Purchases and Sales Made in Q4 2024 in Valero Energy Corp (VLO)
This table provides information about the institutional ownership of Valero Energy Corp (VLO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
1.51K+ 7.42% |
$180K - $218K
|
21.9K
$2.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.51K+ 31.11% |
$178K - $217K
|
6.34K
$844K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.49K+ 1.86% |
$177K - $215K
|
81.7K
$10.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.46K+ 17.26% |
$173K - $211K
|
9.94K
$1.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.46K+ 7.03% |
$173K - $211K
|
22.3K
$2.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.46K+ 11.12% |
$173K - $210K
|
14.6K
$1.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.44K+ 34.47% |
$171K - $207K
|
5.62K
$748K
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
1.44K+ 2.84% |
$170K - $207K
|
52.1K
$6.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.43K+ 82.56% |
$170K - $207K
|
3.17K
$422K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.41K+ 53.2% |
$167K - $202K
|
4.05K
$539K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.36K+ 13.36% |
$161K - $196K
|
11.5K
$1.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
1.35K+ 4.29% |
$160K - $194K
|
32.8K
$4.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.34K+ 16.09% |
$159K - $193K
|
9.67K
$1.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.34K+ 26.47% |
$159K - $193K
|
6.39K
$851K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.31K+ 40.82% |
$156K - $189K
|
4.53K
$602K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.31K+ 0.98% |
$155K - $189K
|
135K
$18M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.29K+ 179.22% |
$152K - $185K
|
2K
$266K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
1.24K+ 30.59% |
$146K - $178K
|
5.27K
$702K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
1.21KNew |
$144K - $175K
|
1.21K
$162K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
1.21K+ 69.78% |
$143K - $174K
|
2.94K
$392K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.21K+ 10.16% |
$143K - $174K
|
13.1K
$1.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.19K+ 4.04% |
$142K - $172K
|
30.7K
$4.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
1.18K+ 3.45% |
$140K - $171K
|
35.5K
$4.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
1.17K+ 6.68% |
$139K - $169K
|
18.8K
$2.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.14K+ 39.76% |
$135K - $164K
|
4K
$532K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.09K+ 2.16% |
$129K - $156K
|
51.3K
$6.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.07K+ 6.24% |
$127K - $154K
|
18.2K
$2.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.05K+ 7.98% |
$124K - $151K
|
14.2K
$1.89M
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1K+ 6.87% |
$119K - $144K
|
15.6K
$2.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
999+ 11.7% |
$118K - $144K
|
9.54K
$1.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
995+ 43.28% |
$118K - $143K
|
3.29K
$438K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
975+ 780.0% |
$116K - $140K
|
1.1K
$146K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
950+ 5.67% |
$113K - $137K
|
17.7K
$2.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
920+ 32.1% |
$109K - $132K
|
3.79K
$504K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
917+ 8.44% |
$109K - $132K
|
11.8K
$1.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
905+ 43.34% |
$107K - $130K
|
2.99K
$398K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
900New |
$107K - $130K
|
900
$120K
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
BUY
|
- |
900+ 28.13% |
$107K - $130K
|
4.1K
$546K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
872+ 24.76% |
$103K - $126K
|
4.39K
$585K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
846+ 25.97% |
$100K - $122K
|
4.1K
$546K
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
825+ 4.33% |
$97.8K - $119K
|
19.9K
$2.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
800+ 20.62% |
$94.9K - $115K
|
4.68K
$623K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
791+ 27.0% |
$93.8K - $114K
|
3.72K
$495K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
781+ 19.39% |
$92.6K - $112K
|
4.81K
$640K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
777+ 19.97% |
$92.1K - $112K
|
4.67K
$621K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
776+ 8.04% |
$92K - $112K
|
10.4K
$1.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
774+ 1.96% |
$91.8K - $111K
|
40.2K
$5.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
761+ 7.0% |
$90.2K - $110K
|
11.6K
$1.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
754+ 34.01% |
$89.4K - $109K
|
2.97K
$395K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
749+ 3.08% |
$88.8K - $108K
|
25K
$3.33M
|