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 09, 2023
Q3 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-175- 42.17% |
$19.7K - $25.8K
|
240
$30K
|
|
|
Oct 18, 2023
Q3 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-177- 4.05% |
$19.9K - $26.1K
|
4.19K
$523K
|
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-177- 9.4% |
$19.9K - $26.1K
|
1.71K
$213K
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-180- 0.39% |
$20.3K - $26.5K
|
46.5K
$5.81M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-182- 5.89% |
$20.5K - $26.8K
|
2.91K
$363K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-183- 42.36% |
$20.6K - $26.9K
|
249
$31.1K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-185- 10.19% |
$20.8K - $27.2K
|
1.63K
$204K
|
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
SELL
|
- |
-185- 2.11% |
$20.8K - $27.2K
|
8.57K
$1.07M
|
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
SELL
|
- |
-186- 1.12% |
$20.9K - $27.4K
|
16.4K
$2.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-188- 94.0% |
$21.2K - $27.7K
|
12
$1.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-190- 65.52% |
$21.4K - $28K
|
100
$12.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-192- 3.98% |
$21.6K - $28.3K
|
4.63K
$579K
|
|
|
Nov 06, 2023
Q3 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-197- 4.1% |
$22.2K - $29K
|
4.61K
$576K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-199- 4.97% |
$22.4K - $29.3K
|
3.81K
$475K
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-199- 3.25% |
$22.4K - $29.3K
|
5.92K
$739K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-200- 22.57% |
$22.5K - $29.4K
|
686
$85.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-200- 8.26% |
$22.5K - $29.4K
|
2.22K
$277K
|
|
|
Oct 10, 2023
Q3 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-205- 2.66% |
$23.1K - $30.2K
|
7.51K
$937K
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-206- 6.5% |
$23.2K - $30.3K
|
2.96K
$370K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-212- 3.12% |
$23.9K - $31.2K
|
6.58K
$821K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-215- 5.99% |
$24.2K - $31.6K
|
3.38K
$422K
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-215- 2.68% |
$24.2K - $31.6K
|
7.8K
$974K
|
|
|
Nov 07, 2023
Q3 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-216- 3.43% |
$24.3K - $31.8K
|
6.07K
$759K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-216- 11.13% |
$24.3K - $31.8K
|
1.72K
$215K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-219- 2.1% |
$24.7K - $32.2K
|
10.2K
$1.28M
|
|
|
Nov 03, 2023
Q3 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-220- 1.0% |
$24.8K - $32.4K
|
21.7K
$2.71M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-220- 13.62% |
$24.8K - $32.4K
|
1.4K
$174K
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-222- 20.24% |
$25K - $32.7K
|
875
$109K
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-223- 7.36% |
$25.1K - $32.8K
|
2.81K
$351K
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-223- 53.48% |
$25.1K - $32.8K
|
194
$24.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-225- 33.63% |
$25.3K - $33.1K
|
444
$55.5K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-225- 3.43% |
$25.3K - $33.1K
|
6.33K
$790K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-229- 8.53% |
$25.8K - $33.7K
|
2.46K
$307K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-229- 4.56% |
$25.8K - $33.7K
|
4.79K
$598K
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-235- 2.37% |
$26.5K - $34.6K
|
9.7K
$1.21M
|
|
|
Oct 25, 2023
Q3 2023
|
Jackson Square Capital, LLC
|
SELL
|
- |
-236- 11.87% |
$26.6K - $34.7K
|
1.75K
$219K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-236- 26.91% |
$26.6K - $34.7K
|
641
$80.1K
|
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
SELL
|
- |
-242- 0.48% |
$27.3K - $35.6K
|
49.9K
$6.24M
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-246- 1.43% |
$27.7K - $36.2K
|
17K
$2.12M
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-254- 5.0% |
$28.6K - $37.4K
|
4.83K
$603K
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-255- 4.19% |
$28.7K - $37.5K
|
5.83K
$728K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-256- 20.83% |
$28.8K - $37.7K
|
973
$122K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-258- 2.26% |
$29.1K - $38K
|
11.1K
$1.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-266- 4.33% |
$30K - $39.1K
|
5.88K
$734K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-269- 3.43% |
$30.3K - $39.6K
|
7.58K
$947K
|
|
|
Nov 14, 2023
Q3 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-270- 4.38% |
$30.4K - $39.7K
|
5.89K
$736K
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-277- 18.59% |
$31.2K - $40.8K
|
1.21K
$151K
|
|
|
Nov 07, 2023
Q3 2023
|
Smith, Graham & Co., Investment Advisors, LP
|
SELL
|
- |
-279- 0.86% |
$31.4K - $41.1K
|
32K
$4M
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-280- 4.46% |
$31.5K - $41.2K
|
6K
$749K
|
|
|
Nov 07, 2023
Q3 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-291- 4.45% |
$32.8K - $42.8K
|
6.25K
$781K
|