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 |
---|---|---|---|---|---|---|---|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.92K+ 2.9% |
$388K - $478K
|
104K
$14.4M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.38K+ 4.46% |
$582K - $717K
|
103K
$14.2M
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.44K+ 24.52% |
$324K - $399K
|
12.4K
$1.72M
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-2- 1.14% |
$266 - $327
|
173
$24K
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
BUY
|
- |
1.09K+ 5.66% |
$145K - $179K
|
20.4K
$2.83M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-470- 1.02% |
$62.4K - $76.8K
|
45.8K
$6.34M
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.07K- 17.96% |
$141K - $174K
|
4.87K
$674K
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
SELL
|
- |
-3.56K- 6.73% |
$473K - $582K
|
49.3K
$6.83M
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-9- 0.37% |
$1.2K - $1.47K
|
2.42K
$335K
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-53- 1.31% |
$7.04K - $8.66K
|
3.99K
$553K
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
556+ 7.05% |
$73.8K - $90.9K
|
8.44K
$1.17M
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
63+ 1.33% |
$8.37K - $10.3K
|
4.82K
$667K
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-760- 3.63% |
$101K - $124K
|
20.2K
$2.8M
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
215+ 10.18% |
$28.6K - $35.1K
|
2.33K
$322K
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
4.98K+ 307.85% |
$662K - $814K
|
6.6K
$914K
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
582+ 9.6% |
$77.3K - $95.1K
|
6.65K
$921K
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-25- 0.59% |
$3.32K - $4.09K
|
4.18K
$579K
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-30- 7.85% |
$3.98K - $4.9K
|
352
$48.8K
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.27K- 20.74% |
$168K - $207K
|
4.84K
$670K
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.23K- 11.97% |
$429K - $528K
|
23.7K
$3.29M
|
|
Oct 22, 2024
Q3 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
385+ 0.81% |
$51.1K - $62.9K
|
48K
$6.65M
|
|
Oct 22, 2024
Q3 2024
|
X Square Capital, LLC
|
BUY
|
- |
323+ 2.11% |
$42.9K - $52.8K
|
15.6K
$2.17M
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-578- 3.24% |
$76.8K - $94.5K
|
17.3K
$2.39M
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-175- 3.54% |
$23.2K - $28.6K
|
4.77K
$661K
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-173- 7.09% |
$23K - $28.3K
|
2.27K
$314K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.07M+ 11318.94% |
$142M - $174M
|
1.08M
$149M
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-184- 1.16% |
$24.4K - $30.1K
|
15.6K
$2.17M
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-5.93K- 8.88% |
$787K - $969K
|
60.8K
$8.43M
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
19+ 2.09% |
$2.52K - $3.11K
|
927
$128K
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
896+ 10.71% |
$119K - $146K
|
9.26K
$1.28M
|
|
Oct 21, 2024
Q3 2024
|
Everence Capital Management Inc
|
BUY
|
- |
2.78K+ 7.34% |
$369K - $454K
|
40.6K
$5.63M
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
28+ 0.33% |
$3.72K - $4.58K
|
8.51K
$1.18M
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 0.88% |
$133 - $163
|
115
$15.9K
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-26- 0.09% |
$3.45K - $4.25K
|
29K
$4.02M
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.38K- 18.51% |
$183K - $225K
|
6.07K
$841K
|
|
Oct 21, 2024
Q3 2024
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
SELL
|
- |
-1.01K- 1.23% |
$134K - $165K
|
81.1K
$11.2M
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
51+ 1.24% |
$6.77K - $8.34K
|
4.17K
$578K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
3.26K+ 1.77% |
$433K - $533K
|
188K
$26M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-337- 0.44% |
$44.8K - $55.1K
|
76.6K
$10.6M
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-922- 21.71% |
$122K - $151K
|
3.32K
$461K
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
13New |
$1.73K - $2.13K
|
13
$1.8K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
55+ 0.32% |
$7.3K - $8.99K
|
17.1K
$2.38M
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
13New |
$1.73K - $2.13K
|
13
$1.8K
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.07K+ 10.63% |
$141K - $174K
|
11.1K
$1.54M
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-21- 1.0% |
$2.79K - $3.43K
|
2.08K
$289K
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-281- 7.55% |
$37.3K - $45.9K
|
3.44K
$477K
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
176+ 0.22% |
$23.4K - $28.8K
|
80.2K
$11.1M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.29K+ 10.06% |
$437K - $538K
|
36K
$4.99M
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-25- 9.16% |
$3.32K - $4.09K
|
248
$34.4K
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-3- 0.18% |
$398 - $490
|
1.7K
$235K
|