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 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.37K+ 13.11% |
$182K - $224K
|
11.8K
$1.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.33K+ 0.85% |
$177K - $217K
|
158K
$18.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.33K+ 40.38% |
$176K - $217K
|
4.61K
$547K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.3KNew |
$173K - $213K
|
1.3K
$154K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
1.3K+ 15.95% |
$173K - $213K
|
9.45K
$1.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
1.29K+ 10.54% |
$171K - $211K
|
13.5K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.29K+ 9.55% |
$171K - $210K
|
14.7K
$1.75M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.27KNew |
$169K - $207K
|
1.27K
$150K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.19K+ 7.07% |
$159K - $195K
|
18.1K
$2.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.19K+ 21.67% |
$158K - $195K
|
6.69K
$794K
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.17K+ 4.54% |
$156K - $191K
|
26.9K
$3.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.17K+ 27.91% |
$155K - $191K
|
5.35K
$634K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.16K+ 11.2% |
$154K - $189K
|
11.5K
$1.36M
|
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
BUY
|
- |
1.09K+ 5.66% |
$145K - $179K
|
20.4K
$2.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.09K+ 34.68% |
$145K - $179K
|
4.25K
$503K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.09K+ 27.1% |
$145K - $178K
|
5.12K
$607K
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1.07K+ 61.87% |
$143K - $176K
|
2.81K
$333K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.07K+ 10.63% |
$141K - $174K
|
11.1K
$1.31M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.06K+ 16.71% |
$140K - $173K
|
7.38K
$876K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.05K+ 6.31% |
$139K - $171K
|
17.6K
$2.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.03K+ 51.42% |
$137K - $168K
|
3.03K
$359K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
1.01K+ 16.73% |
$133K - $164K
|
7.01K
$831K
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1K+ 42.77% |
$133K - $163K
|
3.34K
$396K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
989+ 0.67% |
$131K - $162K
|
148K
$17.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
989New |
$131K - $162K
|
989
$117K
|
|
|
Oct 09, 2024
Q3 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
981+ 3.4% |
$130K - $160K
|
29.9K
$3.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
980+ 1.84% |
$130K - $160K
|
54.2K
$6.42M
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
972+ 8.18% |
$129K - $159K
|
12.9K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
967+ 2.39% |
$128K - $158K
|
41.4K
$4.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
952+ 8.61% |
$126K - $156K
|
12K
$1.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
933+ 1.18% |
$124K - $153K
|
79.8K
$9.47M
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
932+ 9.27% |
$124K - $152K
|
11K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
930+ 116.1% |
$124K - $152K
|
1.73K
$205K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
925+ 15.8% |
$123K - $151K
|
6.78K
$804K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
921+ 18.41% |
$122K - $151K
|
5.92K
$703K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
906+ 3.6% |
$120K - $148K
|
26.1K
$3.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
896+ 28.61% |
$119K - $146K
|
4.03K
$478K
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
896+ 10.71% |
$119K - $146K
|
9.26K
$1.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
891New |
$118K - $146K
|
891
$106K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
857+ 3.16% |
$114K - $140K
|
28K
$3.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
856+ 2.13% |
$114K - $140K
|
41K
$4.86M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
842+ 9.81% |
$112K - $138K
|
9.42K
$1.12M
|
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
816+ 1.73% |
$108K - $133K
|
48K
$5.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
814+ 6.45% |
$108K - $133K
|
13.4K
$1.59M
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
806+ 2.47% |
$107K - $132K
|
33.4K
$3.96M
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
800+ 61.54% |
$106K - $131K
|
2.1K
$249K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
794+ 10.77% |
$105K - $130K
|
8.17K
$968K
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
780+ 7.51% |
$104K - $128K
|
11.2K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Mizuho Securities Usa LLC
|
BUY
|
- |
775+ 3.88% |
$103K - $127K
|
20.8K
$2.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
770New |
$102K - $126K
|
770
$91.3K
|