Purchases and Sales Made in Q1 2024 in Valero Energy Corp (VLO)
This table provides information about the institutional ownership of Valero Energy Corp (VLO) during Q1 2024. The information is specifically focused on institutions that hold shares of VALERO ENERGY CORP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
610+ 100.0% |
$76.1K - $104K
|
1.22K
$162K
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
610+ 7.75% |
$76.1K - $104K
|
8.48K
$1.13M
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
607+ 3.87% |
$75.7K - $104K
|
16.3K
$2.17M
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
607+ 6.01% |
$75.7K - $104K
|
10.7K
$1.42M
|
|
May 13, 2024
Q1 2024
|
Cambridge Financial Group, Inc.
Columbus, OH |
BUY
|
- |
600+ 1.41% |
$74.9K - $103K
|
43.2K
$5.74M
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
598+ 31.64% |
$74.6K - $102K
|
2.49K
$331K
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
595+ 24.46% |
$74.2K - $102K
|
3.03K
$403K
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
592+ 3.78% |
$73.9K - $101K
|
16.2K
$2.16M
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
590+ 14.79% |
$73.6K - $101K
|
4.58K
$609K
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
587+ 4.95% |
$73.2K - $100K
|
12.5K
$1.66M
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
582+ 639.56% |
$72.6K - $99.5K
|
673
$89.5K
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
575+ 1.5% |
$71.7K - $98.3K
|
39K
$5.18M
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
574+ 0.68% |
$71.6K - $98.1K
|
85.1K
$11.3M
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
572+ 4.12% |
$71.4K - $97.8K
|
14.5K
$1.92M
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
569+ 1.37% |
$71K - $97.3K
|
42.2K
$5.61M
|
|
May 15, 2024
Q1 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
563+ 13.42% |
$70.2K - $96.3K
|
4.76K
$633K
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
558+ 6.11% |
$69.6K - $95.4K
|
9.7K
$1.29M
|
|
May 13, 2024
Q1 2024
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
540+ 4.11% |
$67.4K - $92.3K
|
13.7K
$1.82M
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
539+ 7.45% |
$67.3K - $92.2K
|
7.78K
$1.03M
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
537+ 5.18% |
$67K - $91.8K
|
10.9K
$1.45M
|
|
May 13, 2024
Q1 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
536+ 3.44% |
$66.9K - $91.6K
|
16.1K
$2.14M
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
509+ 2.24% |
$63.5K - $87K
|
23.2K
$3.09M
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
505+ 17.94% |
$63K - $86.3K
|
3.32K
$442K
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
500+ 7.86% |
$62.4K - $85.5K
|
6.86K
$912K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
499+ 13.05% |
$62.3K - $85.3K
|
4.32K
$575K
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
493+ 7.37% |
$61.5K - $84.3K
|
7.18K
$955K
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
484+ 21.06% |
$60.4K - $82.8K
|
2.78K
$370K
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
475+ 22.88% |
$59.3K - $81.2K
|
2.55K
$339K
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
472+ 15.17% |
$58.9K - $80.7K
|
3.58K
$477K
|
|
May 02, 2024
Q1 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
465+ 0.9% |
$58K - $79.5K
|
52.2K
$6.95M
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
456New |
$56.9K - $78K
|
456
$60.6K
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
450+ 7.67% |
$56.1K - $76.9K
|
6.32K
$840K
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
449+ 1.97% |
$56K - $76.8K
|
23.3K
$3.09M
|
|
May 13, 2024
Q1 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
447+ 5.59% |
$55.8K - $76.4K
|
8.45K
$1.12M
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
442+ 9.98% |
$55.1K - $75.6K
|
4.87K
$648K
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
442+ 22.52% |
$55.1K - $75.6K
|
2.41K
$320K
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
441+ 16.78% |
$55K - $75.4K
|
3.07K
$408K
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
438+ 1.28% |
$54.6K - $74.9K
|
34.8K
$4.62M
|
|
May 15, 2024
Q1 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
435+ 4.49% |
$54.3K - $74.4K
|
10.1K
$1.35M
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
431+ 10.61% |
$53.8K - $73.7K
|
4.49K
$598K
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
430+ 3.96% |
$53.7K - $73.5K
|
11.3K
$1.5M
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
423+ 3.55% |
$52.8K - $72.3K
|
12.3K
$1.64M
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
411+ 4.28% |
$51.3K - $70.3K
|
10K
$1.33M
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
409+ 7.14% |
$51K - $69.9K
|
6.14K
$816K
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
400+ 7.92% |
$49.9K - $68.4K
|
5.45K
$725K
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
396+ 19.28% |
$49.4K - $67.7K
|
2.45K
$326K
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
382New |
$47.7K - $65.3K
|
382
$50.8K
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
375New |
$46.8K - $64.1K
|
375
$49.9K
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
372+ 15.63% |
$46.4K - $63.6K
|
2.75K
$366K
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
365+ 2.14% |
$45.5K - $62.4K
|
17.4K
$2.31M
|