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
|
Iag Wealth Partners, LLC
|
BUY
|
- |
42+ 23.08% |
$6.23K - $7.7K
|
224
$28K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
42+ 0.24% |
$6.23K - $7.7K
|
17.4K
$2.18M
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
42+ 1.47% |
$6.23K - $7.7K
|
2.9K
$362K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
42+ 28.0% |
$6.23K - $7.7K
|
192
$24K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
42+ 0.61% |
$6.23K - $7.7K
|
6.96K
$869K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
41+ 2.92% |
$6.08K - $7.52K
|
1.45K
$181K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
41+ 1.52% |
$6.08K - $7.52K
|
2.74K
$342K
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
40+ 3.04% |
$5.94K - $7.34K
|
1.36K
$169K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
40+ 3.04% |
$5.94K - $7.34K
|
1.36K
$169K
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
38+ 0.94% |
$5.64K - $6.97K
|
4.08K
$509K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
38+ 2.86% |
$5.64K - $6.97K
|
1.37K
$170K
|
|
|
Jul 19, 2024
Q2 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
38+ 2.99% |
$5.64K - $6.97K
|
1.31K
$163K
|
|
|
Aug 06, 2024
Q2 2024
|
X Square Capital, LLC
|
BUY
|
- |
38+ 0.25% |
$5.64K - $6.97K
|
15.3K
$1.91M
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
36+ 11.29% |
$5.34K - $6.6K
|
355
$44.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
35New |
$5.19K - $6.42K
|
35
$4.37K
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
34+ 1.46% |
$5.04K - $6.24K
|
2.37K
$296K
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
32+ 1.62% |
$4.75K - $5.87K
|
2.01K
$251K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
30+ 0.81% |
$4.45K - $5.5K
|
3.72K
$465K
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
28+ 1.33% |
$4.15K - $5.13K
|
2.13K
$266K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
28+ 0.49% |
$4.15K - $5.13K
|
5.78K
$722K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
27+ 0.18% |
$4.01K - $4.95K
|
15K
$1.88M
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
26New |
$3.86K - $4.77K
|
26
$3.25K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
25New |
$3.71K - $4.58K
|
25
$3.12K
|
|
|
Jul 08, 2024
Q2 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
24+ 1.47% |
$3.56K - $4.4K
|
1.66K
$207K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
24+ 34.78% |
$3.56K - $4.4K
|
93
$11.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
24+ 0.28% |
$3.56K - $4.4K
|
8.48K
$1.06M
|
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
24+ 1.44% |
$3.56K - $4.4K
|
1.69K
$211K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
24+ 0.02% |
$3.56K - $4.4K
|
136K
$16.9M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
24+ 0.51% |
$3.56K - $4.4K
|
4.7K
$587K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
23+ 12.23% |
$3.41K - $4.22K
|
211
$26.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
23+ 0.51% |
$3.41K - $4.22K
|
4.56K
$569K
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
22+ 0.64% |
$3.26K - $4.03K
|
3.46K
$432K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
22+ 4.01% |
$3.26K - $4.03K
|
571
$71.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
22+ 16.92% |
$3.26K - $4.03K
|
152
$19K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
21+ 2.44% |
$3.12K - $3.85K
|
880
$110K
|
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
21+ 0.76% |
$3.12K - $3.85K
|
2.77K
$346K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
20+ 0.63% |
$2.97K - $3.67K
|
3.19K
$398K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
20+ 0.15% |
$2.97K - $3.67K
|
13.4K
$1.68M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
19+ 0.68% |
$2.82K - $3.48K
|
2.8K
$350K
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
19+ 0.49% |
$2.82K - $3.48K
|
3.9K
$487K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
19+ 2.77% |
$2.82K - $3.48K
|
706
$88.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
18+ 0.38% |
$2.67K - $3.3K
|
4.78K
$596K
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
18+ 0.2% |
$2.67K - $3.3K
|
8.93K
$1.12M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
17+ 0.97% |
$2.52K - $3.12K
|
1.76K
$220K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
17+ 0.78% |
$2.52K - $3.12K
|
2.19K
$274K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
16+ 2.02% |
$2.37K - $2.93K
|
808
$101K
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
16+ 0.47% |
$2.37K - $2.93K
|
3.44K
$429K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
16New |
$2.37K - $2.93K
|
16
$2K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
16New |
$2.37K - $2.93K
|
16
$2K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
15New |
$2.23K - $2.75K
|
15
$1.87K
|