Latest Institutional Transactions on Valero Energy Corp (VLO)
This table provides information on the latest institutional transactions involving Valero Energy Corp (VLO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-17- 1.37% |
$2.26K - $2.78K
|
1.22K
$169K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.41K+ 25.27% |
$320K - $393K
|
11.9K
$1.65M
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.6K+ 89.01% |
$213K - $262K
|
3.4K
$472K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
759+ 50.84% |
$101K - $124K
|
2.25K
$312K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-97- 1.27% |
$12.9K - $15.9K
|
7.56K
$1.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-25- 0.65% |
$3.32K - $4.09K
|
3.81K
$528K
|
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
148+ 1.5% |
$19.7K - $24.2K
|
10K
$1.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.33K+ 40.38% |
$176K - $217K
|
4.61K
$639K
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
359+ 11.48% |
$47.7K - $58.7K
|
3.49K
$483K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-329- 1.83% |
$43.7K - $53.8K
|
17.6K
$2.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-192- 2.2% |
$25.5K - $31.4K
|
8.53K
$1.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
17+ 0.57% |
$2.26K - $2.78K
|
3.02K
$418K
|
|
|
Oct 31, 2024
Q3 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-27- 0.81% |
$3.59K - $4.41K
|
3.3K
$457K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-180- 0.93% |
$23.9K - $29.4K
|
19.3K
$2.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-394- 1.97% |
$52.3K - $64.4K
|
19.7K
$2.72M
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
972+ 8.18% |
$129K - $159K
|
12.9K
$1.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-806- 13.4% |
$107K - $132K
|
5.21K
$722K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
140+ 5.68% |
$18.6K - $22.9K
|
2.6K
$361K
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
181+ 3.45% |
$24K - $29.6K
|
5.43K
$752K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
11+ 0.32% |
$1.46K - $1.8K
|
3.47K
$480K
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
3.24K+ 180.94% |
$430K - $529K
|
5.03K
$696K
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-1.7K- 3.24% |
$226K - $278K
|
50.8K
$7.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
85+ 6.37% |
$11.3K - $13.9K
|
1.42K
$197K
|
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
3.24KNew |
$430K - $529K
|
3.24K
$448K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.07K+ 0.84% |
$407K - $501K
|
368K
$51.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-407- 8.68% |
$54.1K - $66.5K
|
4.28K
$593K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4+ 0.18% |
$531 - $654
|
2.21K
$306K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-5.39K- 4.2% |
$715K - $881K
|
123K
$17M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.29K- 4.76% |
$171K - $210K
|
25.7K
$3.57M
|
|
|
Oct 30, 2024
Q3 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
2.23K+ 8.38% |
$296K - $364K
|
28.8K
$3.99M
|
|
|
Oct 30, 2024
Q3 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-5.08K- 23.65% |
$674K - $830K
|
16.4K
$2.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
55+ 15.94% |
$7.3K - $8.99K
|
400
$55.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-246- 11.36% |
$32.7K - $40.2K
|
1.92K
$266K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-593- 25.88% |
$78.8K - $96.9K
|
1.7K
$235K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-270- 12.55% |
$35.9K - $44.1K
|
1.88K
$261K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-574- 1.09% |
$76.2K - $93.8K
|
52K
$7.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
155+ 5.23% |
$20.6K - $25.3K
|
3.12K
$432K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.67KNew |
$221K - $272K
|
1.67K
$231K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
24+ 0.77% |
$3.19K - $3.92K
|
3.12K
$433K
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-4.62K- 9.76% |
$614K - $756K
|
42.8K
$5.92M
|
|
|
Oct 30, 2024
Q3 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
8.28KNew |
$1.1M - $1.35M
|
8.28K
$1.15M
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-177- 10.81% |
$23.5K - $28.9K
|
1.46K
$202K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.82K- 4.28% |
$375K - $461K
|
63.1K
$8.75M
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
13+ 0.55% |
$1.73K - $2.13K
|
2.39K
$331K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.46K+ 23.89% |
$194K - $239K
|
7.58K
$1.05M
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-5- 0.23% |
$664 - $817
|
2.21K
$307K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
7+ 2.08% |
$930 - $1.14K
|
343
$47.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.81% |
$664 - $817
|
620
$85.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
1.76K+ 18.37% |
$234K - $288K
|
11.3K
$1.57M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3.93K+ 23.32% |
$522K - $643K
|
20.8K
$2.88M
|