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 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-24- 7.67% |
$2.7K - $3.53K
|
289
$36.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-25- 11.63% |
$2.82K - $3.68K
|
190
$23.7K
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
SELL
|
- |
-25- 0.87% |
$2.82K - $3.68K
|
2.85K
$355K
|
|
|
Oct 19, 2023
Q3 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-25- 0.95% |
$2.82K - $3.68K
|
2.61K
$326K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-25- 53.19% |
$2.82K - $3.68K
|
22
$2.75K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-26- 26.8% |
$2.93K - $3.83K
|
71
$8.87K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-27- 13.99% |
$3.04K - $3.97K
|
166
$20.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-28- 1.11% |
$3.15K - $4.12K
|
2.49K
$311K
|
|
|
Oct 16, 2023
Q3 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-30- 1.53% |
$3.38K - $4.42K
|
1.93K
$240K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-31- 0.88% |
$3.49K - $4.56K
|
3.5K
$437K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-31- 1.39% |
$3.49K - $4.56K
|
2.2K
$274K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-32- 1.64% |
$3.6K - $4.71K
|
1.91K
$239K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-32- 1.09% |
$3.6K - $4.71K
|
2.9K
$362K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-33- 3.21% |
$3.72K - $4.86K
|
995
$124K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-34- 17.53% |
$3.83K - $5K
|
160
$20K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-35- 2.74% |
$3.94K - $5.15K
|
1.24K
$155K
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-37- 1.92% |
$4.17K - $5.45K
|
1.89K
$236K
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-39- 0.86% |
$4.39K - $5.74K
|
4.49K
$561K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-40- 0.76% |
$4.5K - $5.89K
|
5.21K
$651K
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-41- 0.18% |
$4.62K - $6.03K
|
22.7K
$2.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-42- 1.1% |
$4.73K - $6.18K
|
3.79K
$473K
|
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-45- 1.63% |
$5.07K - $6.62K
|
2.71K
$339K
|
|
|
Oct 31, 2023
Q3 2023
|
Kendall Capital Management
|
SELL
|
- |
-50- 0.58% |
$5.63K - $7.36K
|
8.52K
$1.06M
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-50- 1.87% |
$5.63K - $7.36K
|
2.63K
$328K
|
|
|
Nov 13, 2023
Q3 2023
|
Belmont Capital, LLC
|
SELL
|
- |
-50- 2.86% |
$5.63K - $7.36K
|
1.7K
$212K
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-53- 0.55% |
$5.97K - $7.8K
|
9.55K
$1.19M
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-53- 0.83% |
$5.97K - $7.8K
|
6.31K
$789K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-55- 96.49% |
$6.19K - $8.09K
|
2
$250
|
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-55- 0.47% |
$6.19K - $8.09K
|
11.6K
$1.45M
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-55- 78.57% |
$6.19K - $8.09K
|
15
$1.87K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-56- 2.09% |
$6.31K - $8.24K
|
2.63K
$328K
|
|
|
Nov 14, 2023
Q3 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-56- 2.33% |
$6.31K - $8.24K
|
2.35K
$293K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-59- 0.51% |
$6.64K - $8.68K
|
11.5K
$1.43M
|
|
|
Oct 25, 2023
Q3 2023
|
Rovin Capital
|
SELL
|
- |
-62- 3.17% |
$6.98K - $9.13K
|
1.89K
$236K
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-63- 70.79% |
$7.09K - $9.27K
|
26
$3.25K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-66- 0.84% |
$7.43K - $9.71K
|
7.79K
$973K
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-70- 2.79% |
$7.88K - $10.3K
|
2.44K
$305K
|
|
|
Oct 17, 2023
Q3 2023
|
Advocate Group LLC
|
SELL
|
- |
-73- 3.72% |
$8.22K - $10.7K
|
1.89K
$236K
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-73- 3.59% |
$8.22K - $10.7K
|
1.96K
$245K
|
|
|
Nov 06, 2023
Q3 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-74- 2.27% |
$8.33K - $10.9K
|
3.18K
$397K
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-75- 0.44% |
$8.45K - $11K
|
17.1K
$2.13M
|
|
|
Oct 18, 2023
Q3 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-75- 1.35% |
$8.45K - $11K
|
5.5K
$687K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-75- 37.5% |
$8.45K - $11K
|
125
$15.6K
|
|
|
Oct 26, 2023
Q3 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-75- 0.32% |
$8.45K - $11K
|
23.5K
$2.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-75- 0.57% |
$8.45K - $11K
|
13.1K
$1.63M
|
|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
SELL
|
- |
-78- 3.0% |
$8.78K - $11.5K
|
2.52K
$315K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-79- 1.55% |
$8.9K - $11.6K
|
5.03K
$628K
|
|
|
Oct 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-82- 1.98% |
$9.23K - $12.1K
|
4.05K
$506K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-84- 2.63% |
$9.46K - $12.4K
|
3.11K
$389K
|
|
|
Oct 10, 2023
Q3 2023
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-87- 24.51% |
$9.8K - $12.8K
|
268
$33.5K
|