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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
100+ 6.9% |
$11.9K - $14.4K
|
1.55K
$206K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
100+ 10.79% |
$11.9K - $14.4K
|
1.03K
$137K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
100+ 4.52% |
$11.9K - $14.4K
|
2.31K
$308K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
94+ 6.62% |
$11.1K - $13.5K
|
1.51K
$201K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
90+ 1.96% |
$10.7K - $13K
|
4.69K
$624K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
84+ 0.23% |
$9.96K - $12.1K
|
36.4K
$4.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
83+ 1.66% |
$9.84K - $12K
|
5.07K
$675K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
83New |
$9.84K - $12K
|
83
$11K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
82New |
$9.72K - $11.8K
|
82
$10.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
81+ 1.66% |
$9.61K - $11.7K
|
4.95K
$658K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
71New |
$8.42K - $10.2K
|
71
$9.45K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
69+ 3.78% |
$8.18K - $9.94K
|
1.9K
$252K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
63+ 1.49% |
$7.47K - $9.07K
|
4.3K
$572K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
61+ 2.69% |
$7.23K - $8.79K
|
2.33K
$310K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
61+ 2.41% |
$7.23K - $8.79K
|
2.59K
$345K
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
60New |
$7.12K - $8.64K
|
60
$7.98K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
56+ 2.26% |
$6.64K - $8.07K
|
2.53K
$337K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
56+ 32.37% |
$6.64K - $8.07K
|
229
$30.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
54+ 0.91% |
$6.4K - $7.78K
|
5.99K
$797K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
51+ 0.23% |
$6.05K - $7.35K
|
22.2K
$2.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
51+ 24.76% |
$6.05K - $7.35K
|
257
$34.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
51+ 24.64% |
$6.05K - $7.35K
|
258
$34.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
50+ 2.41% |
$5.93K - $7.2K
|
2.13K
$283K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
49+ 1.41% |
$5.81K - $7.06K
|
3.51K
$468K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
49+ 4.01% |
$5.81K - $7.06K
|
1.27K
$169K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
48+ 9.21% |
$5.69K - $6.91K
|
569
$75.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
45+ 63.38% |
$5.34K - $6.48K
|
116
$15.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
44+ 0.49% |
$5.22K - $6.34K
|
8.98K
$1.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
43+ 0.64% |
$5.1K - $6.19K
|
6.72K
$895K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
42+ 0.18% |
$4.98K - $6.05K
|
23K
$3.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
40+ 1.77% |
$4.74K - $5.76K
|
2.3K
$307K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
37+ 0.26% |
$4.39K - $5.33K
|
14.2K
$1.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
36+ 33.33% |
$4.27K - $5.18K
|
144
$19.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
36+ 2.06% |
$4.27K - $5.18K
|
1.78K
$237K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
36+ 1.06% |
$4.27K - $5.18K
|
3.44K
$458K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
35+ 0.45% |
$4.15K - $5.04K
|
7.89K
$1.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
34New |
$4.03K - $4.9K
|
34
$4.52K
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
33+ 0.97% |
$3.91K - $4.75K
|
3.43K
$456K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
27+ 0.59% |
$3.2K - $3.89K
|
4.62K
$614K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
26+ 16.77% |
$3.08K - $3.74K
|
181
$24.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
24+ 0.78% |
$2.85K - $3.46K
|
3.08K
$410K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
22+ 0.13% |
$2.61K - $3.17K
|
16.9K
$2.25M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
22+ 7.72% |
$2.61K - $3.17K
|
307
$40.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
21+ 0.56% |
$2.49K - $3.02K
|
3.8K
$506K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
21New |
$2.49K - $3.02K
|
21
$2.79K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
21+ 1.35% |
$2.49K - $3.02K
|
1.58K
$210K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
21+ 0.53% |
$2.49K - $3.02K
|
3.99K
$531K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
20New |
$2.37K - $2.88K
|
20
$2.66K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
18New |
$2.13K - $2.59K
|
18
$2.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
18+ 0.81% |
$2.13K - $2.59K
|
2.24K
$297K
|