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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-522- 3.67% |
$58.8K - $76.8K
|
13.7K
$1.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-531- 17.46% |
$59.8K - $78.2K
|
2.51K
$313K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-540- 18.47% |
$60.8K - $79.5K
|
2.38K
$298K
|
|
|
Oct 23, 2023
Q3 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-542- 5.88% |
$61K - $79.8K
|
8.68K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-546- 8.78% |
$61.5K - $80.4K
|
5.67K
$708K
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-562- 9.0% |
$63.3K - $82.7K
|
5.69K
$710K
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
SELL
|
- |
-563- 11.1% |
$63.4K - $82.9K
|
4.51K
$563K
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-569- 5.46% |
$64.1K - $83.7K
|
9.85K
$1.23M
|
|
|
Nov 07, 2023
Q3 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-573- 13.04% |
$64.5K - $84.3K
|
3.82K
$477K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-576- 1.59% |
$64.9K - $84.8K
|
35.6K
$4.44M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-582- 13.17% |
$65.5K - $85.7K
|
3.84K
$479K
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-584- 20.42% |
$65.8K - $86K
|
2.28K
$284K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-589- 6.03% |
$66.3K - $86.7K
|
9.18K
$1.15M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-596- 0.51% |
$67.1K - $87.7K
|
117K
$14.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-602- 1.61% |
$67.8K - $88.6K
|
36.7K
$4.58M
|
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-615- 13.87% |
$69.3K - $90.5K
|
3.82K
$477K
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-616- 17.8% |
$69.4K - $90.7K
|
2.84K
$355K
|
|
|
Nov 06, 2023
Q3 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-622- 1.35% |
$70K - $91.5K
|
45.3K
$5.66M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-624- 8.61% |
$70.3K - $91.8K
|
6.62K
$827K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-656- 13.45% |
$73.9K - $96.6K
|
4.22K
$527K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-660- 22.87% |
$74.3K - $97.1K
|
2.23K
$278K
|
|
|
Oct 16, 2023
Q3 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-662- 16.73% |
$74.5K - $97.4K
|
3.3K
$412K
|
|
|
Nov 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-663- 0.43% |
$74.7K - $97.6K
|
154K
$19.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-678- 24.85% |
$76.3K - $99.8K
|
2.05K
$256K
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-679- 0.69% |
$76.5K - $99.9K
|
97.8K
$12.2M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-687- 32.73% |
$77.4K - $101K
|
1.41K
$176K
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-692- 1.95% |
$77.9K - $102K
|
34.8K
$4.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-693- 1.52% |
$78K - $102K
|
44.8K
$5.59M
|
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-694- 10.4% |
$78.2K - $102K
|
5.98K
$746K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-697- 21.16% |
$78.5K - $103K
|
2.6K
$324K
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-706- 10.77% |
$79.5K - $104K
|
5.85K
$730K
|
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-715- 6.02% |
$80.5K - $105K
|
11.2K
$1.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-716- 21.32% |
$80.6K - $105K
|
2.64K
$330K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-753- 6.62% |
$84.8K - $111K
|
10.6K
$1.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-758- 7.62% |
$85.4K - $112K
|
9.19K
$1.15M
|
|
|
Oct 30, 2023
Q3 2023
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-781- 33.79% |
$87.9K - $115K
|
1.53K
$191K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-794- 10.16% |
$89.4K - $117K
|
7.02K
$877K
|
|
|
Nov 09, 2023
Q3 2023
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-796- 7.86% |
$89.6K - $117K
|
9.33K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-799- 7.48% |
$90K - $118K
|
9.89K
$1.23M
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-800- 16.09% |
$90.1K - $118K
|
4.17K
$521K
|
|
|
Oct 31, 2023
Q3 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-801- 12.97% |
$90.2K - $118K
|
5.38K
$671K
|
|
|
Nov 13, 2023
Q3 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-813- 67.02% |
$91.6K - $120K
|
400
$50K
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-815- 11.83% |
$91.8K - $120K
|
6.08K
$759K
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-819- 2.05% |
$92.2K - $121K
|
39.1K
$4.88M
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-820- 9.92% |
$92.3K - $121K
|
7.45K
$930K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-826- 46.67% |
$93K - $122K
|
944
$118K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-838- 1.45% |
$94.4K - $123K
|
56.8K
$7.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-846- 19.6% |
$95.3K - $125K
|
3.47K
$433K
|
|
|
Nov 14, 2023
Q3 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-846- 19.6% |
$95.3K - $125K
|
3.47K
$433K
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-849- 22.86% |
$95.6K - $125K
|
2.87K
$358K
|