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 |
---|---|---|---|---|---|---|---|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
873New |
$105K - $121K
|
873
$118K
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
800New |
$95.9K - $110K
|
800
$108K
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
745New |
$89.3K - $103K
|
745
$101K
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
521+ 19.45% |
$62.5K - $71.9K
|
3.2K
$433K
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
476New |
$57.1K - $65.7K
|
476
$64.4K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
408+ 93.15% |
$48.9K - $56.3K
|
846
$114K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
278New |
$33.3K - $38.4K
|
278
$37.6K
|
|
Jan 23, 2024
Q4 2023
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
250+ 10.0% |
$30K - $34.5K
|
2.75K
$372K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
200New |
$24K - $27.6K
|
200
$27.1K
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
200New |
$24K - $27.6K
|
200
$27.1K
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
200+ 13.33% |
$24K - $27.6K
|
1.7K
$230K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
200New |
$24K - $27.6K
|
200
$27.1K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
157New |
$18.8K - $21.7K
|
157
$21.2K
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
100New |
$12K - $13.8K
|
100
$13.5K
|
|
Feb 09, 2024
Q4 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
100+ 1.37% |
$12K - $13.8K
|
7.43K
$1M
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
87New |
$10.4K - $12K
|
87
$11.8K
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
70New |
$8.39K - $9.67K
|
70
$9.47K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
65New |
$7.79K - $8.98K
|
65
$8.8K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
60New |
$7.2K - $8.29K
|
60
$8.12K
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
60New |
$7.2K - $8.29K
|
60
$8.12K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
47+ 0.59% |
$5.64K - $6.49K
|
7.98K
$1.08M
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
46New |
$5.52K - $6.35K
|
46
$6.22K
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
45New |
$5.4K - $6.21K
|
45
$6.09K
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
36New |
$4.32K - $4.97K
|
36
$4.87K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
33New |
$3.96K - $4.56K
|
33
$4.47K
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
31New |
$3.72K - $4.28K
|
31
$4.19K
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
20+ 117.65% |
$2.4K - $2.76K
|
37
$5.01K
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
18+ 0.76% |
$2.16K - $2.49K
|
2.39K
$324K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
13New |
$1.56K - $1.8K
|
13
$1.76K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
12+ 2.29% |
$1.44K - $1.66K
|
537
$72.7K
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
8New |
$959 - $1.1K
|
8
$1.08K
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
7New |
$839 - $967
|
7
$947
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
5+ 0.29% |
$600 - $690
|
1.73K
$234K
|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
BUY
|
- |
5+ 0.14% |
$600 - $690
|
3.71K
$501K
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
3+ 0.14% |
$360 - $414
|
2.19K
$296K
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
3+ 2.08% |
$360 - $414
|
147
$19.9K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 1.25% |
$240 - $276
|
162
$21.9K
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.24% |
$120 - $138
|
418
$56.6K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Cobalt Capital Management, Inc.
Short Hills, NJ |
BUY
|
- |
70KNew |
$7.88M - $10.3M
|
70K
$9.47M
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
66.5KNew |
$7.49M - $9.79M
|
66.5K
$9M
|
|
Nov 14, 2023
Q3 2023
|
Kgh LTD
Nassau, C5 |
BUY
|
- |
62K+ 116.5% |
$6.98M - $9.13M
|
115K
$15.6M
|
|
Nov 14, 2023
Q3 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
PUT |
50KNew |
$5.63M - $7.36M
|
50K
$6.77M
|
|
Oct 16, 2023
Q3 2023
|
Artemis Investment Management LLP
|
BUY
|
- |
41.6KNew |
$4.69M - $6.13M
|
41.6K
$5.63M
|
|
Nov 14, 2023
Q3 2023
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
PUT |
40KNew |
$4.5M - $5.89M
|
40K
$5.41M
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
34.7KNew |
$3.91M - $5.11M
|
34.7K
$4.7M
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
25.4KNew |
$2.86M - $3.74M
|
25.4K
$3.44M
|
|
Nov 14, 2023
Q3 2023
|
Castle Knight Management LP
New York, NY |
BUY
|
CALL |
25KNew |
$2.82M - $3.68M
|
25K
$3.38M
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
13.8KNew |
$1.55M - $2.03M
|
13.8K
$1.87M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
11.9KNew |
$1.34M - $1.75M
|
11.9K
$1.61M
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
11.3K+ 4.0% |
$1.27M - $1.66M
|
294K
$39.8M
|