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 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
745New |
$88.3K - $107K
|
745
$99.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
723New |
$85.7K - $104K
|
723
$96.2K
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
717+ 2.49% |
$85K - $103K
|
29.5K
$3.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
711+ 14.79% |
$84.3K - $102K
|
5.52K
$734K
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
710+ 1.48% |
$84.2K - $102K
|
48.7K
$6.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
706+ 2.58% |
$83.7K - $102K
|
28K
$3.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
702+ 8.86% |
$83.3K - $101K
|
8.63K
$1.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
696+ 4.43% |
$82.5K - $100K
|
16.4K
$2.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
689+ 9.33% |
$81.7K - $99.2K
|
8.07K
$1.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
672+ 2.4% |
$79.7K - $96.8K
|
28.7K
$3.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
661+ 1.95% |
$78.4K - $95.2K
|
34.5K
$4.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
653+ 10.09% |
$77.4K - $94K
|
7.13K
$948K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
646+ 20.23% |
$76.6K - $93K
|
3.84K
$511K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
645+ 12.77% |
$76.5K - $92.9K
|
5.7K
$758K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
635+ 36.58% |
$75.3K - $91.5K
|
2.37K
$316K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
634New |
$75.2K - $91.3K
|
634
$84.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
628+ 12.95% |
$74.5K - $90.4K
|
5.48K
$729K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
624+ 1.49% |
$74K - $89.9K
|
42.4K
$5.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
624+ 26.15% |
$74K - $89.9K
|
3.01K
$401K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
600+ 2.51% |
$71.2K - $86.4K
|
24.6K
$3.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
599+ 10.34% |
$71K - $86.3K
|
6.39K
$851K
|
|
|
Jan 13, 2025
Q4 2024
|
Adams Asset Advisors, LLC
|
BUY
|
- |
587+ 0.83% |
$69.6K - $84.5K
|
71.7K
$9.54M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
587+ 4.6% |
$69.6K - $84.5K
|
13.4K
$1.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
581+ 32.66% |
$68.9K - $83.7K
|
2.36K
$314K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
545New |
$64.6K - $78.5K
|
545
$72.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
543+ 8.24% |
$64.4K - $78.2K
|
7.13K
$949K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
522+ 16.34% |
$61.9K - $75.2K
|
3.72K
$495K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
520New |
$61.7K - $74.9K
|
520
$69.2K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
508+ 7.49% |
$60.2K - $73.2K
|
7.29K
$970K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
500+ 32.26% |
$59.3K - $72K
|
2.05K
$273K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
491+ 36.64% |
$58.2K - $70.7K
|
1.83K
$244K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
483+ 1.23% |
$57.3K - $69.6K
|
39.8K
$5.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
476+ 6.29% |
$56.4K - $68.6K
|
8.04K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
458+ 12.31% |
$54.3K - $66K
|
4.18K
$556K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
455+ 0.37% |
$54K - $65.5K
|
123K
$16.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
446+ 3.05% |
$52.9K - $64.2K
|
15.1K
$2.01M
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
426+ 4.03% |
$50.5K - $61.4K
|
11K
$1.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
425+ 0.82% |
$50.4K - $61.2K
|
52.4K
$6.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
424New |
$50.3K - $61.1K
|
424
$56.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
418+ 3.5% |
$49.6K - $60.2K
|
12.3K
$1.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
388+ 4.19% |
$46K - $55.9K
|
9.65K
$1.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
376+ 14.09% |
$44.6K - $54.2K
|
3.04K
$405K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
362+ 3.1% |
$42.9K - $52.1K
|
12K
$1.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
361+ 9.05% |
$42.8K - $52K
|
4.35K
$579K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
343+ 17.98% |
$40.7K - $49.4K
|
2.25K
$300K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
336+ 5.38% |
$39.8K - $48.4K
|
6.58K
$876K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
328+ 3.42% |
$38.9K - $47.2K
|
9.91K
$1.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
311New |
$36.9K - $44.8K
|
311
$41.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
309+ 0.78% |
$36.6K - $44.5K
|
40K
$5.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
304+ 7.55% |
$36.1K - $43.8K
|
4.33K
$577K
|