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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
91+ 0.97% |
$10.2K - $13.4K
|
9.43K
$1.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
91+ 11.55% |
$10.2K - $13.4K
|
879
$110K
|
|
|
Nov 14, 2023
Q3 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
88+ 0.87% |
$9.91K - $13K
|
10.2K
$1.28M
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
87+ 40.28% |
$9.8K - $12.8K
|
303
$37.8K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
87+ 197.73% |
$9.8K - $12.8K
|
131
$16.4K
|
|
|
Nov 01, 2023
Q3 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
86+ 1.59% |
$9.68K - $12.7K
|
5.5K
$687K
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
81+ 0.82% |
$9.12K - $11.9K
|
10K
$1.25M
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
81New |
$9.12K - $11.9K
|
81
$10.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
80+ 1.58% |
$9.01K - $11.8K
|
5.15K
$643K
|
|
|
Oct 18, 2023
Q3 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
79+ 0.48% |
$8.9K - $11.6K
|
16.6K
$2.08M
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
77+ 192.5% |
$8.67K - $11.3K
|
117
$14.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
75+ 0.39% |
$8.45K - $11K
|
19.1K
$2.38M
|
|
|
Oct 27, 2023
Q3 2023
|
Eads & Heald Wealth Management
|
BUY
|
- |
73+ 1.47% |
$8.22K - $10.7K
|
5.04K
$630K
|
|
|
Nov 06, 2023
Q3 2023
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
71+ 0.04% |
$8K - $10.4K
|
170K
$21.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
69+ 1.13% |
$7.77K - $10.2K
|
6.2K
$774K
|
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
69+ 1.32% |
$7.77K - $10.2K
|
5.3K
$662K
|
|
|
Oct 12, 2023
Q3 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
67+ 1.24% |
$7.54K - $9.86K
|
5.45K
$681K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
67+ 0.98% |
$7.54K - $9.86K
|
6.92K
$864K
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
65+ 3.12% |
$7.32K - $9.57K
|
2.15K
$269K
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
65+ 2.37% |
$7.32K - $9.57K
|
2.81K
$351K
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
BUY
|
- |
65+ 0.95% |
$7.32K - $9.57K
|
6.88K
$859K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
60+ 9.84% |
$6.76K - $8.83K
|
670
$83.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
59+ 2.84% |
$6.64K - $8.68K
|
2.14K
$267K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
58+ 2.43% |
$6.53K - $8.54K
|
2.44K
$305K
|
|
|
Nov 07, 2023
Q3 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
57+ 0.37% |
$6.42K - $8.39K
|
15.5K
$1.94M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
54+ 26.87% |
$6.08K - $7.95K
|
255
$31.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
53+ 0.6% |
$5.97K - $7.8K
|
8.85K
$1.11M
|
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
51+ 1.22% |
$5.74K - $7.51K
|
4.23K
$528K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
50+ 10.89% |
$5.63K - $7.36K
|
509
$63.6K
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
50+ 55.56% |
$5.63K - $7.36K
|
140
$17.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
50+ 0.42% |
$5.63K - $7.36K
|
12K
$1.5M
|
|
|
Nov 08, 2023
Q3 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
50+ 0.17% |
$5.63K - $7.36K
|
29K
$3.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
BUY
|
- |
49+ 0.39% |
$5.52K - $7.21K
|
12.5K
$1.56M
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
46+ 1.04% |
$5.18K - $6.77K
|
4.47K
$559K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
46+ 18.11% |
$5.18K - $6.77K
|
300
$37.5K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
46+ 31.94% |
$5.18K - $6.77K
|
190
$23.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
45+ 2.21% |
$5.07K - $6.62K
|
2.08K
$259K
|
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
44+ 1.42% |
$4.95K - $6.48K
|
3.13K
$391K
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
44+ 1.45% |
$4.95K - $6.48K
|
3.09K
$385K
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
42+ 1.39% |
$4.73K - $6.18K
|
3.06K
$382K
|
|
|
Nov 13, 2023
Q3 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
42+ 2.06% |
$4.73K - $6.18K
|
2.08K
$260K
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
BUY
|
- |
40+ 1.31% |
$4.5K - $5.89K
|
3.1K
$387K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
40New |
$4.5K - $5.89K
|
40
$5K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
40+ 200.0% |
$4.5K - $5.89K
|
60
$7.49K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
39+ 1.8% |
$4.39K - $5.74K
|
2.21K
$276K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
39+ 4.04% |
$4.39K - $5.74K
|
1.01K
$126K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
38+ 17.76% |
$4.28K - $5.59K
|
252
$31.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
35+ 1.01% |
$3.94K - $5.15K
|
3.51K
$438K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
33+ 24.44% |
$3.72K - $4.86K
|
168
$21K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
33+ 29.73% |
$3.72K - $4.86K
|
144
$18K
|