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
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.97K+ 5.63% |
$245K - $336K
|
36.9K
$4.91M
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.96K+ 15.95% |
$245K - $336K
|
14.3K
$1.9M
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.96K+ 25.66% |
$244K - $335K
|
9.59K
$1.27M
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.93K+ 3.28% |
$241K - $331K
|
60.9K
$8.1M
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.91KNew |
$238K - $326K
|
1.91K
$253K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.9K+ 0.95% |
$237K - $324K
|
202K
$26.9M
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.89K+ 14.03% |
$236K - $324K
|
15.4K
$2.05M
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.88KNew |
$235K - $322K
|
1.88K
$251K
|
|
May 14, 2024
Q1 2024
|
Hyperion Capital Advisors LP
New York, NY |
BUY
|
- |
1.88KNew |
$235K - $321K
|
1.88K
$250K
|
|
May 14, 2024
Q1 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
1.86KNew |
$233K - $319K
|
1.86K
$248K
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
1.85KNew |
$231K - $316K
|
1.85K
$246K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.85K+ 8.22% |
$230K - $315K
|
24.3K
$3.23M
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.81K+ 12.91% |
$226K - $310K
|
15.8K
$2.11M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.78K+ 2.7% |
$222K - $304K
|
67.6K
$8.99M
|
|
Apr 04, 2024
Q1 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
1.77KNew |
$221K - $303K
|
1.77K
$236K
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.77K+ 0.46% |
$221K - $302K
|
386K
$51.3M
|
|
Apr 19, 2024
Q1 2024
|
Leeward Investments, LLC Ma
|
BUY
|
- |
1.76K+ 4.05% |
$220K - $301K
|
45.3K
$6.02M
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.76K+ 23.11% |
$220K - $301K
|
9.39K
$1.25M
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.76KNew |
$220K - $301K
|
1.76K
$234K
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.75KNew |
$218K - $299K
|
1.75K
$233K
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.74KNew |
$217K - $298K
|
1.74K
$232K
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.74K+ 90.0% |
$217K - $297K
|
3.67K
$488K
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.7KNew |
$213K - $291K
|
1.7K
$227K
|
|
Apr 18, 2024
Q1 2024
|
Cullinan Associates Inc
|
BUY
|
- |
1.7K+ 54.49% |
$212K - $291K
|
4.82K
$641K
|
|
May 10, 2024
Q1 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.66KNew |
$207K - $284K
|
1.66K
$221K
|
|
Aug 06, 2024
Q1 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.66KNew |
$207K - $284K
|
1.66K
$221K
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.65KNew |
$206K - $283K
|
1.65K
$220K
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
1.62K+ 2.61% |
$202K - $277K
|
63.7K
$8.47M
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1.59K+ 17.75% |
$199K - $273K
|
10.6K
$1.41M
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
1.59KNew |
$198K - $272K
|
1.59K
$211K
|
|
May 15, 2024
Q1 2024
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
1.58K+ 4.12% |
$198K - $271K
|
40.1K
$5.33M
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.54KNew |
$193K - $264K
|
1.54K
$205K
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.54KNew |
$192K - $263K
|
1.54K
$205K
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.54KNew |
$192K - $263K
|
1.54K
$205K
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
1.54KNew |
$192K - $263K
|
1.54K
$205K
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
BUY
|
- |
1.52KNew |
$190K - $261K
|
1.52K
$203K
|
|
Apr 22, 2024
Q1 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
1.52KNew |
$190K - $260K
|
1.52K
$202K
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
1.52KNew |
$190K - $260K
|
1.52K
$202K
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1.52KNew |
$190K - $260K
|
1.52K
$202K
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
1.51KNew |
$189K - $259K
|
1.51K
$201K
|
|
Apr 09, 2024
Q1 2024
|
Woodstock Corp
|
BUY
|
- |
1.5KNew |
$187K - $257K
|
1.5K
$200K
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1.5KNew |
$187K - $256K
|
1.5K
$200K
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
1.5KNew |
$187K - $256K
|
1.5K
$200K
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1.5KNew |
$187K - $256K
|
1.5K
$200K
|
|
May 15, 2024
Q1 2024
|
Disciplined Growth Investors Inc
Minneapolis, MN |
BUY
|
- |
1.5KNew |
$187K - $256K
|
1.5K
$200K
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.5KNew |
$187K - $256K
|
1.5K
$199K
|
|
Apr 19, 2024
Q1 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
1.5K+ 2.63% |
$187K - $256K
|
58.4K
$7.77M
|
|
May 08, 2024
Q1 2024
|
Xr Securities LLC
|
BUY
|
- |
1.5KNew |
$187K - $256K
|
1.5K
$199K
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.5KNew |
$187K - $256K
|
1.5K
$199K
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.5K+ 8.23% |
$187K - $256K
|
19.7K
$2.62M
|