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 |
---|---|---|---|---|---|---|---|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
256+ 16.89% |
$30.4K - $36.9K
|
1.77K
$247K
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
10.1KNew |
$1.2M - $1.45M
|
10.1K
$1.41M
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
975+ 780.0% |
$116K - $140K
|
1.1K
$153K
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-110- 2.34% |
$13K - $15.8K
|
4.59K
$640K
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
628+ 12.95% |
$74.5K - $90.4K
|
5.48K
$764K
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
10+ 17.54% |
$1.19K - $1.44K
|
67
$9.35K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4+ 0.73% |
$474 - $576
|
555
$77.4K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
155+ 0.15% |
$18.4K - $22.3K
|
103K
$14.3M
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
22+ 7.72% |
$2.61K - $3.17K
|
307
$42.8K
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-7- 12.5% |
$830 - $1.01K
|
49
$6.83K
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
9+ 4.84% |
$1.07K - $1.3K
|
195
$27.2K
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
26+ 16.77% |
$3.08K - $3.74K
|
181
$25.2K
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1K+ 6.87% |
$119K - $144K
|
15.6K
$2.17M
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-574- 3.26% |
$68.1K - $82.7K
|
17K
$2.38M
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.06M- 98.84% |
$126M - $153M
|
12.5K
$1.74M
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
1.24K+ 30.59% |
$146K - $178K
|
5.27K
$735K
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
587+ 4.6% |
$69.6K - $84.5K
|
13.4K
$1.86M
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
2.96K+ 10.75% |
$351K - $427K
|
30.5K
$4.26M
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-50- 1.76% |
$5.93K - $7.2K
|
2.78K
$388K
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-66- 2.38% |
$7.83K - $9.51K
|
2.71K
$378K
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-33- 20.75% |
$3.91K - $4.75K
|
126
$17.6K
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
11.4KNew |
$1.35M - $1.64M
|
11.4K
$1.59M
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-190- 3.62% |
$22.5K - $27.4K
|
5.06K
$706K
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-46- 5.48% |
$5.46K - $6.62K
|
794
$111K
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-125- 0.48% |
$14.8K - $18K
|
26K
$3.63M
|
|
Jan 07, 2025
Q4 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-346- 2.25% |
$41K - $49.8K
|
15K
$2.1M
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.01% |
$237 - $288
|
201
$28K
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-184K- 27.59% |
$21.9M - $26.6M
|
484K
$67.5M
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
6+ 1.01% |
$712 - $864
|
600
$83.7K
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
15+ 0.94% |
$1.78K - $2.16K
|
1.62K
$226K
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
426+ 4.03% |
$50.5K - $61.4K
|
11K
$1.53M
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-110- 1.5% |
$13K - $15.8K
|
7.22K
$1.01M
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-24.4K- 60.1% |
$2.9M - $3.52M
|
16.2K
$2.26M
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-169- 3.2% |
$20K - $24.3K
|
5.12K
$713K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
233+ 18.09% |
$27.6K - $33.6K
|
1.52K
$212K
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-599- 6.41% |
$71K - $86.3K
|
8.75K
$1.22M
|
|
Q3 2024 | |||||||
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
40New |
$5.31K - $6.54K
|
40
$5.58K
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
511+ 35.91% |
$67.9K - $83.5K
|
1.93K
$270K
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
87K+ 4.63% |
$11.6M - $14.2M
|
1.97M
$274M
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
273+ 2.1% |
$36.3K - $44.6K
|
13.3K
$1.85M
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
9New |
$1.2K - $1.47K
|
9
$1.26K
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.74K- 13.04% |
$231K - $284K
|
11.6K
$1.62M
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
BUY
|
- |
135+ 3.25% |
$17.9K - $22.1K
|
4.29K
$598K
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-55- 6.32% |
$7.3K - $8.99K
|
815
$114K
|
|
Dec 03, 2024
Q3 2024
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
16.9KNew |
$2.25M - $2.76M
|
16.9K
$2.36M
|
|
Nov 27, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.26M- 21.19% |
$167M - $206M
|
4.69M
$654M
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-520- 3.41% |
$69.1K - $85K
|
14.7K
$2.05M
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-29- 0.12% |
$3.85K - $4.74K
|
24K
$3.35M
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
132KNew |
$17.6M - $21.7M
|
132K
$18.5M
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
16+ 0.62% |
$2.12K - $2.62K
|
2.59K
$362K
|