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
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.16K+ 13.17% |
$145K - $199K
|
9.99K
$1.33M
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.15K+ 1.17% |
$143K - $197K
|
99.6K
$13.2M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.15K+ 0.15% |
$143K - $196K
|
752K
$100M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.13K+ 8.4% |
$141K - $193K
|
14.6K
$1.94M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.12K+ 26.19% |
$140K - $192K
|
5.4K
$718K
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.12K+ 57.76% |
$139K - $191K
|
3.05K
$406K
|
|
|
May 14, 2024
Q1 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
1.11KNew |
$138K - $190K
|
1.11K
$148K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.1KNew |
$137K - $188K
|
1.1K
$146K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
1.07K+ 7.49% |
$133K - $182K
|
15.3K
$2.04M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.06K+ 238.29% |
$132K - $181K
|
1.5K
$200K
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
1.02K+ 7.43% |
$128K - $175K
|
14.8K
$1.97M
|
|
|
Apr 18, 2024
Q1 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
1.01K+ 1.89% |
$126K - $172K
|
54.4K
$7.23M
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
1K+ 22.22% |
$125K - $171K
|
5.5K
$732K
|
|
|
May 06, 2024
Q1 2024
|
Swisspartners Advisors LTD
Zurich, V8 |
BUY
|
- |
980+ 1.43% |
$122K - $168K
|
69.7K
$9.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
970+ 7.54% |
$121K - $166K
|
13.8K
$1.84M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
969+ 12.03% |
$121K - $166K
|
9.03K
$1.2M
|
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
950+ 5.48% |
$119K - $162K
|
18.3K
$2.43M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
949+ 1.3% |
$118K - $162K
|
74.1K
$9.85M
|
|
|
May 15, 2024
Q1 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
937+ 50.0% |
$117K - $160K
|
2.81K
$374K
|
|
|
Apr 25, 2024
Q1 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
933+ 1.94% |
$116K - $160K
|
49K
$6.52M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
931+ 10.06% |
$116K - $159K
|
10.2K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
919+ 2.57% |
$115K - $157K
|
36.7K
$4.88M
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
888+ 40.88% |
$111K - $152K
|
3.06K
$407K
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
880+ 1.44% |
$110K - $150K
|
61.9K
$8.24M
|
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
BUY
|
- |
873+ 2.23% |
$109K - $149K
|
40K
$5.32M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
861+ 19.43% |
$107K - $147K
|
5.29K
$704K
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
BUY
|
- |
823+ 44.61% |
$103K - $141K
|
2.67K
$355K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
809+ 12.86% |
$101K - $138K
|
7.1K
$944K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
802+ 40.22% |
$100K - $137K
|
2.8K
$372K
|
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
780+ 16.86% |
$97.3K - $133K
|
5.41K
$719K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
752+ 6.43% |
$93.8K - $129K
|
12.5K
$1.66M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
751+ 6.75% |
$93.7K - $128K
|
11.9K
$1.58M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
748+ 13.13% |
$93.3K - $128K
|
6.44K
$857K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
737+ 18.39% |
$92K - $126K
|
4.75K
$631K
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
714+ 8.1% |
$89.1K - $122K
|
9.53K
$1.27M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
712+ 23.31% |
$88.8K - $122K
|
3.77K
$501K
|
|
|
May 14, 2024
Q1 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
698+ 19.38% |
$87.1K - $119K
|
4.3K
$572K
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
695+ 28.37% |
$86.7K - $119K
|
3.15K
$418K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
692+ 2.64% |
$86.3K - $118K
|
26.9K
$3.58M
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
691New |
$86.2K - $118K
|
691
$91.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
669+ 2.15% |
$83.5K - $114K
|
31.8K
$4.22M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
663+ 15.0% |
$82.7K - $113K
|
5.08K
$676K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
658+ 480.29% |
$82.1K - $113K
|
795
$106K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
654+ 7266.67% |
$81.6K - $112K
|
663
$88.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
647+ 5.14% |
$80.7K - $111K
|
13.2K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
644+ 11.11% |
$80.4K - $110K
|
6.44K
$857K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
642+ 16.39% |
$80.1K - $110K
|
4.56K
$606K
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
638+ 5.05% |
$79.6K - $109K
|
13.3K
$1.76M
|
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
634+ 8.18% |
$79.1K - $108K
|
8.39K
$1.12M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
631+ 3.06% |
$78.7K - $108K
|
21.2K
$2.82M
|