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 |
|---|---|---|---|---|---|---|---|
|
Dec 18, 2023
Q3 2023
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-87- 24.51% |
$9.8K - $12.8K
|
268
$33.5K
|
|
|
Nov 09, 2023
Q3 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-90- 3.07% |
$10.1K - $13.2K
|
2.84K
$355K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-93- 3.5% |
$10.5K - $13.7K
|
2.57K
$320K
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-93- 5.28% |
$10.5K - $13.7K
|
1.67K
$208K
|
|
|
Oct 10, 2023
Q3 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-94- 4.48% |
$10.6K - $13.8K
|
2.01K
$251K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-94- 0.25% |
$10.6K - $13.8K
|
38K
$4.74M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-99- 0.51% |
$11.1K - $14.6K
|
19.3K
$2.42M
|
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-100- 1.07% |
$11.3K - $14.7K
|
9.26K
$1.16M
|
|
|
Oct 17, 2023
Q3 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-100- 3.25% |
$11.3K - $14.7K
|
2.97K
$371K
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-100- 4.77% |
$11.3K - $14.7K
|
2K
$249K
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-100- 59.52% |
$11.3K - $14.7K
|
68
$8.49K
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-100- 1.84% |
$11.3K - $14.7K
|
5.35K
$668K
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-100- 0.92% |
$11.3K - $14.7K
|
10.8K
$1.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-100- 2.3% |
$11.3K - $14.7K
|
4.25K
$530K
|
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-103- 2.07% |
$11.6K - $15.2K
|
4.87K
$608K
|
|
|
Nov 21, 2023
Q3 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-104- 0.17% |
$11.7K - $15.3K
|
60.6K
$7.57M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-105- 2.51% |
$11.8K - $15.5K
|
4.08K
$509K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-106- 1.87% |
$11.9K - $15.6K
|
5.56K
$694K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-107- 1.13% |
$12K - $15.7K
|
9.35K
$1.17M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-108- 5.32% |
$12.2K - $15.9K
|
1.92K
$240K
|
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-113- 0.83% |
$12.7K - $16.6K
|
13.5K
$1.69M
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-114- 73.08% |
$12.8K - $16.8K
|
42
$5.25K
|
|
|
Nov 13, 2023
Q3 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-115- 5.81% |
$13K - $16.9K
|
1.86K
$233K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-115- 98.29% |
$13K - $16.9K
|
2
$250
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-118- 0.85% |
$13.3K - $17.4K
|
13.8K
$1.73M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-121- 1.64% |
$13.6K - $17.8K
|
7.24K
$904K
|
|
|
Nov 09, 2023
Q3 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-121- 0.87% |
$13.6K - $17.8K
|
13.8K
$1.73M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-123- 5.05% |
$13.9K - $18.1K
|
2.31K
$289K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-127- 11.33% |
$14.3K - $18.7K
|
994
$124K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-127- 3.43% |
$14.3K - $18.7K
|
3.57K
$446K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-129- 2.91% |
$14.5K - $19K
|
4.31K
$538K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-130- 0.98% |
$14.6K - $19.1K
|
13.2K
$1.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-130- 1.14% |
$14.6K - $19.1K
|
11.3K
$1.41M
|
|
|
Nov 06, 2023
Q3 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-133- 4.02% |
$15K - $19.6K
|
3.17K
$396K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-137- 3.91% |
$15.4K - $20.2K
|
3.37K
$421K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-143- 0.4% |
$16.1K - $21K
|
35.3K
$4.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-145Closed |
$16.3K - $21.3K
|
0
$0
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-146- 8.25% |
$16.4K - $21.5K
|
1.62K
$203K
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-149- 3.92% |
$16.8K - $21.9K
|
3.66K
$456K
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
SELL
|
- |
-152- 5.37% |
$17.1K - $22.4K
|
2.68K
$334K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-155- 54.2% |
$17.5K - $22.8K
|
131
$16.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-159- 2.75% |
$17.9K - $23.4K
|
5.62K
$702K
|
|
|
Oct 18, 2023
Q3 2023
|
Ballast, Inc.
|
SELL
|
- |
-160- 2.73% |
$18K - $23.5K
|
5.7K
$712K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-165- 0.67% |
$18.6K - $24.3K
|
24.5K
$3.06M
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-168- 2.77% |
$18.9K - $24.7K
|
5.89K
$735K
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-169- 6.95% |
$19K - $24.9K
|
2.26K
$282K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-170- 2.92% |
$19.1K - $25K
|
5.65K
$706K
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
SELL
|
- |
-172- 2.07% |
$19.4K - $25.3K
|
8.12K
$1.01M
|
|
|
Nov 06, 2023
Q3 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-172- 3.82% |
$19.4K - $25.3K
|
4.33K
$541K
|
|
|
Oct 27, 2023
Q3 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-175- 5.26% |
$19.7K - $25.8K
|
3.15K
$393K
|