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 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
302+ 5.09% |
$35.8K - $43.5K
|
6.24K
$830K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
299+ 3.75% |
$35.5K - $43.1K
|
8.27K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
289+ 18.6% |
$34.3K - $41.6K
|
1.84K
$245K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
285+ 4.7% |
$33.8K - $41K
|
6.35K
$845K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
281+ 11.99% |
$33.3K - $40.5K
|
2.62K
$349K
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
266+ 7.63% |
$31.5K - $38.3K
|
3.75K
$499K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
265+ 1.54% |
$31.4K - $38.2K
|
17.5K
$2.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
263+ 76.68% |
$31.2K - $37.9K
|
606
$80.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
256+ 16.89% |
$30.4K - $36.9K
|
1.77K
$236K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
255+ 2.27% |
$30.2K - $36.7K
|
11.5K
$1.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
BUY
|
- |
242New |
$28.7K - $34.9K
|
242
$32.2K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
233+ 18.09% |
$27.6K - $33.6K
|
1.52K
$202K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
227+ 8.71% |
$26.9K - $32.7K
|
2.83K
$377K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
207New |
$24.5K - $29.8K
|
207
$27.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
206+ 4.37% |
$24.4K - $29.7K
|
4.92K
$655K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
203+ 1.1% |
$24.1K - $29.2K
|
18.7K
$2.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
201+ 1.41% |
$23.8K - $28.9K
|
14.5K
$1.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
201+ 5.54% |
$23.8K - $28.9K
|
3.83K
$509K
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
200+ 4.9% |
$23.7K - $28.8K
|
4.28K
$570K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
192+ 96.0% |
$22.8K - $27.7K
|
392
$52.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
192+ 8.45% |
$22.8K - $27.7K
|
2.46K
$328K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
183+ 122.0% |
$21.7K - $26.4K
|
333
$44.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
171+ 5.01% |
$20.3K - $24.6K
|
3.59K
$477K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
168+ 1.67% |
$19.9K - $24.2K
|
10.2K
$1.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
164+ 2.94% |
$19.4K - $23.6K
|
5.73K
$763K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
162+ 3.17% |
$19.2K - $23.3K
|
5.28K
$703K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
155+ 0.15% |
$18.4K - $22.3K
|
103K
$13.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
155+ 9.32% |
$18.4K - $22.3K
|
1.82K
$242K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
152+ 6.63% |
$18K - $21.9K
|
2.44K
$325K
|
|
|
Feb 04, 2025
Q4 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
149+ 7.57% |
$17.7K - $21.5K
|
2.12K
$282K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
148+ 2.73% |
$17.6K - $21.3K
|
5.58K
$742K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
145+ 7.55% |
$17.2K - $20.9K
|
2.07K
$275K
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
142+ 6.1% |
$16.8K - $20.5K
|
2.47K
$328K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
135+ 7.87% |
$16K - $19.4K
|
1.85K
$246K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
131+ 3.4% |
$15.5K - $18.9K
|
3.98K
$530K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
129New |
$15.3K - $18.6K
|
129
$17.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
122+ 4.43% |
$14.5K - $17.6K
|
2.88K
$383K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
122+ 7.37% |
$14.5K - $17.6K
|
1.78K
$237K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
119New |
$14.1K - $17.1K
|
119
$15.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
117+ 5.85% |
$13.9K - $16.9K
|
2.12K
$282K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
116+ 2.12% |
$13.8K - $16.7K
|
5.58K
$743K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
116+ 4.75% |
$13.8K - $16.7K
|
2.56K
$340K
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
115+ 2.4% |
$13.6K - $16.6K
|
4.9K
$652K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
114+ 1.21% |
$13.5K - $16.4K
|
9.53K
$1.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
113+ 2.38% |
$13.4K - $16.3K
|
4.86K
$646K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
109New |
$12.9K - $15.7K
|
109
$14.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
103+ 3.03% |
$12.2K - $14.8K
|
3.51K
$467K
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
103+ 0.91% |
$12.2K - $14.8K
|
11.4K
$1.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
102New |
$12.1K - $14.7K
|
102
$13.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
102+ 3.65% |
$12.1K - $14.7K
|
2.89K
$385K
|