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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-380- 1.55% |
$56.4K - $69.7K
|
24.2K
$3.35M
|
|
|
Aug 01, 2024
Q2 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
417+ 30.75% |
$61.9K - $76.5K
|
1.77K
$246K
|
|
|
Aug 01, 2024
Q2 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
5.9KNew |
$876K - $1.08M
|
5.9K
$818K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
15New |
$2.23K - $2.75K
|
15
$2.08K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
CALL |
-20- 19.42% |
$2.97K - $3.67K
|
83
$11.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
211+ 17.79% |
$31.3K - $38.7K
|
1.4K
$194K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
133+ 10.4% |
$19.7K - $24.4K
|
1.41K
$196K
|
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
1.38KNew |
$204K - $253K
|
1.38K
$191K
|
|
|
Jul 30, 2024
Q2 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
2+ 0.03% |
$297 - $367
|
7.69K
$1.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Summa Corp.
Tomball, TX |
SELL
|
- |
-10K- 16.29% |
$1.48M - $1.83M
|
51.4K
$7.12M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
989+ 11.66% |
$147K - $181K
|
9.47K
$1.31M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.49K- 18.77% |
$220K - $273K
|
6.43K
$891K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
150+ 4.62% |
$22.3K - $27.5K
|
3.4K
$471K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
35New |
$5.19K - $6.42K
|
35
$4.85K
|
|
|
Jul 30, 2024
Q2 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-1.45K- 6.3% |
$215K - $266K
|
21.6K
$2.99M
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
3+ 0.16% |
$445 - $550
|
1.89K
$262K
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-6.98K- 11.6% |
$1.04M - $1.28M
|
53.2K
$7.37M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
13New |
$1.93K - $2.38K
|
13
$1.8K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
268New |
$39.8K - $49.1K
|
268
$37.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-25- 5.48% |
$3.71K - $4.58K
|
431
$59.7K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
150+ 41.67% |
$22.3K - $27.5K
|
510
$70.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
200New |
$29.7K - $36.7K
|
200
$27.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
70+ 1.56% |
$10.4K - $12.8K
|
4.54K
$629K
|
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-95- 2.58% |
$14.1K - $17.4K
|
3.59K
$498K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
14+ 0.98% |
$2.08K - $2.57K
|
1.45K
$200K
|
|
|
Jul 26, 2024
Q2 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
29.7K+ 112.68% |
$4.41M - $5.45M
|
56.1K
$7.78M
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-241- 10.02% |
$35.8K - $44.2K
|
2.17K
$300K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
23+ 0.51% |
$3.41K - $4.22K
|
4.56K
$631K
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1- 0.07% |
$148 - $183
|
1.38K
$191K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-153- 76.12% |
$22.7K - $28.1K
|
48
$6.65K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
63+ 2.86% |
$9.35K - $11.6K
|
2.26K
$314K
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
46+ 2.63% |
$6.83K - $8.44K
|
1.8K
$249K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-5- 19.23% |
$742 - $917
|
21
$2.91K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.73K+ 47.74% |
$257K - $318K
|
5.36K
$743K
|
|
|
Jul 25, 2024
Q2 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-4.83K- 17.9% |
$717K - $887K
|
22.2K
$3.07M
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
72+ 5.45% |
$10.7K - $13.2K
|
1.39K
$193K
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
18+ 0.2% |
$2.67K - $3.3K
|
8.93K
$1.24M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
738New |
$110K - $135K
|
738
$102K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
170New |
$25.2K - $31.2K
|
170
$23.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1.45KNew |
$216K - $267K
|
1.45K
$201K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
26New |
$3.86K - $4.77K
|
26
$3.6K
|
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
BUY
|
- |
100+ 10.0% |
$14.8K - $18.3K
|
1.1K
$152K
|
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-3.01K- 4.01% |
$447K - $553K
|
72.1K
$9.99M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
127+ 10.82% |
$18.8K - $23.3K
|
1.3K
$180K
|
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-64- 4.22% |
$9.5K - $11.7K
|
1.45K
$201K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
16New |
$2.37K - $2.93K
|
16
$2.22K
|
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.3KNew |
$193K - $238K
|
1.3K
$180K
|
|
|
Jul 23, 2024
Q2 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-13- 0.85% |
$1.93K - $2.38K
|
1.51K
$209K
|
|
|
Jul 22, 2024
Q2 2024
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
105KNew |
$15.6M - $19.3M
|
105K
$14.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
162K+ 124.72% |
$24M - $29.7M
|
292K
$40.4M
|