Purchases and Sales Made in Q2 2024 in Valero Energy Corp (VLO)
This table provides information about the institutional ownership of Valero Energy Corp (VLO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Community Trust & Investment CO
|
BUY
|
- |
150+ 0.78% |
$22.3K - $27.5K
|
19.3K
$2.43M
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
150+ 41.67% |
$22.3K - $27.5K
|
510
$64.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
150+ 4.62% |
$22.3K - $27.5K
|
3.4K
$428K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
150New |
$22.3K - $27.5K
|
150
$18.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
145+ 41.43% |
$21.5K - $26.6K
|
495
$62.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
139+ 8.64% |
$20.6K - $25.5K
|
1.75K
$220K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
138+ 20.81% |
$20.5K - $25.3K
|
801
$101K
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
BUY
|
- |
137+ 6.96% |
$20.3K - $25.1K
|
2.11K
$265K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
136+ 1.15% |
$20.2K - $24.9K
|
12K
$1.51M
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
136+ 4.9% |
$20.2K - $24.9K
|
2.91K
$367K
|
|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
136+ 8.95% |
$20.2K - $24.9K
|
1.66K
$209K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
134+ 1.43% |
$19.9K - $24.6K
|
9.52K
$1.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
133+ 10.4% |
$19.7K - $24.4K
|
1.41K
$178K
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
131+ 10.87% |
$19.4K - $24K
|
1.34K
$168K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
131+ 5.82% |
$19.4K - $24K
|
2.38K
$300K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
131+ 4.14% |
$19.4K - $24K
|
3.3K
$415K
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
127+ 10.82% |
$18.8K - $23.3K
|
1.3K
$164K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
126+ 1.77% |
$18.7K - $23.1K
|
7.25K
$913K
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
BUY
|
- |
125+ 2.74% |
$18.5K - $22.9K
|
4.69K
$591K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
123+ 4.37% |
$18.3K - $22.6K
|
2.94K
$370K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
122+ 5.83% |
$18.1K - $22.4K
|
2.21K
$279K
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
122+ 0.76% |
$18.1K - $22.4K
|
16.2K
$2.05M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
120+ 2.94% |
$17.8K - $22K
|
4.2K
$530K
|
|
|
Aug 09, 2024
Q2 2024
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
120+ 0.25% |
$17.8K - $22K
|
48.3K
$6.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
117+ 6.89% |
$17.4K - $21.5K
|
1.82K
$229K
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
117+ 2.6% |
$17.4K - $21.5K
|
4.61K
$581K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
115+ 2.93% |
$17.1K - $21.1K
|
4.04K
$509K
|
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
113+ 3.67% |
$16.8K - $20.7K
|
3.19K
$402K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
113+ 7.61% |
$16.8K - $20.7K
|
1.6K
$201K
|
|
|
Mar 04, 2025
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
112+ 4.81% |
$16.6K - $20.5K
|
2.44K
$307K
|
|
|
Jul 16, 2024
Q2 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
111+ 0.39% |
$16.5K - $20.4K
|
28.9K
$3.64M
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
111+ 2.87% |
$16.5K - $20.4K
|
3.98K
$502K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
111+ 3700.0% |
$16.5K - $20.4K
|
114
$14.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
111+ 5.29% |
$16.5K - $20.4K
|
2.21K
$278K
|
|
|
Aug 13, 2024
Q2 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
109+ 0.97% |
$16.2K - $20K
|
11.3K
$1.43M
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
BUY
|
- |
107+ 1.16% |
$15.9K - $19.6K
|
9.32K
$1.17M
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
106+ 7.49% |
$15.7K - $19.4K
|
1.52K
$192K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
105+ 0.76% |
$15.6K - $19.3K
|
14K
$1.76M
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
104+ 1.25% |
$15.4K - $19.1K
|
8.45K
$1.06M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
100+ 56.5% |
$14.8K - $18.3K
|
277
$34.9K
|
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
BUY
|
- |
100+ 10.0% |
$14.8K - $18.3K
|
1.1K
$139K
|
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
100+ 1.46% |
$14.8K - $18.3K
|
6.96K
$877K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
100New |
$14.8K - $18.3K
|
100
$12.6K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
100New |
$14.8K - $18.3K
|
100
$12.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
98+ 9.39% |
$14.5K - $18K
|
1.14K
$144K
|
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
97+ 8.16% |
$14.4K - $17.8K
|
1.29K
$162K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
97+ 0.83% |
$14.4K - $17.8K
|
11.7K
$1.48M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
96+ 7.07% |
$14.2K - $17.6K
|
1.45K
$183K
|
|
|
Jul 19, 2024
Q2 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
92+ 7.59% |
$13.7K - $16.9K
|
1.3K
$164K
|
|
|
Jul 12, 2024
Q2 2024
|
Unison Advisors LLC
|
BUY
|
- |
91+ 0.61% |
$13.5K - $16.7K
|
15K
$1.89M
|