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 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
216New |
$27K - $36.9K
|
216
$28.7K
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
212+ 2.18% |
$26.5K - $36.2K
|
9.94K
$1.32M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
207+ 6.74% |
$25.8K - $35.4K
|
3.28K
$436K
|
|
|
Apr 22, 2024
Q1 2024
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
200+ 0.42% |
$25K - $34.2K
|
48.2K
$6.41M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
200+ 0.28% |
$25K - $34.2K
|
71.7K
$9.54M
|
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
200+ 3.28% |
$25K - $34.2K
|
6.29K
$837K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
200New |
$25K - $34.2K
|
200
$26.6K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
196New |
$24.5K - $33.5K
|
196
$26.1K
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
195+ 2.18% |
$24.3K - $33.3K
|
9.15K
$1.22M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
194New |
$24.2K - $33.2K
|
194
$25.8K
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
BUY
|
- |
189+ 6.6% |
$23.6K - $32.3K
|
3.05K
$406K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
188+ 0.97% |
$23.5K - $32.1K
|
19.5K
$2.59M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
187+ 2.88% |
$23.3K - $32K
|
6.69K
$890K
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
184+ 0.25% |
$23K - $31.5K
|
74.7K
$9.95M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
179+ 4.87% |
$22.3K - $30.6K
|
3.86K
$513K
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
BUY
|
- |
179+ 0.21% |
$22.3K - $30.6K
|
85.8K
$11.4M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
177+ 0.32% |
$22.1K - $30.3K
|
55.7K
$7.42M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
175+ 2.84% |
$21.8K - $29.9K
|
6.33K
$842K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
174+ 3.8% |
$21.7K - $29.8K
|
4.75K
$633K
|
|
|
Apr 12, 2024
Q1 2024
|
Unison Advisors LLC
|
BUY
|
- |
173+ 1.17% |
$21.6K - $29.6K
|
14.9K
$1.99M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
173+ 3.12% |
$21.6K - $29.6K
|
5.71K
$760K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
170+ 4.85% |
$21.2K - $29.1K
|
3.68K
$489K
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
167+ 10.4% |
$20.8K - $28.6K
|
1.77K
$236K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
167+ 1.84% |
$20.8K - $28.6K
|
9.26K
$1.23M
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
166New |
$20.7K - $28.4K
|
166
$22.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
165+ 3.72% |
$20.6K - $28.2K
|
4.6K
$612K
|
|
|
May 07, 2024
Q1 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
160+ 10.18% |
$20K - $27.4K
|
1.73K
$230K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
160+ 140.35% |
$20K - $27.4K
|
274
$36.5K
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
160+ 7.7% |
$20K - $27.4K
|
2.24K
$298K
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
155+ 2.37% |
$19.3K - $26.5K
|
6.69K
$890K
|
|
|
May 06, 2024
Q1 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
155+ 0.32% |
$19.3K - $26.5K
|
48.1K
$6.4M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
140+ 1.14% |
$17.5K - $23.9K
|
12.4K
$1.66M
|
|
|
May 06, 2024
Q1 2024
|
Ballast, Inc.
|
BUY
|
- |
139+ 2.44% |
$17.3K - $23.8K
|
5.85K
$778K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
134+ 7.64% |
$16.7K - $22.9K
|
1.89K
$251K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
133+ 30.3% |
$16.6K - $22.7K
|
572
$76.1K
|
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
BUY
|
- |
130+ 4.8% |
$16.2K - $22.2K
|
2.84K
$378K
|
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
127+ 0.31% |
$15.8K - $21.7K
|
40.8K
$5.43M
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
125+ 6.02% |
$15.6K - $21.4K
|
2.2K
$293K
|
|
|
May 01, 2024
Q1 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
124+ 2.37% |
$15.5K - $21.2K
|
5.35K
$712K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
122+ 4.56% |
$15.2K - $20.9K
|
2.8K
$372K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
113+ 1.35% |
$14.1K - $19.3K
|
8.46K
$1.13M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
112New |
$14K - $19.1K
|
112
$14.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
111+ 0.15% |
$13.8K - $19K
|
75.1K
$10M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
110+ 1.13% |
$13.7K - $18.8K
|
9.83K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
109+ 94.78% |
$13.6K - $18.6K
|
224
$29.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
108+ 5.26% |
$13.5K - $18.5K
|
2.16K
$288K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
108+ 300.0% |
$13.5K - $18.5K
|
144
$19.2K
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
108+ 8.8% |
$13.5K - $18.5K
|
1.34K
$178K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
103+ 1.6% |
$12.9K - $17.6K
|
6.53K
$868K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
103+ 4.38% |
$12.9K - $17.6K
|
2.45K
$326K
|