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 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-1.42K- 5.68% |
$189K - $233K
|
23.7K
$3.28M
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
209+ 12.05% |
$27.8K - $34.2K
|
1.94K
$269K
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
8+ 0.74% |
$1.06K - $1.31K
|
1.09K
$150K
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
613+ 2.25% |
$81.4K - $100K
|
27.9K
$3.86M
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
448+ 2.99% |
$59.5K - $73.2K
|
15.4K
$2.14M
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-226- 3.67% |
$30K - $36.9K
|
5.94K
$822K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-51.8K- 17.95% |
$6.88M - $8.47M
|
237K
$32.8M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
49.9K+ 6.53% |
$6.63M - $8.16M
|
813K
$113M
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-9- 23.68% |
$1.2K - $1.47K
|
29
$4.02K
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-1.41K- 3.44% |
$187K - $230K
|
39.4K
$5.46M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.22K+ 1.78% |
$693K - $853K
|
298K
$41.3M
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-599- 5.14% |
$79.6K - $97.9K
|
11K
$1.53M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-57- 3.78% |
$7.57K - $9.32K
|
1.45K
$201K
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1New |
$133 - $163
|
1
$139
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
22.6K+ 1.78% |
$3M - $3.69M
|
1.29M
$179M
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
83New |
$11K - $13.6K
|
83
$11.5K
|
|
Oct 18, 2024
Q3 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
350+ 5.08% |
$46.5K - $57.2K
|
7.24K
$1M
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-511- 3.11% |
$67.9K - $83.5K
|
15.9K
$2.21M
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-392- 16.8% |
$52.1K - $64.1K
|
1.94K
$269K
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
178+ 5.5% |
$23.6K - $29.1K
|
3.42K
$473K
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
4.03KNew |
$535K - $658K
|
4.03K
$558K
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.52KNew |
$335K - $413K
|
2.52K
$350K
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
81+ 4.98% |
$10.8K - $13.2K
|
1.71K
$237K
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
26+ 0.75% |
$3.45K - $4.25K
|
3.49K
$483K
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-80- 1.56% |
$10.6K - $13.1K
|
5.06K
$701K
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.19K+ 7.07% |
$159K - $195K
|
18.1K
$2.51M
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
3+ 0.85% |
$398 - $490
|
358
$49.6K
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
573+ 1.48% |
$76.1K - $93.7K
|
39.3K
$5.45M
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.67K- 10.48% |
$222K - $274K
|
14.3K
$1.98M
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
12+ 0.75% |
$1.59K - $1.96K
|
1.6K
$222K
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
278New |
$36.9K - $45.4K
|
278
$38.5K
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
143+ 89.38% |
$19K - $23.4K
|
303
$42K
|
|
Oct 17, 2024
Q3 2024
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-200- 0.41% |
$26.6K - $32.7K
|
48.1K
$6.67M
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
121+ 0.86% |
$16.1K - $19.8K
|
14.2K
$1.96M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.36K- 32.15% |
$314K - $386K
|
4.98K
$691K
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
896+ 28.61% |
$119K - $146K
|
4.03K
$558K
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-3.7K- 3.64% |
$492K - $605K
|
98K
$13.6M
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
47K+ 136.06% |
$6.24M - $7.69M
|
81.6K
$11.3M
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-768- 6.21% |
$102K - $126K
|
11.6K
$1.61M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.51K+ 132.66% |
$200K - $246K
|
2.64K
$366K
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-251- 8.25% |
$33.3K - $41K
|
2.79K
$387K
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
2.47KNew |
$328K - $404K
|
2.47K
$342K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
590+ 7.42% |
$78.4K - $96.5K
|
8.54K
$1.18M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10.3K- 32.03% |
$1.37M - $1.68M
|
21.8K
$3.02M
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.47KNew |
$329K - $404K
|
2.47K
$343K
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
921+ 18.41% |
$122K - $151K
|
5.92K
$821K
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.16K+ 69.65% |
$287K - $353K
|
5.27K
$730K
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
925+ 15.8% |
$123K - $151K
|
6.78K
$939K
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
5+ 0.72% |
$664 - $817
|
696
$96.4K
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
989+ 0.67% |
$131K - $162K
|
148K
$20.5M
|