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 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
44+ 1.15% |
$5.49K - $7.52K
|
3.87K
$515K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
43+ 6.71% |
$5.37K - $7.35K
|
684
$91K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
42+ 1.07% |
$5.24K - $7.18K
|
3.95K
$525K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
41+ 1.38% |
$5.12K - $7.01K
|
3.01K
$400K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
39+ 0.43% |
$4.87K - $6.67K
|
9.02K
$1.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
38+ 0.62% |
$4.74K - $6.5K
|
6.17K
$820K
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
37+ 1.31% |
$4.62K - $6.33K
|
2.85K
$379K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
36+ 1.63% |
$4.49K - $6.16K
|
2.25K
$299K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
34+ 0.93% |
$4.24K - $5.81K
|
3.7K
$492K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
31+ 0.25% |
$3.87K - $5.3K
|
12.3K
$1.63M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
31+ 1.76% |
$3.87K - $5.3K
|
1.8K
$239K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
30+ 0.77% |
$3.74K - $5.13K
|
3.93K
$522K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
29+ 18.24% |
$3.62K - $4.96K
|
188
$25K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
28+ 43.75% |
$3.49K - $4.79K
|
92
$12.2K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
28+ 0.44% |
$3.49K - $4.79K
|
6.43K
$855K
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
27+ 9.12% |
$3.37K - $4.62K
|
323
$43K
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
27+ 1.57% |
$3.37K - $4.62K
|
1.75K
$233K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
27+ 0.81% |
$3.37K - $4.62K
|
3.37K
$448K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
27+ 0.25% |
$3.37K - $4.62K
|
10.8K
$1.44M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
26+ 81.25% |
$3.24K - $4.45K
|
58
$7.71K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
26+ 60.47% |
$3.24K - $4.45K
|
69
$9.18K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
25+ 15.24% |
$3.12K - $4.27K
|
189
$25.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
24+ 0.19% |
$2.99K - $4.1K
|
12.9K
$1.72M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
23+ 0.67% |
$2.87K - $3.93K
|
3.44K
$458K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
23+ 1150.0% |
$2.87K - $3.93K
|
25
$3.33K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
22+ 0.9% |
$2.74K - $3.76K
|
2.47K
$329K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
22+ 0.57% |
$2.74K - $3.76K
|
3.88K
$517K
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
22+ 0.64% |
$2.74K - $3.76K
|
3.44K
$457K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
21New |
$2.62K - $3.59K
|
21
$2.79K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
20+ 0.74% |
$2.5K - $3.42K
|
2.72K
$362K
|
|
|
May 06, 2024
Q1 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
20+ 1.12% |
$2.5K - $3.42K
|
1.81K
$240K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
19+ 0.32% |
$2.37K - $3.25K
|
5.99K
$796K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
19+ 17.12% |
$2.37K - $3.25K
|
130
$17.3K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
18+ 85.71% |
$2.25K - $3.08K
|
39
$5.19K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
18+ 0.59% |
$2.25K - $3.08K
|
3.09K
$411K
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
17+ 0.61% |
$2.12K - $2.91K
|
2.79K
$370K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
17+ 188.89% |
$2.12K - $2.91K
|
26
$3.46K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
15+ 0.76% |
$1.87K - $2.56K
|
2K
$266K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
15+ 4.7% |
$1.87K - $2.56K
|
334
$44.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
15+ 0.8% |
$1.87K - $2.56K
|
1.89K
$252K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
15New |
$1.87K - $2.56K
|
15
$2K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
15+ 53.57% |
$1.87K - $2.56K
|
43
$5.72K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
13+ 0.62% |
$1.62K - $2.22K
|
2.1K
$280K
|
|
|
May 14, 2024
Q1 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
13+ 5.51% |
$1.62K - $2.22K
|
249
$33.1K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
12+ 16.0% |
$1.5K - $2.05K
|
87
$11.6K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
12+ 0.39% |
$1.5K - $2.05K
|
3.06K
$407K
|
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
12+ 0.74% |
$1.5K - $2.05K
|
1.63K
$217K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
12New |
$1.5K - $2.05K
|
12
$1.6K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
12+ 13.64% |
$1.5K - $2.05K
|
100
$13.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
11+ 0.43% |
$1.37K - $1.88K
|
2.58K
$343K
|