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 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-5Closed |
$624 - $855
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-5- 9.8% |
$624 - $855
|
46
$5.17K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-5- 0.44% |
$624 - $855
|
1.12K
$126K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-6- 0.15% |
$749 - $1.03K
|
3.9K
$439K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-6- 8.7% |
$749 - $1.03K
|
63
$7.08K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-7- 0.88% |
$873 - $1.2K
|
792
$89.1K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-8- 0.12% |
$998 - $1.37K
|
6.59K
$741K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-10- 0.19% |
$1.25K - $1.71K
|
5.2K
$585K
|
|
|
Apr 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-10- 0.54% |
$1.25K - $1.71K
|
1.84K
$207K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-11- 0.46% |
$1.37K - $1.88K
|
2.41K
$271K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-11- 1.34% |
$1.37K - $1.88K
|
812
$91.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-12- 2.1% |
$1.5K - $2.05K
|
560
$63K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-12- 2.17% |
$1.5K - $2.05K
|
541
$60.8K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-12- 21.43% |
$1.5K - $2.05K
|
44
$4.95K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-15- 6.98% |
$1.87K - $2.56K
|
200
$22.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-15- 0.88% |
$1.87K - $2.56K
|
1.68K
$189K
|
|
|
Apr 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-15- 0.37% |
$1.87K - $2.56K
|
4.04K
$454K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-17- 54.84% |
$2.12K - $2.91K
|
14
$1.57K
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-18- 0.14% |
$2.25K - $3.08K
|
13.2K
$1.48M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-19- 6.67% |
$2.37K - $3.25K
|
266
$29.9K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-21- 0.79% |
$2.62K - $3.59K
|
2.65K
$298K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-23- 2.35% |
$2.87K - $3.93K
|
954
$107K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-24- 0.11% |
$2.99K - $4.1K
|
21.5K
$2.42M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-24- 0.64% |
$2.99K - $4.1K
|
3.74K
$421K
|
|
|
Apr 19, 2024
Q1 2024
|
Fruth Investment Management
|
SELL
|
- |
-25- 0.15% |
$3.12K - $4.27K
|
17.1K
$1.93M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-25- 0.44% |
$3.12K - $4.27K
|
5.69K
$640K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-27- 0.79% |
$3.37K - $4.62K
|
3.38K
$380K
|
|
|
Apr 26, 2024
Q1 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-28- 0.88% |
$3.49K - $4.79K
|
3.17K
$356K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-28- 0.33% |
$3.49K - $4.79K
|
8.57K
$964K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-31- 0.95% |
$3.87K - $5.3K
|
3.23K
$364K
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-31- 0.08% |
$3.87K - $5.3K
|
38K
$4.27M
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-31- 0.53% |
$3.87K - $5.3K
|
5.77K
$649K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-32- 1.12% |
$3.99K - $5.47K
|
2.82K
$317K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-33- 12.0% |
$4.12K - $5.64K
|
242
$27.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-33- 0.3% |
$4.12K - $5.64K
|
11K
$1.24M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-33- 1.17% |
$4.12K - $5.64K
|
2.78K
$312K
|
|
|
May 10, 2024
Q1 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-34- 0.15% |
$4.24K - $5.81K
|
22K
$2.48M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-34- 0.9% |
$4.24K - $5.81K
|
3.75K
$422K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-36- 0.61% |
$4.49K - $6.16K
|
5.91K
$665K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-37- 0.79% |
$4.62K - $6.33K
|
4.67K
$525K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-37- 1.05% |
$4.62K - $6.33K
|
3.47K
$390K
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-38- 0.14% |
$4.74K - $6.5K
|
26.7K
$3.01M
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-39- 0.87% |
$4.87K - $6.67K
|
4.43K
$498K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-40- 67.8% |
$4.99K - $6.84K
|
19
$2.14K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-40- 1.82% |
$4.99K - $6.84K
|
2.16K
$243K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-41- 0.87% |
$5.12K - $7.01K
|
4.69K
$527K
|
|
|
May 09, 2024
Q1 2024
|
Tiff Advisory Services Inc
|
SELL
|
- |
-41- 3.22% |
$5.12K - $7.01K
|
1.23K
$139K
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-42- 0.48% |
$5.24K - $7.18K
|
8.76K
$986K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-43- 1.15% |
$5.37K - $7.35K
|
3.71K
$417K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-44- 2.06% |
$5.49K - $7.52K
|
2.1K
$236K
|