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 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
759+ 50.84% |
$101K - $124K
|
2.25K
$267K
|
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
758+ 7.49% |
$101K - $124K
|
10.9K
$1.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
747+ 7.99% |
$99.2K - $122K
|
10.1K
$1.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
747+ 6.07% |
$99.2K - $122K
|
13.1K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
737+ 130.44% |
$97.9K - $120K
|
1.3K
$154K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
733+ 16.96% |
$97.3K - $120K
|
5.06K
$599K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
731+ 42.77% |
$97.1K - $120K
|
2.44K
$289K
|
|
|
Nov 06, 2024
Q3 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
720+ 2.34% |
$95.6K - $118K
|
31.5K
$3.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
713+ 7.6% |
$94.7K - $117K
|
10.1K
$1.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
701+ 6.17% |
$93.1K - $115K
|
12.1K
$1.43M
|
|
|
Nov 01, 2024
Q3 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
664+ 6.39% |
$88.2K - $109K
|
11.1K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
661+ 1.7% |
$87.8K - $108K
|
39.6K
$4.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
650+ 7.46% |
$86.3K - $106K
|
9.36K
$1.11M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
627+ 7.16% |
$83.3K - $103K
|
9.39K
$1.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
624+ 1.42% |
$82.9K - $102K
|
44.6K
$5.29M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
616+ 30.66% |
$81.8K - $101K
|
2.63K
$311K
|
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
613+ 2.25% |
$81.4K - $100K
|
27.9K
$3.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
608+ 13.77% |
$80.7K - $99.4K
|
5.02K
$596K
|
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
600+ 12.0% |
$79.7K - $98.1K
|
5.6K
$664K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
600+ 16.46% |
$79.7K - $98.1K
|
4.25K
$504K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
599+ 4.29% |
$79.6K - $97.9K
|
14.6K
$1.73M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
592+ 0.49% |
$78.6K - $96.8K
|
121K
$14.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
590+ 8.56% |
$78.4K - $96.5K
|
7.48K
$887K
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
590+ 4.2% |
$78.4K - $96.5K
|
14.6K
$1.74M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
590+ 7.42% |
$78.4K - $96.5K
|
8.54K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
585+ 3.77% |
$77.7K - $95.6K
|
16.1K
$1.91M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
582+ 9.6% |
$77.3K - $95.1K
|
6.65K
$788K
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
582+ 1.49% |
$77.3K - $95.1K
|
39.7K
$4.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
578+ 2.67% |
$76.8K - $94.5K
|
22.3K
$2.64M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
574+ 0.71% |
$76.2K - $93.8K
|
81.7K
$9.69M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
574+ 8.99% |
$76.2K - $93.8K
|
6.96K
$825K
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
573+ 1.48% |
$76.1K - $93.7K
|
39.3K
$4.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
573+ 3.65% |
$76.1K - $93.7K
|
16.3K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
572New |
$76K - $93.5K
|
572
$67.8K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
567+ 6.46% |
$75.3K - $92.7K
|
9.35K
$1.11M
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
556+ 7.05% |
$73.8K - $90.9K
|
8.44K
$1M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
546+ 37.76% |
$72.5K - $89.3K
|
1.99K
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
541+ 10.77% |
$71.9K - $88.4K
|
5.56K
$660K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
536+ 4.81% |
$71.2K - $87.6K
|
11.7K
$1.38M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
535+ 9.01% |
$71.1K - $87.5K
|
6.47K
$768K
|
|
|
Nov 14, 2024
Q3 2024
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
533+ 3.57% |
$70.8K - $87.1K
|
15.5K
$1.84M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
526+ 6.23% |
$69.9K - $86K
|
8.97K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
520+ 1.95% |
$69.1K - $85K
|
27.1K
$3.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
504+ 7.73% |
$66.9K - $82.4K
|
7.02K
$833K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
501+ 1.88% |
$66.5K - $81.9K
|
27.1K
$3.22M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
500+ 13.03% |
$66.4K - $81.7K
|
4.34K
$514K
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
500+ 4.29% |
$66.4K - $81.7K
|
12.1K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
498+ 17.74% |
$66.1K - $81.4K
|
3.31K
$392K
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
491+ 16.96% |
$65.2K - $80.3K
|
3.39K
$402K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
488+ 18.03% |
$64.8K - $79.8K
|
3.19K
$379K
|