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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5+ 8.2% |
$563 - $736
|
66
$8.24K
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
4+ 0.12% |
$450 - $589
|
3.27K
$409K
|
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
4+ 0.21% |
$450 - $589
|
1.88K
$234K
|
|
|
Nov 07, 2023
Q3 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.67% |
$450 - $589
|
603
$75.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
4+ 0.7% |
$450 - $589
|
574
$71.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
4+ 0.93% |
$450 - $589
|
436
$54.5K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
4+ 0.7% |
$450 - $589
|
574
$71.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3+ 0.12% |
$338 - $442
|
2.41K
$301K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3+ 0.11% |
$338 - $442
|
2.69K
$336K
|
|
|
Nov 15, 2023
Q3 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
3+ 0.14% |
$338 - $442
|
2.19K
$274K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
2+ 0.31% |
$225 - $294
|
637
$79.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 1.75% |
$225 - $294
|
116
$14.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
BUY
|
- |
2+ 0.03% |
$225 - $294
|
7.66K
$957K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.38% |
$225 - $294
|
525
$65.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2+ 0.09% |
$225 - $294
|
2.11K
$264K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
2+ 0.31% |
$225 - $294
|
637
$79.6K
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$113 - $147
|
2.93K
$366K
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.04% |
$113 - $147
|
2.68K
$334K
|
|
|
Oct 23, 2023
Q3 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$113 - $147
|
6K
$749K
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
BUY
|
- |
1+ 0.05% |
$113 - $147
|
1.88K
$235K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.11% |
$113 - $147
|
906
$113K
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1+ 0.49% |
$113 - $147
|
205
$25.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.25% |
$113 - $147
|
408
$51K
|
|
|
Nov 07, 2023
Q3 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
1+ 0.05% |
$113 - $147
|
1.84K
$230K
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 1.37% |
$113 - $147
|
74
$9.24K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1New |
$113 - $147
|
1
$125
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1+ 8.33% |
$113 - $147
|
13
$1.62K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1+ 50.0% |
$113 - $147
|
3
$375
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 2.22% |
$113 - $147
|
46
$5.74K
|
|
|
Nov 13, 2023
Q3 2023
|
Cambridge Financial Group, Inc.
Columbus, OH |
SELL
|
- |
-1- -0.0% |
$113 - $147
|
50.1K
$6.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-1- 0.03% |
$113 - $147
|
3.67K
$458K
|
|
|
Nov 08, 2023
Q3 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-2- 0.02% |
$225 - $294
|
10.3K
$1.29M
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2- 0.25% |
$225 - $294
|
793
$99K
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-2- 0.09% |
$225 - $294
|
2.19K
$273K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-2- 0.78% |
$225 - $294
|
254
$31.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3- 0.82% |
$338 - $442
|
364
$45.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-3- 0.3% |
$338 - $442
|
1K
$125K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-5- 0.9% |
$563 - $736
|
549
$68.6K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-7- 0.32% |
$788 - $1.03K
|
2.18K
$272K
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-8- 0.17% |
$901 - $1.18K
|
4.63K
$578K
|
|
|
Oct 24, 2023
Q3 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-9- 0.2% |
$1.01K - $1.32K
|
4.58K
$572K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-11- 7.1% |
$1.24K - $1.62K
|
144
$18K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-12- 0.37% |
$1.35K - $1.77K
|
3.27K
$408K
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-12- 0.04% |
$1.35K - $1.77K
|
30.3K
$3.78M
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-13- 0.21% |
$1.46K - $1.91K
|
6.2K
$774K
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
SELL
|
- |
-14- 0.04% |
$1.58K - $2.06K
|
32.9K
$4.11M
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-14- 48.28% |
$1.58K - $2.06K
|
15
$1.87K
|
|
|
Nov 09, 2023
Q3 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-15- 0.2% |
$1.69K - $2.21K
|
7.36K
$919K
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-18- 0.44% |
$2.03K - $2.65K
|
4.06K
$508K
|
|
|
Nov 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-20- 0.81% |
$2.25K - $2.94K
|
2.45K
$305K
|