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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-13- 0.81% |
$1.73K - $2.13K
|
1.59K
$188K
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-15- 0.5% |
$1.99K - $2.45K
|
3.01K
$357K
|
|
Nov 06, 2024
Q3 2024
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-16- 8.33% |
$2.12K - $2.62K
|
176
$20.9K
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-17- 8.37% |
$2.26K - $2.78K
|
186
$22.1K
|
|
Oct 11, 2024
Q3 2024
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-17- 0.03% |
$2.26K - $2.78K
|
59.1K
$7.01M
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-17- 0.01% |
$2.26K - $2.78K
|
176K
$20.9M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-17- 1.37% |
$2.26K - $2.78K
|
1.22K
$145K
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-17- 11.18% |
$2.26K - $2.78K
|
135
$16K
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-19- 0.68% |
$2.52K - $3.11K
|
2.79K
$330K
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-21- 0.7% |
$2.79K - $3.43K
|
3K
$355K
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-21- 1.0% |
$2.79K - $3.43K
|
2.08K
$247K
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-21- 2.06% |
$2.79K - $3.43K
|
1K
$119K
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-22- 23.66% |
$2.92K - $3.6K
|
71
$8.42K
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-22- 95.65% |
$2.92K - $3.6K
|
1
$119
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-22- 1.02% |
$2.92K - $3.6K
|
2.13K
$253K
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-23- 26.14% |
$3.05K - $3.76K
|
65
$7.71K
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-23- 0.59% |
$3.05K - $3.76K
|
3.86K
$458K
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-24- 0.39% |
$3.19K - $3.92K
|
6.18K
$732K
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-25- 0.65% |
$3.32K - $4.09K
|
3.81K
$452K
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-25- 9.16% |
$3.32K - $4.09K
|
248
$29.4K
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-25- 0.59% |
$3.32K - $4.09K
|
4.18K
$495K
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-25- 0.66% |
$3.32K - $4.09K
|
3.78K
$448K
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-26- 0.09% |
$3.45K - $4.25K
|
29K
$3.44M
|
|
Oct 31, 2024
Q3 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-27- 0.81% |
$3.59K - $4.41K
|
3.3K
$391K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-27- 1.42% |
$3.59K - $4.41K
|
1.87K
$222K
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-27- 1.23% |
$3.59K - $4.41K
|
2.17K
$257K
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-28- 30.43% |
$3.72K - $4.58K
|
64
$7.59K
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-29- 0.12% |
$3.85K - $4.74K
|
24K
$2.84M
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-30- 1.64% |
$3.98K - $4.9K
|
1.8K
$214K
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-30- 1.5% |
$3.98K - $4.9K
|
1.97K
$233K
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-30- 7.85% |
$3.98K - $4.9K
|
352
$41.7K
|
|
Nov 08, 2024
Q3 2024
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-30- 1.69% |
$3.98K - $4.9K
|
1.75K
$207K
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-30- 0.06% |
$3.98K - $4.9K
|
49.7K
$5.89M
|
|
Nov 14, 2024
Q3 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-30- 16.13% |
$3.98K - $4.9K
|
156
$18.5K
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-31- 1.69% |
$4.12K - $5.07K
|
1.81K
$214K
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-32- 2.11% |
$4.25K - $5.23K
|
1.49K
$176K
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-32- 0.34% |
$4.25K - $5.23K
|
9.3K
$1.1M
|
|
Nov 12, 2024
Q3 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-32- 1.6% |
$4.25K - $5.23K
|
1.97K
$233K
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-33- 0.5% |
$4.38K - $5.39K
|
6.57K
$779K
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-35- 0.83% |
$4.65K - $5.72K
|
4.17K
$494K
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-35- 0.73% |
$4.65K - $5.72K
|
4.78K
$567K
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-36- 2.37% |
$4.78K - $5.89K
|
1.49K
$176K
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-40- 2.58% |
$5.31K - $6.54K
|
1.51K
$179K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-40- 0.52% |
$5.31K - $6.54K
|
7.66K
$908K
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-40- 1.46% |
$5.31K - $6.54K
|
2.71K
$321K
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-41- 1.01% |
$5.45K - $6.7K
|
4.04K
$479K
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-41- 4.32% |
$5.45K - $6.7K
|
907
$108K
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-42- 0.8% |
$5.58K - $6.87K
|
5.21K
$617K
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-42- 18.75% |
$5.58K - $6.87K
|
182
$21.6K
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-42- 1.99% |
$5.58K - $6.87K
|
2.07K
$245K
|