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 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
250New |
$33.2K - $40.9K
|
250
$33.8K
|
|
Oct 11, 2024
Q3 2024
|
Polianta LTD
|
BUY
|
- |
7.8KNew |
$1.04M - $1.28M
|
7.8K
$1.06M
|
|
Oct 11, 2024
Q3 2024
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-17- 0.03% |
$2.26K - $2.78K
|
59.1K
$8M
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
627+ 7.16% |
$83.3K - $103K
|
9.39K
$1.27M
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-36- 2.37% |
$4.78K - $5.89K
|
1.49K
$201K
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-119- 7.05% |
$15.8K - $19.5K
|
1.57K
$212K
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-42- 0.8% |
$5.58K - $6.87K
|
5.21K
$705K
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.28K- 14.84% |
$171K - $210K
|
7.37K
$997K
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-44- 36.36% |
$5.84K - $7.19K
|
77
$10.4K
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
2.15KNew |
$286K - $352K
|
2.15K
$291K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.27KNew |
$169K - $207K
|
1.27K
$172K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
29+ 0.66% |
$3.85K - $4.74K
|
4.42K
$598K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3- 4.48% |
$398 - $490
|
64
$8.66K
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-32- 2.11% |
$4.25K - $5.23K
|
1.49K
$201K
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1.56KNew |
$207K - $255K
|
1.56K
$211K
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.87KNew |
$248K - $305K
|
1.87K
$253K
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
29+ 38.67% |
$3.85K - $4.74K
|
104
$14.1K
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-596- 46.06% |
$79.2K - $97.4K
|
698
$94.4K
|
|
Q2 2024 | |||||||
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-36- 1.05% |
$5.34K - $6.6K
|
3.4K
$460K
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-3.4K- 53.13% |
$504K - $624K
|
3K
$406K
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-2.2K- 79.85% |
$326K - $403K
|
555
$75.1K
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-35- 0.77% |
$5.19K - $6.42K
|
4.49K
$608K
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
40+ 3.04% |
$5.94K - $7.34K
|
1.36K
$183K
|
|
Oct 09, 2024
Q2 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-1.27KClosed |
$189K - $233K
|
0
$0
|
|
Oct 09, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-188- 5.17% |
$27.9K - $34.5K
|
3.45K
$467K
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
484New |
$71.8K - $88.8K
|
484
$65.5K
|
|
Aug 30, 2024
Q2 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
62New |
$9.2K - $11.4K
|
62
$8.39K
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
85New |
$12.6K - $15.6K
|
85
$11.5K
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
9New |
$1.34K - $1.65K
|
9
$1.22K
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
100New |
$14.8K - $18.3K
|
100
$13.5K
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-76- 80.0% |
$11.3K - $13.9K
|
19
$2.57K
|
|
Aug 19, 2024
Q2 2024
|
Senator Investment Group LP
New York, NY |
BUY
|
- |
30KNew |
$4.45M - $5.5M
|
30K
$4.06M
|
|
Aug 16, 2024
Q2 2024
|
Seaport Global Advisors, LLC
Boston, MA |
SELL
|
- |
-678- 17.34% |
$101K - $124K
|
3.23K
$437K
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-916- 40.51% |
$136K - $168K
|
1.35K
$182K
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
20.9KNew |
$3.1M - $3.83M
|
20.9K
$2.83M
|
|
Aug 15, 2024
Q2 2024
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-211- 5.98% |
$31.3K - $38.7K
|
3.32K
$449K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-16- 34.78% |
$2.37K - $2.93K
|
30
$4.06K
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
6K+ 1.44% |
$890K - $1.1M
|
423K
$57.2M
|
|
Aug 14, 2024
Q2 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-90- 4.82% |
$13.4K - $16.5K
|
1.78K
$240K
|
|
Aug 14, 2024
Q2 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
1.36KNew |
$202K - $250K
|
1.36K
$185K
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-154- 23.4% |
$22.9K - $28.2K
|
504
$68.2K
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-69- 2.17% |
$10.2K - $12.7K
|
3.11K
$421K
|
|
Aug 14, 2024
Q2 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
273+ 9.71% |
$40.5K - $50.1K
|
3.08K
$417K
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
45.6K+ 144.37% |
$6.76M - $8.36M
|
77.1K
$10.4M
|
|
Aug 14, 2024
Q2 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-73.6K- 98.22% |
$10.9M - $13.5M
|
1.33K
$180K
|
|
Aug 14, 2024
Q2 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
9.04K+ 12.41% |
$1.34M - $1.66M
|
81.9K
$11.1M
|
|
Aug 14, 2024
Q2 2024
|
Yaupon Capital Management LP
New York, NY |
SELL
|
- |
-163K- 78.6% |
$24.1M - $29.8M
|
44.3K
$5.99M
|
|
Aug 14, 2024
Q2 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
PUT |
82.9KNew |
$12.3M - $15.2M
|
82.9K
$11.2M
|
|
Aug 14, 2024
Q2 2024
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
200+ 6.67% |
$29.7K - $36.7K
|
3.2K
$433K
|
|
Aug 14, 2024
Q2 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
1.41KNew |
$209K - $258K
|
1.41K
$190K
|