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 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
360New |
$40.5K - $53K
|
360
$45K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
359+ 3.12% |
$40.4K - $52.8K
|
11.9K
$1.48M
|
|
|
Nov 01, 2023
Q3 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
359+ 11.86% |
$40.4K - $52.8K
|
3.39K
$423K
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
358+ 16.97% |
$40.3K - $52.7K
|
2.47K
$308K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
344+ 7.31% |
$38.7K - $50.6K
|
5.05K
$631K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
330+ 11.77% |
$37.2K - $48.6K
|
3.13K
$391K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
324+ 506.25% |
$36.5K - $47.7K
|
388
$48.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
323+ 6.76% |
$36.4K - $47.5K
|
5.1K
$637K
|
|
|
Oct 25, 2023
Q3 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
315+ 1.95% |
$35.5K - $46.4K
|
16.5K
$2.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
314+ 7.23% |
$35.4K - $46.2K
|
4.66K
$582K
|
|
|
Nov 15, 2023
Q3 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
310+ 1.52% |
$34.9K - $45.6K
|
20.7K
$2.59M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
306+ 11.02% |
$34.5K - $45K
|
3.08K
$385K
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
304+ 1.21% |
$34.2K - $44.7K
|
25.3K
$3.16M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
301+ 7.93% |
$33.9K - $44.3K
|
4.1K
$512K
|
|
|
Oct 20, 2023
Q3 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
300+ 8.32% |
$33.8K - $44.2K
|
3.91K
$488K
|
|
|
Nov 14, 2023
Q3 2023
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
299+ 11.36% |
$33.7K - $44K
|
2.93K
$366K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
298New |
$33.6K - $43.9K
|
298
$37.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
297+ 5.46% |
$33.4K - $43.7K
|
5.73K
$716K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
295+ 42.88% |
$33.2K - $43.4K
|
983
$123K
|
|
|
Nov 07, 2023
Q3 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
295+ 0.51% |
$33.2K - $43.4K
|
58.6K
$7.32M
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
292+ 1.77% |
$32.9K - $43K
|
16.8K
$2.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
289New |
$32.5K - $42.5K
|
289
$36.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
282+ 11.75% |
$31.8K - $41.5K
|
2.68K
$335K
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
278+ 4.34% |
$31.3K - $40.9K
|
6.68K
$834K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
269+ 2.87% |
$30.3K - $39.6K
|
9.64K
$1.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
269+ 0.56% |
$30.3K - $39.6K
|
48.2K
$6.02M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
268+ 0.38% |
$30.2K - $39.4K
|
70.8K
$8.84M
|
|
|
Nov 08, 2023
Q3 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
253+ 4.32% |
$28.5K - $37.2K
|
6.11K
$763K
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
252+ 10.91% |
$28.4K - $37.1K
|
2.56K
$320K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
251+ 42.18% |
$28.3K - $36.9K
|
846
$106K
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
245+ 3.04% |
$27.6K - $36.1K
|
8.31K
$1.04M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
243+ 0.07% |
$27.4K - $35.8K
|
339K
$42.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
243+ 10.72% |
$27.4K - $35.8K
|
2.51K
$313K
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
241+ 1.64% |
$27.1K - $35.5K
|
14.9K
$1.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
240+ 0.72% |
$27K - $35.3K
|
33.4K
$4.18M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
239+ 10.54% |
$26.9K - $35.2K
|
2.51K
$313K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
234+ 13.54% |
$26.4K - $34.4K
|
1.96K
$245K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
228+ 5.85% |
$25.7K - $33.6K
|
4.13K
$516K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
218+ 12.0% |
$24.5K - $32.1K
|
2.04K
$254K
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
BUY
|
- |
216+ 4.02% |
$24.3K - $31.8K
|
5.59K
$698K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
216+ 1.96% |
$24.3K - $31.8K
|
11.2K
$1.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
215+ 9.39% |
$24.2K - $31.6K
|
2.51K
$313K
|
|
|
Nov 08, 2023
Q3 2023
|
Washburn Capital Management, Inc.
|
BUY
|
- |
210+ 8.06% |
$23.6K - $30.9K
|
2.82K
$352K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
205+ 0.49% |
$23.1K - $30.2K
|
41.9K
$5.23M
|
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
201+ 0.79% |
$22.6K - $29.6K
|
25.6K
$3.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
201New |
$22.6K - $29.6K
|
201
$25.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
200New |
$22.5K - $29.4K
|
200
$25K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
200+ 4.52% |
$22.5K - $29.4K
|
4.62K
$577K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
200+ 2.78% |
$22.5K - $29.4K
|
7.39K
$923K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
200+ 2.03% |
$22.5K - $29.4K
|
10.1K
$1.26M
|