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
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3+ 4.05% |
$360 - $414
|
77
$10.9K
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 4.55% |
$360 - $414
|
69
$9.73K
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 4.0% |
$240 - $276
|
52
$7.33K
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
2+ 0.07% |
$240 - $276
|
2.93K
$414K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 1.25% |
$240 - $276
|
162
$22.9K
|
|
Feb 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 0.68% |
$240 - $276
|
294
$41.5K
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.24% |
$120 - $138
|
418
$59K
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$120 - $138
|
6K
$846K
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
1+ 0.05% |
$120 - $138
|
1.88K
$266K
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.25% |
$120 - $138
|
409
$57.7K
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.11% |
$120 - $138
|
907
$128K
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2- 1.72% |
$240 - $276
|
114
$16.1K
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-2- 0.09% |
$240 - $276
|
2.21K
$312K
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2- 1.05% |
$240 - $276
|
188
$26.5K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2- 1.71% |
$240 - $276
|
115
$16.2K
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2- 0.35% |
$240 - $276
|
572
$80.7K
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2- 0.35% |
$240 - $276
|
572
$80.7K
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-3- 1.18% |
$360 - $414
|
251
$35.4K
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-3- 0.05% |
$360 - $414
|
6.2K
$874K
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
SELL
|
- |
-4- 0.15% |
$480 - $552
|
2.67K
$377K
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-4- 12.5% |
$480 - $552
|
28
$3.95K
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-5- 0.03% |
$600 - $690
|
18.9K
$2.67M
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-5- 4.17% |
$600 - $690
|
115
$16.2K
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-5- 1.73% |
$600 - $690
|
284
$40.1K
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-7- 7.29% |
$839 - $967
|
89
$12.6K
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-7- 0.09% |
$839 - $967
|
8.17K
$1.15M
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-8- 0.33% |
$959 - $1.1K
|
2.4K
$339K
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-9- 0.48% |
$1.08K - $1.24K
|
1.85K
$261K
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-9- 0.27% |
$1.08K - $1.24K
|
3.26K
$460K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-10- 0.51% |
$1.2K - $1.38K
|
1.95K
$275K
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-10- 0.64% |
$1.2K - $1.38K
|
1.56K
$220K
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-10- 0.64% |
$1.2K - $1.38K
|
1.54K
$217K
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-11- 0.66% |
$1.32K - $1.52K
|
1.66K
$234K
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-13- 0.57% |
$1.56K - $1.8K
|
2.25K
$317K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-13- 0.35% |
$1.56K - $1.8K
|
3.68K
$519K
|
|
Feb 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-14- 0.75% |
$1.68K - $1.93K
|
1.85K
$261K
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-15- 0.49% |
$1.8K - $2.07K
|
3.05K
$430K
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-15- 0.5% |
$1.8K - $2.07K
|
2.98K
$420K
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-15- 0.25% |
$1.8K - $2.07K
|
5.9K
$832K
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-17- 6.67% |
$2.04K - $2.35K
|
238
$33.6K
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-17- 43.59% |
$2.04K - $2.35K
|
22
$3.1K
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-18- 0.59% |
$2.16K - $2.49K
|
3.04K
$429K
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-18- 0.78% |
$2.16K - $2.49K
|
2.29K
$323K
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-18- 26.09% |
$2.16K - $2.49K
|
51
$7.19K
|
|
Feb 12, 2024
Q4 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-20- 0.08% |
$2.4K - $2.76K
|
24.9K
$3.51M
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-20- 0.35% |
$2.4K - $2.76K
|
5.71K
$806K
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-21- 50.0% |
$2.52K - $2.9K
|
21
$2.96K
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-21- 0.89% |
$2.52K - $2.9K
|
2.35K
$331K
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-22- 0.49% |
$2.64K - $3.04K
|
4.47K
$630K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-24- 96.0% |
$2.88K - $3.31K
|
1
$141
|