Purchases and Sales Made in Q4 2023 in Valero Energy Corp (VLO)
This table provides information about the institutional ownership of Valero Energy Corp (VLO) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
64+ 4.19% |
$7.67K - $8.84K
|
1.59K
$225K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
61+ 3.73% |
$7.32K - $8.42K
|
1.7K
$239K
|
|
|
Feb 02, 2024
Q4 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
61+ 0.24% |
$7.32K - $8.42K
|
25.9K
$3.65M
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
60New |
$7.2K - $8.29K
|
60
$8.46K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
60New |
$7.2K - $8.29K
|
60
$8.46K
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
60+ 3.28% |
$7.2K - $8.29K
|
1.89K
$267K
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
58+ 1.29% |
$6.96K - $8.01K
|
4.57K
$644K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
57+ 80.28% |
$6.84K - $7.87K
|
128
$18.1K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
55+ 0.15% |
$6.6K - $7.59K
|
37K
$5.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
53+ 1.34% |
$6.36K - $7.32K
|
4.01K
$565K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
53+ 1.04% |
$6.36K - $7.32K
|
5.16K
$727K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
51+ 0.08% |
$6.12K - $7.04K
|
67.4K
$9.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
49+ 25.26% |
$5.88K - $6.77K
|
243
$34.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
47+ 0.59% |
$5.64K - $6.49K
|
7.98K
$1.13M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
47+ 0.59% |
$5.64K - $6.49K
|
7.98K
$1.13M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
46+ 3.05% |
$5.52K - $6.35K
|
1.55K
$219K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
46+ 0.61% |
$5.52K - $6.35K
|
7.63K
$1.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
46+ 1.4% |
$5.52K - $6.35K
|
3.34K
$472K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
46New |
$5.52K - $6.35K
|
46
$6.49K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
45New |
$5.4K - $6.21K
|
45
$6.35K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
45New |
$5.4K - $6.21K
|
45
$6.35K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
45+ 0.2% |
$5.4K - $6.21K
|
22.7K
$3.2M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
43New |
$5.16K - $5.94K
|
43
$6.07K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
43+ 5.83% |
$5.16K - $5.94K
|
780
$110K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
43+ 0.76% |
$5.16K - $5.94K
|
5.71K
$806K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
41+ 1.56% |
$4.92K - $5.66K
|
2.67K
$376K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
41+ 2.01% |
$4.92K - $5.66K
|
2.08K
$293K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
40+ 1.06% |
$4.8K - $5.52K
|
3.83K
$540K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
37+ 5.67% |
$4.44K - $5.11K
|
690
$97.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
36New |
$4.32K - $4.97K
|
36
$5.08K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
35+ 87.5% |
$4.2K - $4.83K
|
75
$10.6K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
35+ 0.0% |
$4.2K - $4.83K
|
32.1M
$4.53B
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
33+ 13.64% |
$3.96K - $4.56K
|
275
$38.8K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
33New |
$3.96K - $4.56K
|
33
$4.65K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
31New |
$3.72K - $4.28K
|
31
$4.37K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
31New |
$3.72K - $4.28K
|
31
$4.37K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
30New |
$3.6K - $4.14K
|
30
$4.23K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
30+ 0.61% |
$3.6K - $4.14K
|
4.92K
$694K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
27+ 0.56% |
$3.24K - $3.73K
|
4.87K
$687K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
26+ 0.07% |
$3.12K - $3.59K
|
38K
$5.36M
|
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
BUY
|
- |
25+ 0.5% |
$3K - $3.45K
|
5.07K
$715K
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
23+ 0.73% |
$2.76K - $3.18K
|
3.2K
$451K
|
|
|
Feb 07, 2024
Q4 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
23+ 0.04% |
$2.76K - $3.18K
|
58.2K
$8.22M
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
21New |
$2.52K - $2.9K
|
21
$2.96K
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
21+ 1.01% |
$2.52K - $2.9K
|
2.1K
$297K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
20+ 166.67% |
$2.4K - $2.76K
|
32
$4.51K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
20+ 117.65% |
$2.4K - $2.76K
|
37
$5.22K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
20+ 0.3% |
$2.4K - $2.76K
|
6.69K
$943K
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
BUY
|
- |
20+ 0.7% |
$2.4K - $2.76K
|
2.87K
$404K
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
18+ 0.76% |
$2.16K - $2.49K
|
2.39K
$338K
|