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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Lrt Capital Management, LLC
Austin, TX |
SELL
|
- |
-4.76K- 68.85% |
$571K - $658K
|
2.16K
$299K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
3+ 0.14% |
$360 - $414
|
2.19K
$303K
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
22.1KNew |
$2.65M - $3.06M
|
22.1K
$3.07M
|
|
|
Feb 01, 2024
Q4 2023
|
Ardevora Asset Management LLP
|
SELL
|
- |
-36.3K- 29.56% |
$4.36M - $5.01M
|
86.5K
$12M
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
60New |
$7.2K - $8.29K
|
60
$8.31K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
87New |
$10.4K - $12K
|
87
$12.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
20+ 117.65% |
$2.4K - $2.76K
|
37
$5.13K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
278New |
$33.3K - $38.4K
|
278
$38.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
70New |
$8.39K - $9.67K
|
70
$9.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-2.78K- 68.69% |
$333K - $384K
|
1.27K
$176K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.61K+ 78.12% |
$194K - $223K
|
3.68K
$510K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
3.29KNew |
$394K - $454K
|
3.29K
$455K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
13New |
$1.56K - $1.8K
|
13
$1.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Smith, Graham & Co., Investment Advisors, LP
|
SELL
|
- |
-2.96K- 9.25% |
$355K - $409K
|
29K
$4.02M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4.75KNew |
$570K - $656K
|
4.75K
$658K
|
|
|
Jan 29, 2024
Q4 2023
|
Aquila Investment Management LLC
|
SELL
|
- |
-2K- 12.5% |
$240K - $276K
|
14K
$1.94M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
47+ 0.59% |
$5.64K - $6.49K
|
7.98K
$1.11M
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-100- 71.43% |
$12K - $13.8K
|
40
$5.54K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
408+ 93.15% |
$48.9K - $56.3K
|
846
$117K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
65New |
$7.79K - $8.98K
|
65
$9.01K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
3+ 2.08% |
$360 - $414
|
147
$20.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-733- 92.32% |
$87.9K - $101K
|
61
$8.45K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-178- 22.42% |
$21.3K - $24.6K
|
616
$85.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
BUY
|
- |
1.94KNew |
$233K - $268K
|
1.94K
$269K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-175- 8.47% |
$21K - $24.2K
|
1.89K
$262K
|
|
|
Jan 23, 2024
Q4 2023
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
250+ 10.0% |
$30K - $34.5K
|
2.75K
$381K
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
5+ 0.29% |
$600 - $690
|
1.73K
$240K
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-56- 1.78% |
$6.72K - $7.73K
|
3.09K
$429K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
241+ 7.88% |
$28.9K - $33.3K
|
3.3K
$457K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-21- 50.0% |
$2.52K - $2.9K
|
21
$2.91K
|
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-10- 0.64% |
$1.2K - $1.38K
|
1.56K
$216K
|
|
|
Jan 22, 2024
Q4 2023
|
Oak Thistle LLC
|
SELL
|
- |
-669- 22.33% |
$80.2K - $92.4K
|
2.33K
$322K
|
|
|
Jan 19, 2024
Q4 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
2.44K+ 57.25% |
$292K - $337K
|
6.69K
$928K
|
|
|
Jan 19, 2024
Q4 2023
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-32.3K- 41.46% |
$3.87M - $4.46M
|
45.6K
$6.32M
|
|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
BUY
|
- |
5+ 0.14% |
$600 - $690
|
3.71K
$513K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-339- 23.16% |
$40.7K - $46.8K
|
1.13K
$156K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-200- 4.14% |
$24K - $27.6K
|
4.63K
$642K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
1.66KNew |
$199K - $229K
|
1.66K
$230K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
800New |
$95.9K - $110K
|
800
$111K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-353- 7.0% |
$42.3K - $48.7K
|
4.69K
$650K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-10- 0.51% |
$1.2K - $1.38K
|
1.95K
$270K
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-9- 0.48% |
$1.08K - $1.24K
|
1.85K
$256K
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
745New |
$89.3K - $103K
|
745
$103K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
4.86KNew |
$582K - $671K
|
4.86K
$673K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.24% |
$120 - $138
|
418
$57.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
200New |
$24K - $27.6K
|
200
$27.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-290- 3.59% |
$34.8K - $40K
|
7.78K
$1.08M
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
1.81KNew |
$217K - $250K
|
1.81K
$251K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-33- 19.64% |
$3.96K - $4.56K
|
135
$18.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-65- 0.39% |
$7.79K - $8.98K
|
16.4K
$2.28M
|