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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.18KNew |
$148K - $202K
|
1.18K
$164K
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
1.54KNew |
$192K - $263K
|
1.54K
$213K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.25KNew |
$156K - $214K
|
1.25K
$174K
|
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
5.35KNew |
$667K - $914K
|
5.35K
$741K
|
|
|
Apr 15, 2024
Q1 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-3- 0.09% |
$374 - $513
|
3.3K
$458K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-6.97K- 8.61% |
$869K - $1.19M
|
73.9K
$10.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-79- 4.64% |
$9.86K - $13.5K
|
1.62K
$225K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
8+ 0.47% |
$998 - $1.37K
|
1.72K
$238K
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
1+ 0.04% |
$125 - $171
|
2.34K
$324K
|
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
1.34KNew |
$168K - $230K
|
1.34K
$186K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-15- 6.98% |
$1.87K - $2.56K
|
200
$27.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
1.26KNew |
$157K - $215K
|
1.26K
$174K
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1.26KNew |
$157K - $216K
|
1.26K
$175K
|
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
BUY
|
- |
1.34KNew |
$168K - $230K
|
1.34K
$186K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
4.1KNew |
$512K - $701K
|
4.1K
$568K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
52.8KNew |
$6.59M - $9.03M
|
52.8K
$7.32M
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
5.76KNew |
$718K - $984K
|
5.76K
$797K
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
590+ 14.79% |
$73.6K - $101K
|
4.58K
$634K
|
|
|
Apr 10, 2024
Q1 2024
|
Threadgill Financial, LLC
|
SELL
|
- |
-10.5K- 49.56% |
$1.31M - $1.8M
|
10.7K
$1.48M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
1.19KNew |
$149K - $204K
|
1.19K
$165K
|
|
|
Apr 09, 2024
Q1 2024
|
Woodstock Corp
|
BUY
|
- |
1.5KNew |
$187K - $257K
|
1.5K
$208K
|
|
|
Apr 04, 2024
Q1 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.4KNew |
$175K - $239K
|
1.4K
$194K
|
|
| Q4 2023 | |||||||
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-582- 86.48% |
$69.8K - $80.4K
|
91
$12.6K
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-5.6KClosed |
$672K - $774K
|
0
$0
|
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
5.08KNew |
$610K - $702K
|
5.08K
$704K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
8New |
$959 - $1.1K
|
8
$1.11K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-1.15K- 70.94% |
$138K - $159K
|
472
$65.4K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
33New |
$3.96K - $4.56K
|
33
$4.57K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
46New |
$5.52K - $6.35K
|
46
$6.37K
|
|
|
Feb 14, 2024
Q4 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
30KNew |
$3.6M - $4.15M
|
30K
$4.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
156K+ 251.62% |
$18.7M - $21.6M
|
218K
$30.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
2.96KNew |
$355K - $409K
|
2.96K
$410K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
31New |
$3.72K - $4.28K
|
31
$4.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-831- 33.07% |
$99.7K - $115K
|
1.68K
$233K
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
9.04KNew |
$1.08M - $1.25M
|
9.04K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.11K+ 65.34% |
$134K - $154K
|
2.82K
$391K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.71KNew |
$444K - $512K
|
3.71K
$514K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
200New |
$24K - $27.6K
|
200
$27.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
122K+ 3.68% |
$14.7M - $16.9M
|
3.45M
$477M
|
|
|
Feb 14, 2024
Q4 2023
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.89KNew |
$226K - $260K
|
1.89K
$261K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-271- 95.76% |
$32.5K - $37.4K
|
12
$1.66K
|
|
|
Feb 14, 2024
Q4 2023
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
3.2KNew |
$384K - $442K
|
3.2K
$443K
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
3.4KNew |
$408K - $470K
|
3.4K
$472K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
PUT |
-600- 37.5% |
$72K - $82.9K
|
1K
$139K
|
|
|
Feb 14, 2024
Q4 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
27.5K+ 1034.12% |
$3.3M - $3.8M
|
30.2K
$4.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
4.53KNew |
$543K - $626K
|
4.53K
$628K
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
2.9KNew |
$348K - $401K
|
2.9K
$402K
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
7New |
$839 - $967
|
7
$970
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
31.1KNew |
$3.73M - $4.3M
|
31.1K
$4.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
PUT |
24.6K+ 464.15% |
$2.95M - $3.4M
|
29.9K
$4.14M
|
|