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 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.73KNew |
$195K - $255K
|
1.73K
$216K
|
|
|
Nov 07, 2023
Q3 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.72KNew |
$193K - $252K
|
1.72K
$214K
|
|
|
Oct 18, 2023
Q3 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.71KNew |
$192K - $252K
|
1.71K
$213K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.71KNew |
$192K - $251K
|
1.71K
$213K
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.69KNew |
$191K - $249K
|
1.69K
$211K
|
|
|
Oct 10, 2023
Q3 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.66KNew |
$187K - $244K
|
1.66K
$207K
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.66K+ 35.66% |
$187K - $244K
|
6.31K
$788K
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
BUY
|
- |
1.65KNew |
$186K - $243K
|
1.65K
$206K
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.64K+ 4.9% |
$185K - $242K
|
35.1K
$4.39M
|
|
|
Oct 17, 2023
Q3 2023
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
1.63KNew |
$184K - $240K
|
1.63K
$204K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.63KNew |
$183K - $240K
|
1.63K
$203K
|
|
|
Nov 16, 2023
Q3 2023
|
Athena Investment Management
|
BUY
|
- |
1.63KNew |
$183K - $239K
|
1.63K
$203K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1.61K+ 16.01% |
$181K - $237K
|
11.7K
$1.46M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.61KNew |
$181K - $237K
|
1.61K
$201K
|
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.6K+ 54.58% |
$180K - $235K
|
4.52K
$565K
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.6KNew |
$180K - $235K
|
1.6K
$199K
|
|
|
Oct 26, 2023
Q3 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
1.59KNew |
$179K - $234K
|
1.59K
$199K
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.59KNew |
$179K - $234K
|
1.59K
$199K
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.59KNew |
$179K - $234K
|
1.59K
$198K
|
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.58KNew |
$178K - $233K
|
1.58K
$197K
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.58KNew |
$178K - $232K
|
1.58K
$197K
|
|
|
Oct 18, 2023
Q3 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
1.57KNew |
$176K - $231K
|
1.57K
$196K
|
|
|
Nov 14, 2023
Q3 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1.57K+ 28.99% |
$176K - $231K
|
6.97K
$871K
|
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.55KNew |
$175K - $229K
|
1.55K
$194K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.55KNew |
$175K - $228K
|
1.55K
$194K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
BUY
|
- |
1.55KNew |
$175K - $228K
|
1.55K
$194K
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.55K+ 6200.0% |
$175K - $228K
|
1.58K
$197K
|
|
|
Nov 14, 2023
Q3 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.55KNew |
$174K - $228K
|
1.55K
$193K
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
BUY
|
- |
1.55K+ 2.16% |
$174K - $228K
|
73.3K
$9.15M
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
1.54KNew |
$173K - $226K
|
1.54K
$192K
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.53KNew |
$172K - $225K
|
1.53K
$191K
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1.52KNew |
$171K - $224K
|
1.52K
$190K
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.52KNew |
$171K - $223K
|
1.52K
$189K
|
|
|
Oct 25, 2023
Q3 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
1.51KNew |
$170K - $222K
|
1.51K
$188K
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
1.51KNew |
$170K - $222K
|
1.51K
$188K
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.5KNew |
$169K - $221K
|
1.5K
$188K
|
|
|
Oct 10, 2023
Q3 2023
|
Woodstock Corp
|
BUY
|
- |
1.5KNew |
$169K - $221K
|
1.5K
$187K
|
|
|
Nov 14, 2023
Q3 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
1.5KNew |
$169K - $221K
|
1.5K
$187K
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Growth Investors Inc
Minneapolis, MN |
BUY
|
- |
1.5KNew |
$169K - $221K
|
1.5K
$187K
|
|
|
Nov 27, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1.5KNew |
$169K - $221K
|
1.5K
$187K
|
|
|
Nov 03, 2023
Q3 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.49KNew |
$168K - $220K
|
1.49K
$187K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
BUY
|
- |
1.48K+ 8.08% |
$167K - $218K
|
19.8K
$2.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
1.45KNew |
$164K - $214K
|
1.45K
$182K
|
|
|
Oct 20, 2023
Q3 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
1.44KNew |
$162K - $211K
|
1.44K
$179K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.44KNew |
$162K - $211K
|
1.44K
$179K
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.43KNew |
$161K - $211K
|
1.43K
$179K
|
|
|
Oct 24, 2023
Q3 2023
|
Vera Bank, N.A.
|
BUY
|
- |
1.42KNew |
$160K - $209K
|
1.42K
$177K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.42KNew |
$159K - $208K
|
1.42K
$177K
|
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.41KNew |
$158K - $207K
|
1.41K
$176K
|
|
|
Nov 02, 2023
Q3 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.4K+ 8.52% |
$158K - $206K
|
17.9K
$2.23M
|