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 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-25- 0.48% |
$3K - $3.45K
|
5.21K
$706K
|
|
|
Jan 26, 2024
Q4 2023
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-25- 0.67% |
$3K - $3.45K
|
3.68K
$499K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-25- 13.16% |
$3K - $3.45K
|
165
$22.3K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-26- 0.13% |
$3.12K - $3.59K
|
19.5K
$2.64M
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-29- 1.19% |
$3.48K - $4K
|
2.42K
$327K
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
SELL
|
- |
-32- 0.82% |
$3.84K - $4.42K
|
3.87K
$524K
|
|
|
Feb 07, 2024
Q4 2023
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-32- 11.94% |
$3.84K - $4.42K
|
236
$32K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-33- 19.64% |
$3.96K - $4.56K
|
135
$18.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-35- 14.58% |
$4.2K - $4.83K
|
205
$27.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-37- 1.16% |
$4.44K - $5.11K
|
3.14K
$426K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-38- 0.38% |
$4.56K - $5.25K
|
9.89K
$1.34M
|
|
|
Jan 10, 2024
Q4 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-40- 0.46% |
$4.8K - $5.52K
|
8.64K
$1.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-43- 0.56% |
$5.16K - $5.94K
|
7.7K
$1.04M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-46- 1.03% |
$5.52K - $6.35K
|
4.43K
$600K
|
|
|
Jan 25, 2024
Q4 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-46- 1.1% |
$5.52K - $6.35K
|
4.14K
$561K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-46- 0.24% |
$5.52K - $6.35K
|
19.3K
$2.61M
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-47- 0.59% |
$5.64K - $6.49K
|
7.95K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-48- 1.0% |
$5.76K - $6.63K
|
4.74K
$642K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-49- 1.4% |
$5.88K - $6.77K
|
3.44K
$466K
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-49- 0.39% |
$5.88K - $6.77K
|
12.4K
$1.68M
|
|
|
Feb 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
SELL
|
- |
-51- 2.77% |
$6.12K - $7.04K
|
1.79K
$242K
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-51- 0.21% |
$6.12K - $7.04K
|
24.6K
$3.33M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-52- 8.16% |
$6.24K - $7.18K
|
585
$79.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-52- 7.04% |
$6.24K - $7.18K
|
687
$93K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-52- 8.16% |
$6.24K - $7.18K
|
585
$79.2K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-55- 0.92% |
$6.6K - $7.59K
|
5.95K
$805K
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-56- 1.78% |
$6.72K - $7.73K
|
3.09K
$419K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-57- 1.99% |
$6.84K - $7.87K
|
2.81K
$380K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-57- 2.7% |
$6.84K - $7.87K
|
2.05K
$278K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-58- 49.57% |
$6.96K - $8.01K
|
59
$7.99K
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-63- 3.45% |
$7.55K - $8.7K
|
1.76K
$239K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-64- 2.28% |
$7.67K - $8.84K
|
2.75K
$372K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-64- 2.04% |
$7.67K - $8.84K
|
3.07K
$416K
|
|
|
Jan 09, 2024
Q4 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-65- 0.39% |
$7.79K - $8.98K
|
16.4K
$2.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-65- 0.41% |
$7.79K - $8.98K
|
15.8K
$2.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-65- 1.84% |
$7.79K - $8.98K
|
3.48K
$471K
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-69- 1.11% |
$8.27K - $9.53K
|
6.13K
$830K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-72- 2.67% |
$8.63K - $9.94K
|
2.63K
$356K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-74- 0.74% |
$8.87K - $10.2K
|
9.93K
$1.34M
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-76- 3.71% |
$9.11K - $10.5K
|
1.97K
$267K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-79- 0.91% |
$9.47K - $10.9K
|
8.61K
$1.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-79- 4.1% |
$9.47K - $10.9K
|
1.85K
$250K
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-82- 2.02% |
$9.83K - $11.3K
|
3.98K
$539K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-82- 0.53% |
$9.83K - $11.3K
|
15.5K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-83- 1.99% |
$9.95K - $11.5K
|
4.1K
$555K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-85- 0.93% |
$10.2K - $11.7K
|
9.09K
$1.23M
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-87- 66.41% |
$10.4K - $12K
|
44
$5.96K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-88- 2.08% |
$10.6K - $12.2K
|
4.13K
$560K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-88- 2.8% |
$10.6K - $12.2K
|
3.06K
$414K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-89- 2.07% |
$10.7K - $12.3K
|
4.22K
$571K
|