500+ 15.96% |
$60K - $69K
|
3.63K
$483K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
500+ 438.6% |
$60K - $69K
|
614
$81.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
496+ 21.39% |
$59.5K - $68.5K
|
2.82K
$375K
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
487+ 2.55% |
$58.4K - $67.2K
|
19.6K
$2.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
484+ 4.16% |
$58K - $66.8K
|
12.1K
$1.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
482+ 32.48% |
$57.8K - $66.6K
|
1.97K
$262K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
479+ 33.4% |
$57.4K - $66.1K
|
1.91K
$255K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
478+ 4.26% |
$57.3K - $66K
|
11.7K
$1.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
478+ 6.86% |
$57.3K - $66K
|
7.45K
$991K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
476New |
$57.1K - $65.7K
|
476
$63.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
470+ 20.95% |
$56.4K - $64.9K
|
2.71K
$361K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
466+ 7.93% |
$55.9K - $64.3K
|
6.34K
$844K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
465+ 69.4% |
$55.8K - $64.2K
|
1.14K
$151K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
461+ 67.01% |
$55.3K - $63.7K
|
1.15K
$153K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
455+ 32.22% |
$54.6K - $62.8K
|
1.87K
$248K
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
450+ 7.39% |
$54K - $62.1K
|
6.54K
$870K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
450+ 218.45% |
$54K - $62.1K
|
656
$87.3K
|