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 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
87+ 0.62% |
$12.9K - $16K
|
14.1K
$1.76M
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
85New |
$12.6K - $15.6K
|
85
$10.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
BUY
|
- |
83+ 2.96% |
$12.3K - $15.2K
|
2.89K
$361K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
83+ 1.43% |
$12.3K - $15.2K
|
5.88K
$734K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
82+ 3.48% |
$12.2K - $15K
|
2.44K
$305K
|
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
BUY
|
- |
82+ 1.67% |
$12.2K - $15K
|
5K
$625K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
79+ 2.34% |
$11.7K - $14.5K
|
3.46K
$432K
|
|
|
Jul 15, 2024
Q2 2024
|
Ballast, Inc.
|
BUY
|
- |
78+ 1.33% |
$11.6K - $14.3K
|
5.92K
$740K
|
|
|
Aug 02, 2024
Q2 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
78+ 0.13% |
$11.6K - $14.3K
|
58.5K
$7.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
78+ 2.67% |
$11.6K - $14.3K
|
3K
$375K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
76New |
$11.3K - $13.9K
|
76
$9.49K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
75+ 21.43% |
$11.1K - $13.8K
|
425
$53.1K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
75+ 15.0% |
$11.1K - $13.8K
|
575
$71.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
75+ 0.81% |
$11.1K - $13.8K
|
9.33K
$1.17M
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
73+ 4.35% |
$10.8K - $13.4K
|
1.75K
$219K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
73New |
$10.8K - $13.4K
|
73
$9.12K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
73+ 5.69% |
$10.8K - $13.4K
|
1.36K
$169K
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
72+ 5.45% |
$10.7K - $13.2K
|
1.39K
$174K
|
|
|
Jul 25, 2024
Q2 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
72+ 1.44% |
$10.7K - $13.2K
|
5.07K
$633K
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
71+ 5.48% |
$10.5K - $13K
|
1.37K
$171K
|
|
|
Jul 26, 2024
Q2 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
70+ 1.56% |
$10.4K - $12.8K
|
4.54K
$567K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
70New |
$10.4K - $12.8K
|
70
$8.74K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
70+ 26.32% |
$10.4K - $12.8K
|
336
$42K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
69+ 2.34% |
$10.2K - $12.7K
|
3.02K
$377K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
69+ 12.83% |
$10.2K - $12.7K
|
607
$75.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
69+ 2.3% |
$10.2K - $12.7K
|
3.07K
$384K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
67+ 1.9% |
$9.94K - $12.3K
|
3.6K
$450K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
65+ 282.61% |
$9.64K - $11.9K
|
88
$11K
|
|
|
Jul 31, 2024
Q2 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
65+ 3.41% |
$9.64K - $11.9K
|
1.97K
$246K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
63+ 2.86% |
$9.35K - $11.6K
|
2.26K
$283K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
62+ 0.63% |
$9.2K - $11.4K
|
9.89K
$1.24M
|
|
|
Aug 30, 2024
Q2 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
62New |
$9.2K - $11.4K
|
62
$7.74K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
60+ 10.6% |
$8.9K - $11K
|
626
$78.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
60+ 0.2% |
$8.9K - $11K
|
30.8K
$3.84M
|
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
57+ 0.68% |
$8.46K - $10.5K
|
8.39K
$1.05M
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
57+ 0.37% |
$8.46K - $10.5K
|
15.5K
$1.94M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
56+ 3.84% |
$8.31K - $10.3K
|
1.52K
$189K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
52+ 1.3% |
$7.72K - $9.54K
|
4.06K
$507K
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
49+ 2.11% |
$7.27K - $8.99K
|
2.37K
$296K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
49+ 1.42% |
$7.27K - $8.99K
|
3.5K
$437K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
49New |
$7.27K - $8.99K
|
49
$6.12K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
48+ 0.82% |
$7.12K - $8.8K
|
5.93K
$741K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
48+ 42.86% |
$7.12K - $8.8K
|
160
$20K
|
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
46+ 3.73% |
$6.83K - $8.44K
|
1.28K
$160K
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
46+ 2.63% |
$6.83K - $8.44K
|
1.8K
$224K
|
|
|
Aug 09, 2024
Q2 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
45+ 2.6% |
$6.68K - $8.25K
|
1.78K
$222K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
45+ 2.15% |
$6.68K - $8.25K
|
2.14K
$268K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
44+ 0.18% |
$6.53K - $8.07K
|
24K
$3M
|
|
|
Jul 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
44+ 0.91% |
$6.53K - $8.07K
|
4.86K
$607K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
42+ 0.71% |
$6.23K - $7.7K
|
5.94K
$742K
|