Purchases and Sales Made in Q3 2024 in Valero Energy Corp (VLO)
This table provides information about the institutional ownership of Valero Energy Corp (VLO) during Q3 2024. 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 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21+ 0.71% |
$2.79K - $3.43K
|
2.96K
$351K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
21+ 1.2% |
$2.79K - $3.43K
|
1.77K
$210K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
21+ 1.31% |
$2.79K - $3.43K
|
1.62K
$192K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
19+ 2.09% |
$2.52K - $3.11K
|
927
$110K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
18+ 2.05% |
$2.39K - $2.94K
|
898
$106K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
17+ 0.57% |
$2.26K - $2.78K
|
3.02K
$358K
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
17+ 0.18% |
$2.26K - $2.78K
|
9.43K
$1.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
16+ 0.39% |
$2.12K - $2.62K
|
4.13K
$490K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
16+ 0.61% |
$2.12K - $2.62K
|
2.65K
$314K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
16+ 0.62% |
$2.12K - $2.62K
|
2.59K
$307K
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
15+ 0.68% |
$1.99K - $2.45K
|
2.22K
$263K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
15+ 0.29% |
$1.99K - $2.45K
|
5.25K
$623K
|
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
15+ 0.17% |
$1.99K - $2.45K
|
8.61K
$1.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
15+ 7.81% |
$1.99K - $2.45K
|
207
$24.5K
|
|
|
Oct 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
14+ 0.09% |
$1.86K - $2.29K
|
15.4K
$1.83M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
14+ 0.18% |
$1.86K - $2.29K
|
7.77K
$921K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
13+ 0.24% |
$1.73K - $2.13K
|
5.47K
$648K
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
13+ 0.74% |
$1.73K - $2.13K
|
1.76K
$209K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
13New |
$1.73K - $2.13K
|
13
$1.54K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
13New |
$1.73K - $2.13K
|
13
$1.54K
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
13+ 0.55% |
$1.73K - $2.13K
|
2.39K
$283K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
13New |
$1.73K - $2.13K
|
13
$1.54K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
13+ 0.23% |
$1.73K - $2.13K
|
5.65K
$670K
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
12+ 0.73% |
$1.59K - $1.96K
|
1.66K
$196K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
12+ 0.75% |
$1.59K - $1.96K
|
1.6K
$190K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
12+ 0.39% |
$1.59K - $1.96K
|
3.06K
$363K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
11+ 0.32% |
$1.46K - $1.8K
|
3.47K
$411K
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
10+ 0.17% |
$1.33K - $1.63K
|
5.93K
$704K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
9+ 0.53% |
$1.2K - $1.47K
|
1.72K
$203K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
9+ 0.58% |
$1.2K - $1.47K
|
1.55K
$184K
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
9New |
$1.2K - $1.47K
|
9
$1.07K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
8+ 0.74% |
$1.06K - $1.31K
|
1.09K
$129K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
8New |
$1.06K - $1.31K
|
8
$949
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
8+ 1.54% |
$1.06K - $1.31K
|
528
$62.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
8+ 0.49% |
$1.06K - $1.31K
|
1.65K
$195K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
7+ 0.09% |
$930 - $1.14K
|
7.97K
$946K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
7+ 2.08% |
$930 - $1.14K
|
343
$40.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
6+ 0.25% |
$797 - $981
|
2.38K
$282K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6+ 0.2% |
$797 - $981
|
3.01K
$356K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
5+ 0.72% |
$664 - $817
|
696
$82.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
5New |
$664 - $817
|
5
$593
|
|
|
Oct 30, 2024
Q3 2024
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.81% |
$664 - $817
|
620
$73.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
4+ 0.68% |
$531 - $654
|
594
$70.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4+ 0.18% |
$531 - $654
|
2.21K
$262K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
4+ 0.4% |
$531 - $654
|
1.01K
$120K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4+ 1.39% |
$531 - $654
|
291
$34.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
3+ 0.85% |
$398 - $490
|
358
$42.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3+ 0.62% |
$398 - $490
|
489
$58K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.02% |
$266 - $327
|
199
$23.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
2New |
$266 - $327
|
2
$237
|