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 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-516- 3.83% |
$64.4K - $88.2K
|
12.9K
$1.73M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-521- 25.38% |
$65K - $89.1K
|
1.53K
$204K
|
|
|
May 23, 2024
Q1 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-523- 2.66% |
$65.3K - $89.4K
|
19.2K
$2.56M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-529- 10.48% |
$66K - $90.4K
|
4.52K
$603K
|
|
|
May 09, 2024
Q1 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-538- 14.95% |
$67.1K - $92K
|
3.06K
$408K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-541- 29.31% |
$67.5K - $92.5K
|
1.31K
$174K
|
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-545- 14.26% |
$68K - $93.2K
|
3.28K
$437K
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-551- 15.17% |
$68.7K - $94.2K
|
3.08K
$411K
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-551- 14.51% |
$68.7K - $94.2K
|
3.25K
$433K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-553- 9.85% |
$69K - $94.6K
|
5.06K
$675K
|
|
|
May 14, 2024
Q1 2024
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-581- 6.02% |
$72.5K - $99.3K
|
9.07K
$1.21M
|
|
|
May 08, 2024
Q1 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-585- 4.56% |
$73K - $100K
|
12.2K
$1.63M
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-600- 3.61% |
$74.9K - $103K
|
16K
$2.13M
|
|
|
May 03, 2024
Q1 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-600- 2.54% |
$74.9K - $103K
|
23K
$3.07M
|
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-600- 18.98% |
$74.9K - $103K
|
2.56K
$342K
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-609- 5.15% |
$76K - $104K
|
11.2K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-627- 13.3% |
$78.2K - $107K
|
4.09K
$545K
|
|
|
May 15, 2024
Q1 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-634- 16.63% |
$79.1K - $108K
|
3.18K
$424K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-636- 1.18% |
$79.4K - $109K
|
53.1K
$7.08M
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-643- 12.08% |
$80.2K - $110K
|
4.68K
$624K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-645- 30.38% |
$80.5K - $110K
|
1.48K
$197K
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-649- 15.71% |
$81K - $111K
|
3.48K
$464K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-654- 4.05% |
$81.6K - $112K
|
15.5K
$2.07M
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-660- 2.7% |
$82.3K - $113K
|
23.8K
$3.17M
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-690- 16.05% |
$86.1K - $118K
|
3.61K
$481K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-691- 5.62% |
$86.2K - $118K
|
11.6K
$1.55M
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-700- 29.28% |
$87.3K - $120K
|
1.69K
$226K
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-705- 35.09% |
$88K - $121K
|
1.3K
$174K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-708- 1.52% |
$88.3K - $121K
|
45.7K
$6.1M
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-711- 12.63% |
$88.7K - $122K
|
4.92K
$656K
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-765- 6.16% |
$95.4K - $131K
|
11.6K
$1.55M
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-769- 0.48% |
$95.9K - $131K
|
159K
$21.3M
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-795- 1.59% |
$99.2K - $136K
|
49.3K
$6.57M
|
|
|
Apr 12, 2024
Q1 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-796- 18.71% |
$99.3K - $136K
|
3.46K
$461K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-799- 6.33% |
$99.7K - $137K
|
11.8K
$1.58M
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-800- 3.88% |
$99.8K - $137K
|
19.8K
$2.64M
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-800- 0.83% |
$99.8K - $137K
|
96K
$12.8M
|
|
|
May 03, 2024
Q1 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-807- 5.27% |
$101K - $138K
|
14.5K
$1.93M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-820- 20.33% |
$102K - $140K
|
3.21K
$429K
|
|
|
Apr 09, 2024
Q1 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-828- 10.66% |
$103K - $142K
|
6.94K
$926K
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-841- 0.94% |
$105K - $144K
|
89.1K
$11.9M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-842- 2.06% |
$105K - $144K
|
40.1K
$5.35M
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-856- 7.26% |
$107K - $146K
|
10.9K
$1.46M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-867- 36.86% |
$108K - $148K
|
1.49K
$198K
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-868- 38.65% |
$108K - $148K
|
1.38K
$184K
|
|
|
May 02, 2024
Q1 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-874- 3.02% |
$109K - $149K
|
28.1K
$3.74M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-891- 4.51% |
$111K - $152K
|
18.8K
$2.51M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-894- 7.37% |
$112K - $153K
|
11.2K
$1.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-895- 7.01% |
$112K - $153K
|
11.9K
$1.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-898- 2.52% |
$112K - $154K
|
34.8K
$4.64M
|