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 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-140- 3.44% |
$18.6K - $22.9K
|
3.94K
$488K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-141- 2.9% |
$18.7K - $23.1K
|
4.71K
$584K
|
|
|
Oct 10, 2024
Q3 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-146- 5.97% |
$19.4K - $23.9K
|
2.3K
$285K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-146- 1.21% |
$19.4K - $23.9K
|
11.9K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-148- 5.83% |
$19.7K - $24.2K
|
2.39K
$296K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-149- 6.93% |
$19.8K - $24.4K
|
2K
$248K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-149- 1.2% |
$19.8K - $24.4K
|
12.3K
$1.52M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-150- 2.33% |
$19.9K - $24.5K
|
6.29K
$779K
|
|
|
Nov 13, 2024
Q3 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-163- 4.01% |
$21.6K - $26.6K
|
3.9K
$484K
|
|
|
Oct 10, 2024
Q3 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-164- 4.94% |
$21.8K - $26.8K
|
3.16K
$391K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-170- 0.28% |
$22.6K - $27.8K
|
59.8K
$7.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-171- 8.49% |
$22.7K - $28K
|
1.84K
$229K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-172- 6.88% |
$22.8K - $28.1K
|
2.33K
$289K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-173- 7.09% |
$23K - $28.3K
|
2.27K
$281K
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-175- 3.54% |
$23.2K - $28.6K
|
4.77K
$592K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
SELL
|
- |
-175- 0.26% |
$23.2K - $28.6K
|
67.6K
$8.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-177- 10.81% |
$23.5K - $28.9K
|
1.46K
$181K
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-178- 0.84% |
$23.6K - $29.1K
|
21.1K
$2.61M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-180- 0.93% |
$23.9K - $29.4K
|
19.3K
$2.39M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-184- 1.16% |
$24.4K - $30.1K
|
15.6K
$1.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-192- 2.2% |
$25.5K - $31.4K
|
8.53K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-192- 1.68% |
$25.5K - $31.4K
|
11.2K
$1.39M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-195- 9.15% |
$25.9K - $31.9K
|
1.94K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-195- 1.47% |
$25.9K - $31.9K
|
13K
$1.62M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-197- 0.25% |
$26.2K - $32.2K
|
78.8K
$9.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-198- 2.85% |
$26.3K - $32.4K
|
6.74K
$836K
|
|
|
Oct 17, 2024
Q3 2024
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-200- 0.41% |
$26.6K - $32.7K
|
48.1K
$5.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-200- 1.32% |
$26.6K - $32.7K
|
14.9K
$1.85M
|
|
|
Oct 28, 2024
Q3 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-208- 1.57% |
$27.6K - $34K
|
13K
$1.61M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-210- 4.26% |
$27.9K - $34.3K
|
4.72K
$585K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-210- 3.63% |
$27.9K - $34.3K
|
5.57K
$691K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-215- 0.81% |
$28.6K - $35.1K
|
26.2K
$3.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-218- 4.6% |
$29K - $35.6K
|
4.52K
$560K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-220- 11.31% |
$29.2K - $36K
|
1.73K
$214K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-225- 1.72% |
$29.9K - $36.8K
|
12.8K
$1.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-226- 3.67% |
$30K - $36.9K
|
5.94K
$736K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-231- 6.88% |
$30.7K - $37.8K
|
3.13K
$387K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-234- 16.5% |
$31.1K - $38.3K
|
1.18K
$147K
|
|
|
Nov 14, 2024
Q3 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-237- 2.09% |
$31.5K - $38.7K
|
11.1K
$1.37M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-238- 6.92% |
$31.6K - $38.9K
|
3.2K
$397K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-238- 7.36% |
$31.6K - $38.9K
|
2.99K
$371K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-246- 11.36% |
$32.7K - $40.2K
|
1.92K
$238K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-251- 8.25% |
$33.3K - $41K
|
2.79K
$346K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-252- 2.42% |
$33.5K - $41.2K
|
10.2K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-253- 1.92% |
$33.6K - $41.4K
|
12.9K
$1.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-255- 4.42% |
$33.9K - $41.7K
|
5.52K
$684K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-255- 9.15% |
$33.9K - $41.7K
|
2.53K
$314K
|
|
|
Nov 08, 2024
Q3 2024
|
Kendall Capital Management
|
SELL
|
- |
-257- 3.31% |
$34.1K - $42K
|
7.52K
$932K
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-259- 6.49% |
$34.4K - $42.3K
|
3.73K
$462K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-260- 7.36% |
$34.5K - $42.5K
|
3.27K
$406K
|