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 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-64- 4.22% |
$9.5K - $11.7K
|
1.45K
$181K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-68- 4.44% |
$10.1K - $12.5K
|
1.46K
$183K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-69- 2.17% |
$10.2K - $12.7K
|
3.11K
$388K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-70- 4.12% |
$10.4K - $12.8K
|
1.63K
$203K
|
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-73- 4.59% |
$10.8K - $13.4K
|
1.52K
$189K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-74- 13.21% |
$11K - $13.6K
|
486
$60.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-76- 5.08% |
$11.3K - $13.9K
|
1.42K
$177K
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-76- 80.0% |
$11.3K - $13.9K
|
19
$2.37K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-82- 55.03% |
$12.2K - $15K
|
67
$8.37K
|
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-87- 1.0% |
$12.9K - $16K
|
8.58K
$1.07M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-88- 2.85% |
$13.1K - $16.1K
|
3K
$375K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-88- 3.45% |
$13.1K - $16.1K
|
2.46K
$308K
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-90- 4.82% |
$13.4K - $16.5K
|
1.78K
$222K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-91- 42.33% |
$13.5K - $16.7K
|
124
$15.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-91- 4.49% |
$13.5K - $16.7K
|
1.93K
$242K
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-92- 1.09% |
$13.7K - $16.9K
|
8.39K
$1.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-93- 0.91% |
$13.8K - $17.1K
|
10.1K
$1.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-93- 1.13% |
$13.8K - $17.1K
|
8.12K
$1.01M
|
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-95- 2.58% |
$14.1K - $17.4K
|
3.59K
$449K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-95- 0.53% |
$14.1K - $17.4K
|
18K
$2.24M
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-96- 9.2% |
$14.2K - $17.6K
|
948
$118K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-96- 1.53% |
$14.2K - $17.6K
|
6.2K
$774K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-99- 3.81% |
$14.7K - $18.2K
|
2.5K
$312K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-100- 3.71% |
$14.8K - $18.3K
|
2.6K
$324K
|
|
|
Jul 18, 2024
Q2 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-100- 5.91% |
$14.8K - $18.3K
|
1.59K
$199K
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-100- 2.7% |
$14.8K - $18.3K
|
3.6K
$449K
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-101- 2.77% |
$15K - $18.5K
|
3.55K
$443K
|
|
|
Jul 30, 2024
Q2 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-103- 1.93% |
$15.3K - $18.9K
|
5.25K
$655K
|
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-113- 1.14% |
$16.8K - $20.7K
|
9.82K
$1.23M
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-115- 5.76% |
$17.1K - $21.1K
|
1.88K
$235K
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-115- 4.53% |
$17.1K - $21.1K
|
2.43K
$303K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-122- 0.94% |
$18.1K - $22.4K
|
12.8K
$1.6M
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-126- 18.23% |
$18.7K - $23.1K
|
565
$70.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-130- 2.88% |
$19.3K - $23.8K
|
4.39K
$548K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-133- 5.6% |
$19.7K - $24.4K
|
2.24K
$280K
|
|
|
Jul 18, 2024
Q2 2024
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-135- 0.43% |
$20K - $24.8K
|
31.5K
$3.94M
|
|
|
Jul 11, 2024
Q2 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-137- 3.96% |
$20.3K - $25.1K
|
3.32K
$415K
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-140- 8.41% |
$20.8K - $25.7K
|
1.53K
$190K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-147- 3.15% |
$21.8K - $27K
|
4.52K
$565K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-151- 10.87% |
$22.4K - $27.7K
|
1.24K
$155K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-152- 55.47% |
$22.6K - $27.9K
|
122
$15.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-153- 4.25% |
$22.7K - $28.1K
|
3.44K
$430K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-153- 76.12% |
$22.7K - $28.1K
|
48
$5.99K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-154- 23.4% |
$22.9K - $28.2K
|
504
$62.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
SELL
|
- |
-155- 1.99% |
$23K - $28.4K
|
7.62K
$951K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-171- 93.44% |
$25.4K - $31.4K
|
12
$1.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-172- 2.1% |
$25.5K - $31.5K
|
8.03K
$1M
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-174- 5.0% |
$25.8K - $31.9K
|
3.31K
$413K
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-175- 4.43% |
$26K - $32.1K
|
3.77K
$471K
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-175- 4.08% |
$26K - $32.1K
|
4.12K
$514K
|