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
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-90- 1.87% |
$10.8K - $12.4K
|
4.72K
$665K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-91- 2.14% |
$10.9K - $12.6K
|
4.15K
$586K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-96- 0.86% |
$11.5K - $13.3K
|
11.1K
$1.57M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-98- 1.93% |
$11.8K - $13.5K
|
4.98K
$703K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
SELL
|
- |
-99- 3.7% |
$11.9K - $13.7K
|
2.58K
$363K
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-99- 2.34% |
$11.9K - $13.7K
|
4.13K
$583K
|
|
|
Jan 23, 2024
Q4 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-100- 3.55% |
$12K - $13.8K
|
2.72K
$383K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-100- 71.43% |
$12K - $13.8K
|
40
$5.64K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-100- 2.39% |
$12K - $13.8K
|
4.08K
$576K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-100- 1.79% |
$12K - $13.8K
|
5.49K
$774K
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-102- 0.61% |
$12.2K - $14.1K
|
16.6K
$2.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-102- 4.95% |
$12.2K - $14.1K
|
1.96K
$276K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-105- 1.96% |
$12.6K - $14.5K
|
5.24K
$739K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-111- 5.86% |
$13.3K - $15.3K
|
1.78K
$252K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-112- 6.01% |
$13.4K - $15.5K
|
1.75K
$247K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-115- 9.24% |
$13.8K - $15.9K
|
1.13K
$159K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-115- 3.78% |
$13.8K - $15.9K
|
2.93K
$413K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-116- 3.17% |
$13.9K - $16K
|
3.54K
$499K
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-117- 5.33% |
$14K - $16.2K
|
2.08K
$293K
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-118- 1.12% |
$14.2K - $16.3K
|
10.4K
$1.47M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-121- 1.99% |
$14.5K - $16.7K
|
5.96K
$841K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-121- 5.56% |
$14.5K - $16.7K
|
2.06K
$290K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-122- 0.92% |
$14.6K - $16.8K
|
13.1K
$1.84M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-124- 1.25% |
$14.9K - $17.1K
|
9.8K
$1.38M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
SELL
|
- |
-124- 0.2% |
$14.9K - $17.1K
|
63.4K
$8.94M
|
|
|
Jan 30, 2024
Q4 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-125- 0.53% |
$15K - $17.3K
|
23.4K
$3.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-126- 5.36% |
$15.1K - $17.4K
|
2.22K
$314K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-128- 0.21% |
$15.3K - $17.7K
|
62.2K
$8.78M
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-131- 2.83% |
$15.7K - $18.1K
|
4.5K
$634K
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-134- 1.4% |
$16.1K - $18.5K
|
9.41K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-134- 2.14% |
$16.1K - $18.5K
|
6.12K
$863K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-139- 6.73% |
$16.7K - $19.2K
|
1.93K
$272K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-139- 3.05% |
$16.7K - $19.2K
|
4.42K
$623K
|
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-141- 29.19% |
$16.9K - $19.5K
|
342
$48.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-141- 4.19% |
$16.9K - $19.5K
|
3.23K
$455K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-142- 3.72% |
$17K - $19.6K
|
3.68K
$519K
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-142- 2.6% |
$17K - $19.6K
|
5.33K
$751K
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-148- 1.5% |
$17.7K - $20.4K
|
9.73K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-150- 15.42% |
$18K - $20.7K
|
823
$116K
|
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-150- 2.47% |
$18K - $20.7K
|
5.93K
$837K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-152- 1.17% |
$18.2K - $21K
|
12.9K
$1.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-154- 8.28% |
$18.5K - $21.3K
|
1.71K
$240K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-158- 6.57% |
$18.9K - $21.8K
|
2.25K
$317K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-160- 7.75% |
$19.2K - $22.1K
|
1.9K
$269K
|
|
|
Jan 26, 2024
Q4 2023
|
Kendall Capital Management
|
SELL
|
- |
-160- 1.88% |
$19.2K - $22.1K
|
8.36K
$1.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-160- 4.2% |
$19.2K - $22.1K
|
3.65K
$514K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-161- 6.41% |
$19.3K - $22.2K
|
2.35K
$331K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-162- 3.11% |
$19.4K - $22.4K
|
5.05K
$712K
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-163- 0.22% |
$19.5K - $22.5K
|
73.1K
$10.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Matrix Trust CO
|
SELL
|
- |
-164- 2.36% |
$19.7K - $22.6K
|
6.78K
$957K
|