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 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
102+ 3.76% |
$12.7K - $17.4K
|
2.82K
$375K
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.09% |
$12.5K - $17.1K
|
106K
$14.1M
|
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
100New |
$12.5K - $17.1K
|
100
$13.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
100New |
$12.5K - $17.1K
|
100
$13.3K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
100+ 5.74% |
$12.5K - $17.1K
|
1.84K
$245K
|
|
|
Apr 17, 2024
Q1 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
98+ 0.38% |
$12.2K - $16.8K
|
26K
$3.46M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
96+ 1.3% |
$12K - $16.4K
|
7.49K
$997K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
96+ 0.46% |
$12K - $16.4K
|
20.9K
$2.79M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
93+ 3.04% |
$11.6K - $15.9K
|
3.15K
$420K
|
|
|
May 15, 2024
Q1 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
92+ 4.37% |
$11.5K - $15.7K
|
2.2K
$293K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
92+ 1.78% |
$11.5K - $15.7K
|
5.25K
$698K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
90+ 5.33% |
$11.2K - $15.4K
|
1.78K
$237K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
89+ 423.81% |
$11.1K - $15.2K
|
110
$14.6K
|
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
89+ 0.15% |
$11.1K - $15.2K
|
58.3K
$7.76M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
86+ 1.12% |
$10.7K - $14.7K
|
7.79K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
85+ 3.82% |
$10.6K - $14.5K
|
2.31K
$307K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
84New |
$10.5K - $14.4K
|
84
$11.2K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
83New |
$10.4K - $14.2K
|
83
$11K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
82+ 0.12% |
$10.2K - $14K
|
70.4K
$9.37M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
81+ 1.42% |
$10.1K - $13.8K
|
5.77K
$768K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
80+ 1.4% |
$9.98K - $13.7K
|
5.78K
$769K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
80+ 3.98% |
$9.98K - $13.7K
|
2.09K
$278K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
80+ 1.5% |
$9.98K - $13.7K
|
5.41K
$720K
|
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
79+ 1.81% |
$9.86K - $13.5K
|
4.44K
$591K
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
76+ 3.38% |
$9.48K - $13K
|
2.32K
$309K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
76+ 0.51% |
$9.48K - $13K
|
15K
$2M
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
73+ 0.87% |
$9.11K - $12.5K
|
8.46K
$1.13M
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
73+ 2.78% |
$9.11K - $12.5K
|
2.7K
$359K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
71+ 4.56% |
$8.86K - $12.1K
|
1.63K
$217K
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
67+ 3.05% |
$8.36K - $11.5K
|
2.26K
$301K
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
67+ 3.52% |
$8.36K - $11.5K
|
1.97K
$262K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
65+ 1.13% |
$8.11K - $11.1K
|
5.8K
$771K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
65+ 1.45% |
$8.11K - $11.1K
|
4.53K
$603K
|
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
64+ 0.44% |
$7.99K - $10.9K
|
14.7K
$1.95M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
64+ 32.65% |
$7.99K - $10.9K
|
260
$34.6K
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
63+ 1.19% |
$7.86K - $10.8K
|
5.35K
$712K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
59+ 4.65% |
$7.36K - $10.1K
|
1.33K
$177K
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
58+ 1.46% |
$7.24K - $9.92K
|
4.04K
$538K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
56+ 3.14% |
$6.99K - $9.57K
|
1.84K
$245K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
54+ 15.17% |
$6.74K - $9.23K
|
410
$54.6K
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
52+ 3.24% |
$6.49K - $8.89K
|
1.66K
$221K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
51+ 0.59% |
$6.36K - $8.72K
|
8.66K
$1.15M
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
BUY
|
- |
51+ 1.92% |
$6.36K - $8.72K
|
2.71K
$361K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
51+ 0.55% |
$6.36K - $8.72K
|
9.38K
$1.25M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
51+ 0.26% |
$6.36K - $8.72K
|
19.5K
$2.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
49+ 38.28% |
$6.11K - $8.38K
|
177
$23.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
48+ 0.48% |
$5.99K - $8.21K
|
10K
$1.34M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
48+ 240.0% |
$5.99K - $8.21K
|
68
$9.05K
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
47+ 0.37% |
$5.86K - $8.04K
|
12.7K
$1.7M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
46+ 0.4% |
$5.74K - $7.87K
|
11.6K
$1.55M
|