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 |
---|---|---|---|---|---|---|---|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
484+ 18.28% |
$71.8K - $88.8K
|
3.13K
$395K
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
484New |
$71.8K - $88.8K
|
484
$61K
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
477+ 15.68% |
$70.8K - $87.5K
|
3.52K
$443K
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
474+ 4.95% |
$70.3K - $86.9K
|
10.1K
$1.27M
|
|
Jul 16, 2024
Q2 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
465+ 0.95% |
$69K - $85.3K
|
49.5K
$6.23M
|
|
Aug 14, 2024
Q2 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
459+ 0.81% |
$68.1K - $84.2K
|
56.9K
$7.18M
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
454+ 25.78% |
$67.4K - $83.3K
|
2.22K
$279K
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
BUY
|
- |
448+ 26.48% |
$66.5K - $82.2K
|
2.14K
$270K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
430+ 5.55% |
$63.8K - $78.9K
|
8.18K
$1.03M
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
428New |
$63.5K - $78.5K
|
428
$53.9K
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
428+ 5.16% |
$63.5K - $78.5K
|
8.72K
$1.1M
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
426+ 7.37% |
$63.2K - $78.1K
|
6.21K
$782K
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
424+ 17.36% |
$62.9K - $77.8K
|
2.87K
$361K
|
|
Aug 01, 2024
Q2 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
417+ 30.75% |
$61.9K - $76.5K
|
1.77K
$223K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
414+ 30.94% |
$61.4K - $75.9K
|
1.75K
$221K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
414+ 4.68% |
$61.4K - $75.9K
|
9.26K
$1.17M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
410+ 5.62% |
$60.8K - $75.2K
|
7.7K
$970K
|
|
Aug 13, 2024
Q2 2024
|
Twin Capital Management Inc
|
BUY
|
- |
407+ 2.09% |
$60.4K - $74.6K
|
19.9K
$2.51M
|
|
Jul 17, 2024
Q2 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
401+ 12.66% |
$59.5K - $73.5K
|
3.57K
$450K
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
BUY
|
- |
400+ 13.1% |
$59.4K - $73.4K
|
3.45K
$435K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
400+ 4.43% |
$59.4K - $73.4K
|
9.43K
$1.19M
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
400+ 18.97% |
$59.4K - $73.4K
|
2.51K
$316K
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
393+ 3.25% |
$58.3K - $72.1K
|
12.5K
$1.57M
|
|
Aug 13, 2024
Q2 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
378+ 8.52% |
$56.1K - $69.3K
|
4.82K
$607K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
376+ 28.36% |
$55.8K - $69K
|
1.7K
$214K
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
375+ 2.56% |
$55.6K - $68.8K
|
15K
$1.89M
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
366+ 7.52% |
$54.3K - $67.1K
|
5.24K
$660K
|
|
Aug 14, 2024
Q2 2024
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
360+ 3.56% |
$53.4K - $66K
|
10.5K
$1.32M
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
359+ 9.79% |
$53.3K - $65.8K
|
4.03K
$507K
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
352+ 5.83% |
$52.2K - $64.6K
|
6.39K
$805K
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
351+ 18.23% |
$52.1K - $64.4K
|
2.28K
$287K
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
349+ 8.71% |
$51.8K - $64K
|
4.36K
$549K
|
|
Aug 07, 2024
Q2 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
348+ 0.74% |
$51.6K - $63.8K
|
47.2K
$5.95M
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
347+ 2.53% |
$51.5K - $63.6K
|
14.1K
$1.77M
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
341+ 5.7% |
$50.6K - $62.5K
|
6.33K
$797K
|
|
Aug 12, 2024
Q2 2024
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
334+ 0.88% |
$49.6K - $61.3K
|
38.3K
$4.83M
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
311+ 16.51% |
$46.1K - $57K
|
2.2K
$277K
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
310+ 2.48% |
$46K - $56.9K
|
12.8K
$1.62M
|
|
Aug 01, 2024
Q2 2024
|
Versor Investments LP
|
BUY
|
- |
300+ 6.53% |
$44.5K - $55K
|
4.9K
$617K
|
|
Aug 05, 2024
Q2 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$44.5K - $55K
|
300
$37.8K
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
295+ 20.91% |
$43.8K - $54.1K
|
1.71K
$215K
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
293+ 14.36% |
$43.5K - $53.7K
|
2.33K
$294K
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
292+ 5.06% |
$43.3K - $53.5K
|
6.07K
$764K
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
290+ 7.43% |
$43K - $53.2K
|
4.19K
$528K
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
287+ 4.54% |
$42.6K - $52.6K
|
6.6K
$832K
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
286+ 9.35% |
$42.4K - $52.4K
|
3.35K
$422K
|
|
Aug 12, 2024
Q2 2024
|
Mathes Company, Inc.
|
BUY
|
- |
275+ 1.2% |
$40.8K - $50.4K
|
23.2K
$2.93M
|
|
Aug 14, 2024
Q2 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
273+ 9.71% |
$40.5K - $50.1K
|
3.08K
$389K
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
269+ 18.68% |
$39.9K - $49.3K
|
1.71K
$215K
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
268New |
$39.8K - $49.1K
|
268
$33.8K
|