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 |
---|---|---|---|---|---|---|---|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
150New |
$22.3K - $27.5K
|
150
$21K
|
|
Jul 30, 2024
Q2 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
150+ 4.62% |
$22.3K - $27.5K
|
3.4K
$475K
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
150+ 41.67% |
$22.3K - $27.5K
|
510
$71.3K
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
145+ 41.43% |
$21.5K - $26.6K
|
495
$69.2K
|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
136+ 8.95% |
$20.2K - $24.9K
|
1.66K
$232K
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
133+ 10.4% |
$19.7K - $24.4K
|
1.41K
$197K
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
131+ 10.87% |
$19.4K - $24K
|
1.34K
$187K
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
127+ 10.82% |
$18.8K - $23.3K
|
1.3K
$182K
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
113+ 3.67% |
$16.8K - $20.7K
|
3.19K
$447K
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
111+ 2.87% |
$16.5K - $20.4K
|
3.98K
$557K
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
100New |
$14.8K - $18.3K
|
100
$14K
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
BUY
|
- |
100+ 10.0% |
$14.8K - $18.3K
|
1.1K
$154K
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
97+ 8.16% |
$14.4K - $17.8K
|
1.29K
$180K
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
96+ 7.07% |
$14.2K - $17.6K
|
1.45K
$203K
|
|
Jul 19, 2024
Q2 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
92+ 7.59% |
$13.7K - $16.9K
|
1.3K
$182K
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
85New |
$12.6K - $15.6K
|
85
$11.9K
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
82+ 3.48% |
$12.2K - $15K
|
2.44K
$341K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
76New |
$11.3K - $13.9K
|
76
$10.6K
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
75+ 15.0% |
$11.1K - $13.8K
|
575
$80.4K
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
73+ 5.69% |
$10.8K - $13.4K
|
1.36K
$190K
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
73New |
$10.8K - $13.4K
|
73
$10.2K
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
72+ 5.45% |
$10.7K - $13.2K
|
1.39K
$195K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
70New |
$10.4K - $12.8K
|
70
$9.79K
|
|
Jul 26, 2024
Q2 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
70+ 1.56% |
$10.4K - $12.8K
|
4.54K
$635K
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
63+ 2.86% |
$9.35K - $11.6K
|
2.26K
$317K
|
|
Aug 30, 2024
Q2 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
62New |
$9.2K - $11.4K
|
62
$8.67K
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
60+ 10.6% |
$8.9K - $11K
|
626
$87.5K
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
56+ 3.84% |
$8.31K - $10.3K
|
1.52K
$212K
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
49New |
$7.27K - $8.99K
|
49
$6.85K
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
48+ 0.82% |
$7.12K - $8.8K
|
5.93K
$829K
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
46+ 2.63% |
$6.83K - $8.44K
|
1.8K
$251K
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
46+ 3.73% |
$6.83K - $8.44K
|
1.28K
$179K
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
40+ 3.04% |
$5.94K - $7.34K
|
1.36K
$189K
|
|
Jul 19, 2024
Q2 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
38+ 2.99% |
$5.64K - $6.97K
|
1.31K
$183K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
35New |
$5.19K - $6.42K
|
35
$4.89K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
26New |
$3.86K - $4.77K
|
26
$3.63K
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
25New |
$3.71K - $4.58K
|
25
$3.5K
|
|
Jul 08, 2024
Q2 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
24+ 1.47% |
$3.56K - $4.4K
|
1.66K
$232K
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
23+ 0.51% |
$3.41K - $4.22K
|
4.56K
$637K
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
18+ 0.2% |
$2.67K - $3.3K
|
8.93K
$1.25M
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
16New |
$2.37K - $2.93K
|
16
$2.24K
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
15New |
$2.23K - $2.75K
|
15
$2.1K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
14+ 3.41% |
$2.08K - $2.57K
|
424
$59.3K
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
14+ 0.98% |
$2.08K - $2.57K
|
1.45K
$202K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
13New |
$1.93K - $2.38K
|
13
$1.82K
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
10+ 0.59% |
$1.48K - $1.83K
|
1.69K
$236K
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
9New |
$1.34K - $1.65K
|
9
$1.26K
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
9+ 0.69% |
$1.34K - $1.65K
|
1.31K
$182K
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
6+ 1.85% |
$890 - $1.1K
|
331
$46.3K
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
3+ 0.16% |
$445 - $550
|
1.89K
$264K
|