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 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
14+ 7.41% |
$2.08K - $2.57K
|
203
$25.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
14+ 0.98% |
$2.08K - $2.57K
|
1.45K
$181K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
14+ 3.41% |
$2.08K - $2.57K
|
424
$53K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
13+ 5.46% |
$1.93K - $2.38K
|
251
$31.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
13New |
$1.93K - $2.38K
|
13
$1.62K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
13+ 5.0% |
$1.93K - $2.38K
|
273
$34.1K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
11+ 0.7% |
$1.63K - $2.02K
|
1.59K
$199K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11+ 0.36% |
$1.63K - $2.02K
|
3.1K
$387K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
11+ 8.4% |
$1.63K - $2.02K
|
142
$17.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
11+ 0.67% |
$1.63K - $2.02K
|
1.64K
$205K
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
10+ 0.59% |
$1.48K - $1.83K
|
1.69K
$211K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
10+ 13.16% |
$1.48K - $1.83K
|
86
$10.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
10+ 0.53% |
$1.48K - $1.83K
|
1.9K
$237K
|
|
|
Jul 19, 2024
Q2 2024
|
Monument Capital Management
|
BUY
|
- |
9+ 0.33% |
$1.34K - $1.65K
|
2.72K
$340K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
9+ 0.69% |
$1.34K - $1.65K
|
1.31K
$163K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
9+ 10.71% |
$1.34K - $1.65K
|
93
$11.6K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
9New |
$1.34K - $1.65K
|
9
$1.12K
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
8+ 0.54% |
$1.19K - $1.47K
|
1.49K
$186K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
8+ 0.99% |
$1.19K - $1.47K
|
820
$102K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
7+ 0.47% |
$1.04K - $1.28K
|
1.51K
$188K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
7+ 0.56% |
$1.04K - $1.28K
|
1.25K
$156K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
7+ 12.5% |
$1.04K - $1.28K
|
63
$7.87K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
6+ 0.08% |
$890 - $1.1K
|
7.37K
$920K
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
6+ 1.85% |
$890 - $1.1K
|
331
$41.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
6+ 0.88% |
$890 - $1.1K
|
684
$85.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
6+ 42.86% |
$890 - $1.1K
|
20
$2.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
5+ 0.08% |
$742 - $917
|
6.01K
$750K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
5+ 0.07% |
$742 - $917
|
7.27K
$907K
|
|
|
Jul 18, 2024
Q2 2024
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.65% |
$594 - $734
|
615
$76.8K
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
4+ 0.68% |
$594 - $734
|
590
$73.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
4+ 0.12% |
$594 - $734
|
3.24K
$404K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4+ 0.1% |
$594 - $734
|
4.08K
$509K
|
|
|
Jul 24, 2024
Q2 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
4+ 1.17% |
$594 - $734
|
345
$43.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 2.63% |
$594 - $734
|
156
$19.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
3+ 0.19% |
$445 - $550
|
1.54K
$193K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
3+ 0.52% |
$445 - $550
|
575
$71.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3+ 0.3% |
$445 - $550
|
1.01K
$126K
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
3+ 0.16% |
$445 - $550
|
1.89K
$236K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3+ 0.14% |
$445 - $550
|
2.17K
$271K
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
BUY
|
- |
3+ 0.17% |
$445 - $550
|
1.74K
$217K
|
|
|
Aug 14, 2024
Q2 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
3+ 0.04% |
$445 - $550
|
7.82K
$976K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
2+ 0.21% |
$297 - $367
|
939
$117K
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2+ 0.02% |
$297 - $367
|
11.2K
$1.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
2+ 0.03% |
$297 - $367
|
7.69K
$961K
|
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2+ 0.02% |
$297 - $367
|
8.87K
$1.11M
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
2+ 0.03% |
$297 - $367
|
7.97K
$995K
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2+ 0.1% |
$297 - $367
|
2.08K
$259K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
2+ 2.82% |
$297 - $367
|
73
$9.12K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.51% |
$148 - $183
|
197
$24.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1+ 0.03% |
$148 - $183
|
3.15K
$394K
|