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 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
1.27KNew |
$158K - $217K
|
1.27K
$169K
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.27K+ 5.25% |
$158K - $217K
|
25.4K
$3.38M
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
BUY
|
- |
1.26KNew |
$157K - $216K
|
1.26K
$168K
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
1.26KNew |
$157K - $216K
|
1.26K
$168K
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1.26KNew |
$157K - $216K
|
1.26K
$168K
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
1.26KNew |
$157K - $215K
|
1.26K
$168K
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
1.26KNew |
$157K - $215K
|
1.26K
$167K
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.26KNew |
$157K - $215K
|
1.26K
$167K
|
|
|
Apr 24, 2024
Q1 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
1.26KNew |
$157K - $215K
|
1.26K
$167K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.25KNew |
$156K - $214K
|
1.25K
$167K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
1.25KNew |
$156K - $214K
|
1.25K
$166K
|
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
1.25K+ 35.91% |
$156K - $214K
|
4.73K
$629K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.25KNew |
$155K - $213K
|
1.25K
$166K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.24K+ 44.27% |
$155K - $213K
|
4.05K
$539K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.24KNew |
$154K - $211K
|
1.24K
$164K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.23K+ 9.08% |
$154K - $211K
|
14.8K
$1.97M
|
|
|
May 14, 2024
Q1 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
1.23KNew |
$154K - $211K
|
1.23K
$164K
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.23KNew |
$154K - $211K
|
1.23K
$164K
|
|
|
Jan 10, 2025
Q1 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.23KNew |
$154K - $211K
|
1.23K
$164K
|
|
|
Apr 16, 2024
Q1 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
1.23KNew |
$154K - $211K
|
1.23K
$164K
|
|
|
Apr 23, 2024
Q1 2024
|
Sky Investment Group LLC
|
BUY
|
- |
1.23KNew |
$154K - $211K
|
1.23K
$164K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.23KNew |
$154K - $210K
|
1.23K
$164K
|
|
|
Apr 23, 2024
Q1 2024
|
F
|
BUY
|
- |
1.23KNew |
$154K - $210K
|
1.23K
$164K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.23K+ 2.91% |
$153K - $210K
|
43.4K
$5.78M
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
1.22KNew |
$152K - $209K
|
1.22K
$162K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.22KNew |
$152K - $208K
|
1.22K
$162K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
1.22K+ 0.67% |
$152K - $208K
|
182K
$24.2M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.22KNew |
$152K - $208K
|
1.22K
$162K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.21KNew |
$151K - $207K
|
1.21K
$161K
|
|
|
Apr 29, 2024
Q1 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
1.21KNew |
$151K - $207K
|
1.21K
$161K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.21KNew |
$151K - $207K
|
1.21K
$161K
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
1.21KNew |
$151K - $207K
|
1.21K
$161K
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
1.21K+ 30.59% |
$151K - $207K
|
5.17K
$687K
|
|
|
May 15, 2024
Q1 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
1.21KNew |
$151K - $207K
|
1.21K
$161K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.21KNew |
$150K - $206K
|
1.21K
$160K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.2K+ 26.98% |
$150K - $206K
|
5.67K
$754K
|
|
|
Apr 25, 2024
Q1 2024
|
Advocate Group LLC
|
BUY
|
- |
1.2KNew |
$150K - $206K
|
1.2K
$160K
|
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
BUY
|
- |
1.2KNew |
$150K - $205K
|
1.2K
$160K
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
1.2KNew |
$150K - $205K
|
1.2K
$160K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.2K+ 23.26% |
$149K - $205K
|
6.34K
$844K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
1.19KNew |
$149K - $204K
|
1.19K
$159K
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1.19KNew |
$148K - $203K
|
1.19K
$158K
|
|
|
Oct 09, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.19K+ 48.49% |
$148K - $203K
|
3.64K
$484K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.19KNew |
$148K - $203K
|
1.19K
$158K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.18KNew |
$148K - $202K
|
1.18K
$157K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.18KNew |
$147K - $202K
|
1.18K
$157K
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.18KNew |
$147K - $201K
|
1.18K
$156K
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.17KNew |
$146K - $201K
|
1.17K
$156K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.17K+ 28.44% |
$146K - $200K
|
5.29K
$703K
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
1.17K+ 15.3% |
$145K - $199K
|
8.78K
$1.17M
|