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 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
142+ 2.93% |
$18.9K - $23.2K
|
5K
$692K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-638- 5.32% |
$84.7K - $104K
|
11.4K
$1.57M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-238- 6.92% |
$31.6K - $38.9K
|
3.2K
$443K
|
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-67- 2.96% |
$8.9K - $11K
|
2.19K
$304K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
37+ 740.0% |
$4.91K - $6.05K
|
42
$5.82K
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
590+ 4.2% |
$78.4K - $96.5K
|
14.6K
$2.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
305+ 2.38% |
$40.5K - $49.9K
|
13.1K
$1.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
10+ 0.17% |
$1.33K - $1.63K
|
5.93K
$822K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
7+ 0.09% |
$930 - $1.14K
|
7.97K
$1.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
193+ 9.28% |
$25.6K - $31.6K
|
2.27K
$315K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
842+ 9.81% |
$112K - $138K
|
9.42K
$1.31M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
1.01K+ 16.73% |
$133K - $164K
|
7.01K
$971K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
32+ 3.41% |
$4.25K - $5.23K
|
971
$135K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-195- 9.15% |
$25.9K - $31.9K
|
1.94K
$268K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-999- 22.84% |
$133K - $163K
|
3.38K
$468K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
23KNew |
$3.05M - $3.76M
|
23K
$3.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-569- 6.53% |
$75.6K - $93K
|
8.15K
$1.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1K+ 42.77% |
$133K - $163K
|
3.34K
$463K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
178+ 2.42% |
$23.6K - $29.1K
|
7.54K
$1.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
424+ 3.34% |
$56.3K - $69.3K
|
13.1K
$1.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
75+ 1.57% |
$9.96K - $12.3K
|
4.85K
$672K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
3.3K+ 220.0% |
$438K - $539K
|
4.8K
$665K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-489- 8.83% |
$64.9K - $79.9K
|
5.05K
$700K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
63+ 1.53% |
$8.37K - $10.3K
|
4.19K
$581K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21+ 0.71% |
$2.79K - $3.43K
|
2.96K
$410K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
252+ 7.71% |
$33.5K - $41.2K
|
3.52K
$488K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-3- 3.49% |
$398 - $490
|
83
$11.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
18KNew |
$2.39M - $2.94M
|
18K
$2.49M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-44- 18.18% |
$5.84K - $7.19K
|
198
$27.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
31+ 1.13% |
$4.12K - $5.07K
|
2.78K
$385K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
464+ 13.59% |
$61.6K - $75.9K
|
3.88K
$537K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
62New |
$8.23K - $10.1K
|
62
$8.59K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
285+ 9.5% |
$37.9K - $46.6K
|
3.29K
$455K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
546+ 37.76% |
$72.5K - $89.3K
|
1.99K
$276K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.33K+ 0.85% |
$177K - $217K
|
158K
$21.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
16+ 0.39% |
$2.12K - $2.62K
|
4.13K
$572K
|
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-21- 0.7% |
$2.79K - $3.43K
|
3K
$415K
|
|
|
Oct 15, 2024
Q3 2024
|
Wilsey Asset Management Inc
|
SELL
|
- |
-2.46K- 23.4% |
$326K - $402K
|
8.04K
$1.11M
|
|
|
Oct 15, 2024
Q3 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-724- 2.0% |
$96.2K - $118K
|
35.5K
$4.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.17K- 12.02% |
$289K - $355K
|
15.9K
$2.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-149- 6.93% |
$19.8K - $24.4K
|
2K
$277K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
119+ 0.88% |
$15.8K - $19.5K
|
13.6K
$1.88M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-406- 7.65% |
$53.9K - $66.4K
|
4.9K
$679K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
173+ 10.47% |
$23K - $28.3K
|
1.83K
$253K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-9- 3.25% |
$1.2K - $1.47K
|
268
$37.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
364+ 2.37% |
$48.3K - $59.5K
|
15.7K
$2.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
BUY
|
- |
74+ 2.72% |
$9.83K - $12.1K
|
2.8K
$387K
|
|
|
Oct 15, 2024
Q3 2024
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-1.28K- 1.77% |
$170K - $209K
|
71.1K
$9.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
2KNew |
$265K - $326K
|
2K
$277K
|
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
15+ 0.17% |
$1.99K - $2.45K
|
8.61K
$1.19M
|