Purchases and Sales Made in Q3 2023 in Valero Energy Corp (VLO)
This table provides information about the institutional ownership of Valero Energy Corp (VLO) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
200+ 13.18% |
$22.5K - $29.4K
|
1.72K
$215K
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
198+ 2.62% |
$22.3K - $29.1K
|
7.74K
$967K
|
|
Oct 10, 2023
Q3 2023
|
Farmers Trust CO
|
BUY
|
- |
196+ 7.8% |
$22.1K - $28.8K
|
2.71K
$338K
|
|
Nov 01, 2023
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
196+ 0.4% |
$22.1K - $28.8K
|
49.1K
$6.13M
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
196New |
$22.1K - $28.8K
|
196
$24.5K
|
|
May 20, 2024
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
196+ 0.4% |
$22.1K - $28.8K
|
49.1K
$6.13M
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
195+ 2.97% |
$22K - $28.7K
|
6.77K
$846K
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
193+ 3.49% |
$21.7K - $28.4K
|
5.72K
$715K
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
193+ 1.57% |
$21.7K - $28.4K
|
12.5K
$1.56M
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
193+ 0.68% |
$21.7K - $28.4K
|
28.7K
$3.58M
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
191+ 5.63% |
$21.5K - $28.1K
|
3.59K
$448K
|
|
Oct 30, 2023
Q3 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
190+ 2.02% |
$21.4K - $28K
|
9.58K
$1.2M
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
188+ 10.44% |
$21.2K - $27.7K
|
1.99K
$248K
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
188+ 7.14% |
$21.2K - $27.7K
|
2.82K
$352K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
184+ 0.25% |
$20.7K - $27.1K
|
74.4K
$9.29M
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
175+ 9.26% |
$19.7K - $25.8K
|
2.06K
$258K
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
168+ 1.02% |
$18.9K - $24.7K
|
16.7K
$2.09M
|
|
Oct 25, 2023
Q3 2023
|
Calamos Advisors LLC
|
BUY
|
- |
167+ 0.22% |
$18.8K - $24.6K
|
76.1K
$9.5M
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
167+ 1.14% |
$18.8K - $24.6K
|
14.8K
$1.85M
|
|
Nov 01, 2023
Q3 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
166New |
$18.7K - $24.4K
|
166
$20.7K
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
166New |
$18.7K - $24.4K
|
166
$20.7K
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
147+ 2.14% |
$16.6K - $21.6K
|
7.03K
$878K
|
|
Nov 13, 2023
Q3 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
140+ 1.78% |
$15.8K - $20.6K
|
8K
$999K
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
138+ 1.55% |
$15.5K - $20.3K
|
9.06K
$1.13M
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
137+ 45.51% |
$15.4K - $20.2K
|
438
$54.7K
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
136+ 7.73% |
$15.3K - $20K
|
1.9K
$237K
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
133+ 3.33% |
$15K - $19.6K
|
4.12K
$515K
|
|
Oct 10, 2023
Q3 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
129+ 1.32% |
$14.5K - $19K
|
9.88K
$1.23M
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
126+ 3.29% |
$14.2K - $18.5K
|
3.96K
$494K
|
|
Oct 10, 2023
Q3 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
124+ 0.54% |
$14K - $18.3K
|
22.9K
$2.87M
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
124+ 4.52% |
$14K - $18.3K
|
2.87K
$358K
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
122New |
$13.7K - $18K
|
122
$15.2K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
122+ 0.28% |
$13.7K - $18K
|
43.7K
$5.46M
|
|
Nov 06, 2023
Q3 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
120+ 0.64% |
$13.5K - $17.7K
|
18.9K
$2.36M
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
119+ 2.16% |
$13.4K - $17.5K
|
5.62K
$702K
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
115+ 1.29% |
$13K - $16.9K
|
9.01K
$1.12M
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
114+ 6.3% |
$12.8K - $16.8K
|
1.92K
$240K
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
BUY
|
- |
107+ 0.44% |
$12K - $15.7K
|
24.6K
$3.08M
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
105+ 6.87% |
$11.8K - $15.5K
|
1.63K
$204K
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
103+ 5.97% |
$11.6K - $15.2K
|
1.83K
$228K
|
|
Nov 13, 2023
Q3 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
103+ 1.4% |
$11.6K - $15.2K
|
7.46K
$932K
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
101+ 206.12% |
$11.4K - $14.9K
|
150
$18.7K
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
101+ 206.12% |
$11.4K - $14.9K
|
150
$18.7K
|
|
Oct 05, 2023
Q3 2023
|
West Oak Capital, LLC
|
BUY
|
- |
100+ 11.11% |
$11.3K - $14.7K
|
1K
$125K
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
100+ 0.53% |
$11.3K - $14.7K
|
18.8K
$2.35M
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
98+ 5.55% |
$11K - $14.4K
|
1.87K
$233K
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
98+ 3.39% |
$11K - $14.4K
|
2.99K
$373K
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
97+ 18.65% |
$10.9K - $14.3K
|
617
$77.1K
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
95+ 0.99% |
$10.7K - $14K
|
9.67K
$1.21M
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
BUY
|
- |
95+ 3.26% |
$10.7K - $14K
|
3.01K
$375K
|