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 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
82+ 4.68% |
$10.9K - $13.4K
|
1.83K
$255K
|
|
Oct 15, 2024
Q3 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
93+ 3.6% |
$12.4K - $15.2K
|
2.68K
$372K
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-815- 9.07% |
$108K - $133K
|
8.17K
$1.14M
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
11.5K+ 15.38% |
$1.53M - $1.89M
|
86.5K
$12M
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-89- 5.08% |
$11.8K - $14.5K
|
1.66K
$231K
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
340+ 22.28% |
$45.2K - $55.6K
|
1.87K
$260K
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
138+ 0.28% |
$18.3K - $22.6K
|
49.6K
$6.9M
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
2New |
$266 - $327
|
2
$278
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
297+ 3.01% |
$39.4K - $48.6K
|
10.2K
$1.41M
|
|
Oct 15, 2024
Q3 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-400- 1.64% |
$53.1K - $65.4K
|
24K
$3.33M
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
250New |
$33.2K - $40.9K
|
250
$34.8K
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
133+ 0.39% |
$17.7K - $21.7K
|
33.8K
$4.71M
|
|
Oct 11, 2024
Q3 2024
|
Polianta LTD
|
BUY
|
- |
7.8KNew |
$1.04M - $1.28M
|
7.8K
$1.08M
|
|
Oct 11, 2024
Q3 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-33.6K- 51.24% |
$4.46M - $5.5M
|
32K
$4.45M
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.02% |
$266 - $327
|
199
$27.7K
|
|
Oct 11, 2024
Q3 2024
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-17- 0.03% |
$2.26K - $2.78K
|
59.1K
$8.22M
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
159+ 3.9% |
$21.1K - $26K
|
4.23K
$589K
|
|
Oct 11, 2024
Q3 2024
|
Viking Fund Management LLC
|
BUY
|
- |
4K+ 26.67% |
$531K - $654K
|
19K
$2.64M
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
627+ 7.16% |
$83.3K - $103K
|
9.39K
$1.31M
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
535+ 9.01% |
$71.1K - $87.5K
|
6.47K
$900K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.1K+ 3.8% |
$411K - $506K
|
84.6K
$11.8M
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
93+ 21.73% |
$12.4K - $15.2K
|
521
$72.5K
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
44+ 0.56% |
$5.84K - $7.19K
|
7.93K
$1.1M
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-308- 10.67% |
$40.9K - $50.4K
|
2.58K
$359K
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1+ 0.04% |
$133 - $163
|
2.67K
$371K
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1+ 0.18% |
$133 - $163
|
551
$76.6K
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-36- 2.37% |
$4.78K - $5.89K
|
1.49K
$207K
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
94+ 0.84% |
$12.5K - $15.4K
|
11.3K
$1.57M
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
258+ 2.23% |
$34.3K - $42.2K
|
11.8K
$1.64M
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
32+ 3.96% |
$4.25K - $5.23K
|
840
$117K
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
270+ 2.69% |
$35.9K - $44.1K
|
10.3K
$1.43M
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
27+ 0.22% |
$3.59K - $4.41K
|
12.5K
$1.74M
|
|
Oct 10, 2024
Q3 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-3.45K- 11.11% |
$458K - $563K
|
27.6K
$3.83M
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-505- 13.28% |
$67.1K - $82.6K
|
3.3K
$459K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.19K+ 3.72% |
$423K - $521K
|
88.8K
$12.3M
|
|
Oct 10, 2024
Q3 2024
|
Guinness Asset Management LTD
London, X0 |
SELL
|
- |
-17.9K- 14.14% |
$2.37M - $2.92M
|
108K
$15.1M
|
|
Oct 10, 2024
Q3 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-164- 4.94% |
$21.8K - $26.8K
|
3.16K
$439K
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
13+ 0.74% |
$1.73K - $2.13K
|
1.76K
$245K
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-13- 0.21% |
$1.73K - $2.13K
|
6.3K
$877K
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
4.51KNew |
$599K - $738K
|
4.51K
$628K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
178+ 10.46% |
$23.6K - $29.1K
|
1.88K
$261K
|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
407+ 23.98% |
$54.1K - $66.5K
|
2.1K
$293K
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
9.43K+ 20.07% |
$1.25M - $1.54M
|
56.4K
$7.85M
|
|
Oct 10, 2024
Q3 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-146- 5.97% |
$19.4K - $23.9K
|
2.3K
$320K
|
|
Oct 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
590+ 8.56% |
$78.4K - $96.5K
|
7.48K
$1.04M
|
|
Oct 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
14+ 0.09% |
$1.86K - $2.29K
|
15.4K
$2.14M
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-30- 1.5% |
$3.98K - $4.9K
|
1.97K
$274K
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
210+ 6.92% |
$27.9K - $34.3K
|
3.24K
$451K
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-141- 2.9% |
$18.7K - $23.1K
|
4.71K
$655K
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-119- 7.05% |
$15.8K - $19.5K
|
1.57K
$218K
|