Latest Institutional Purchases of Valero Energy Corp (VLO)
This list provides information on the latest institutional transactions involving Valero Energy Corp (VLO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
29+ 0.66% |
$3.85K - $4.74K
|
4.42K
$623K
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
29+ 38.67% |
$3.85K - $4.74K
|
104
$14.7K
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
28+ 0.33% |
$3.72K - $4.58K
|
8.51K
$1.2M
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
27+ 0.22% |
$3.59K - $4.41K
|
12.5K
$1.77M
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
26+ 1.48% |
$3.45K - $4.25K
|
1.78K
$251K
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
26+ 0.75% |
$3.45K - $4.25K
|
3.49K
$492K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
25+ 1.9% |
$3.32K - $4.09K
|
1.34K
$189K
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
24+ 0.77% |
$3.19K - $3.92K
|
3.12K
$440K
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
24+ 0.89% |
$3.19K - $3.92K
|
2.73K
$385K
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
22+ 22.0% |
$2.92K - $3.6K
|
122
$17.2K
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
22+ 0.56% |
$2.92K - $3.6K
|
3.93K
$553K
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
21+ 1.31% |
$2.79K - $3.43K
|
1.62K
$228K
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
21+ 1.2% |
$2.79K - $3.43K
|
1.77K
$250K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21+ 0.71% |
$2.79K - $3.43K
|
2.96K
$417K
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
19+ 2.09% |
$2.52K - $3.11K
|
927
$131K
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
18+ 2.05% |
$2.39K - $2.94K
|
898
$127K
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
17+ 0.18% |
$2.26K - $2.78K
|
9.43K
$1.33M
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
17+ 0.57% |
$2.26K - $2.78K
|
3.02K
$425K
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
16+ 0.61% |
$2.12K - $2.62K
|
2.65K
$373K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
16+ 0.39% |
$2.12K - $2.62K
|
4.13K
$582K
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
15+ 7.81% |
$1.99K - $2.45K
|
207
$29.2K
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
15+ 0.17% |
$1.99K - $2.45K
|
8.61K
$1.21M
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
15+ 0.68% |
$1.99K - $2.45K
|
2.22K
$312K
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
15+ 0.29% |
$1.99K - $2.45K
|
5.25K
$740K
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
14+ 0.18% |
$1.86K - $2.29K
|
7.77K
$1.09M
|
|
Oct 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
14+ 0.09% |
$1.86K - $2.29K
|
15.4K
$2.17M
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
13+ 0.23% |
$1.73K - $2.13K
|
5.65K
$796K
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
13New |
$1.73K - $2.13K
|
13
$1.83K
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
13+ 0.55% |
$1.73K - $2.13K
|
2.39K
$336K
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
13New |
$1.73K - $2.13K
|
13
$1.83K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
13New |
$1.73K - $2.13K
|
13
$1.83K
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
13+ 0.74% |
$1.73K - $2.13K
|
1.76K
$248K
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
13+ 0.24% |
$1.73K - $2.13K
|
5.47K
$770K
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
12+ 0.73% |
$1.59K - $1.96K
|
1.66K
$233K
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
12+ 0.39% |
$1.59K - $1.96K
|
3.06K
$431K
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
12+ 0.75% |
$1.59K - $1.96K
|
1.6K
$226K
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
11+ 0.32% |
$1.46K - $1.8K
|
3.47K
$488K
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
10+ 0.17% |
$1.33K - $1.63K
|
5.93K
$836K
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
9+ 0.53% |
$1.2K - $1.47K
|
1.72K
$242K
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
9+ 0.58% |
$1.2K - $1.47K
|
1.55K
$219K
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
8+ 1.54% |
$1.06K - $1.31K
|
528
$74.4K
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
8+ 0.49% |
$1.06K - $1.31K
|
1.65K
$232K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
8New |
$1.06K - $1.31K
|
8
$1.13K
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
8+ 0.74% |
$1.06K - $1.31K
|
1.09K
$153K
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
7+ 2.08% |
$930 - $1.14K
|
343
$48.3K
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
7+ 0.09% |
$930 - $1.14K
|
7.97K
$1.12M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6+ 0.2% |
$797 - $981
|
3.01K
$423K
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
6+ 0.25% |
$797 - $981
|
2.38K
$335K
|
|
Oct 30, 2024
Q3 2024
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.81% |
$664 - $817
|
620
$87.4K
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
5New |
$664 - $817
|
5
$705
|