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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
365+ 2.14% |
$45.5K - $62.4K
|
17.4K
$2.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
363+ 12.95% |
$45.3K - $62.1K
|
3.17K
$421K
|
|
|
Apr 24, 2024
Q1 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
357+ 0.2% |
$44.5K - $61K
|
176K
$23.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
356+ 12.68% |
$44.4K - $60.9K
|
3.16K
$421K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
355New |
$44.3K - $60.7K
|
355
$47.2K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
355New |
$44.3K - $60.7K
|
355
$47.2K
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
BUY
|
- |
354+ 1.05% |
$44.2K - $60.5K
|
34.1K
$4.54M
|
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
353+ 4.73% |
$44K - $60.4K
|
7.82K
$1.04M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
351+ 3.43% |
$43.8K - $60K
|
10.6K
$1.41M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
349+ 14.97% |
$43.5K - $59.7K
|
2.68K
$357K
|
|
|
Apr 02, 2024
Q1 2024
|
Wilsey Asset Management Inc
|
BUY
|
- |
348+ 0.16% |
$43.4K - $59.5K
|
222K
$29.5M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
342+ 174.49% |
$42.7K - $58.5K
|
538
$71.6K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
340+ 7.58% |
$42.4K - $58.1K
|
4.82K
$642K
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
340+ 17.97% |
$42.4K - $58.1K
|
2.23K
$297K
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
334+ 7.16% |
$41.7K - $57.1K
|
5K
$665K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
333New |
$41.5K - $56.9K
|
333
$44.3K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
327+ 53.61% |
$40.8K - $55.9K
|
937
$125K
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
325+ 2.98% |
$40.6K - $55.6K
|
11.2K
$1.49M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
324+ 9.61% |
$40.4K - $55.4K
|
3.69K
$492K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
315+ 11.55% |
$39.3K - $53.9K
|
3.04K
$405K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
313+ 5.03% |
$39.1K - $53.5K
|
6.54K
$870K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
311+ 25.64% |
$38.8K - $53.2K
|
1.52K
$203K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
308+ 3.86% |
$38.4K - $52.7K
|
8.29K
$1.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
305+ 13.3% |
$38.1K - $52.1K
|
2.6K
$346K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
304+ 17.5% |
$37.9K - $52K
|
2.04K
$272K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
300+ 4.31% |
$37.4K - $51.3K
|
7.26K
$966K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
299+ 29.11% |
$37.3K - $51.1K
|
1.33K
$176K
|
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
293+ 1.24% |
$36.6K - $50.1K
|
24K
$3.19M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
289+ 9.23% |
$36.1K - $49.4K
|
3.42K
$455K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
289+ 38.28% |
$36.1K - $49.4K
|
1.04K
$139K
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
285+ 16.38% |
$35.6K - $48.7K
|
2.03K
$269K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
285New |
$35.6K - $48.7K
|
285
$37.9K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
284+ 5.7% |
$35.4K - $48.6K
|
5.27K
$701K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
275+ 11.88% |
$34.3K - $47K
|
2.59K
$345K
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
274+ 0.46% |
$34.2K - $46.8K
|
59.9K
$7.97M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
274+ 46.84% |
$34.2K - $46.8K
|
859
$114K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
271+ 18.99% |
$33.8K - $46.3K
|
1.7K
$226K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
266+ 7.41% |
$33.2K - $45.5K
|
3.86K
$513K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
261+ 0.76% |
$32.6K - $44.6K
|
34.5K
$4.59M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
258+ 27.95% |
$32.2K - $44.1K
|
1.18K
$157K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
251New |
$31.3K - $42.9K
|
251
$33.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
250+ 25.25% |
$31.2K - $42.7K
|
1.24K
$165K
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
250+ 8.93% |
$31.2K - $42.7K
|
3.05K
$406K
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
249+ 2.87% |
$31.1K - $42.6K
|
8.91K
$1.19M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
248+ 2.21% |
$30.9K - $42.4K
|
11.5K
$1.53M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
247+ 15.9% |
$30.8K - $42.2K
|
1.8K
$240K
|
|
|
Apr 29, 2024
Q1 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
245+ 1.3% |
$30.6K - $41.9K
|
19.2K
$2.55M
|
|
|
May 13, 2024
Q1 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
245+ 9.88% |
$30.6K - $41.9K
|
2.73K
$363K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
222+ 11.36% |
$27.7K - $38K
|
2.18K
$290K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
222+ 1.63% |
$27.7K - $38K
|
13.9K
$1.85M
|