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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Kendall Capital Management
|
SELL
|
- |
-160- 1.88% |
$19.2K - $22.1K
|
8.36K
$1.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-160- 4.2% |
$19.2K - $22.1K
|
3.65K
$463K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-161- 6.41% |
$19.3K - $22.2K
|
2.35K
$298K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-162- 3.11% |
$19.4K - $22.4K
|
5.05K
$641K
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-163- 0.22% |
$19.5K - $22.5K
|
73.1K
$9.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Matrix Trust CO
|
SELL
|
- |
-164- 2.36% |
$19.7K - $22.6K
|
6.78K
$861K
|
|
|
Feb 07, 2024
Q4 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-166- 1.71% |
$19.9K - $22.9K
|
9.52K
$1.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-168- 0.48% |
$20.1K - $23.2K
|
35K
$4.44M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-169- 6.85% |
$20.3K - $23.3K
|
2.3K
$292K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-170- 1.72% |
$20.4K - $23.5K
|
9.72K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-170- 19.34% |
$20.4K - $23.5K
|
709
$90K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-175- 8.47% |
$21K - $24.2K
|
1.89K
$240K
|
|
|
Feb 12, 2024
Q4 2023
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-176- 5.12% |
$21.1K - $24.3K
|
3.26K
$414K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-176- 15.25% |
$21.1K - $24.3K
|
978
$124K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-178- 1.1% |
$21.3K - $24.6K
|
16K
$2.04M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-178- 22.42% |
$21.3K - $24.6K
|
616
$78.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-179- 3.04% |
$21.5K - $24.7K
|
5.71K
$725K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-185- 18.41% |
$22.2K - $25.5K
|
820
$104K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-190- 8.83% |
$22.8K - $26.2K
|
1.96K
$249K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-200- 69.44% |
$24K - $27.6K
|
88
$11.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-200- 4.14% |
$24K - $27.6K
|
4.63K
$588K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-200- 1.99% |
$24K - $27.6K
|
9.86K
$1.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-200- 4.43% |
$24K - $27.6K
|
4.32K
$548K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-208- 9.62% |
$24.9K - $28.7K
|
1.95K
$248K
|
|
|
Feb 09, 2024
Q4 2023
|
X Square Capital, LLC
|
SELL
|
- |
-213- 1.82% |
$25.5K - $29.4K
|
11.5K
$1.46M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-214- 6.94% |
$25.7K - $29.6K
|
2.87K
$364K
|
|
|
Jan 18, 2024
Q4 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-215- 2.82% |
$25.8K - $29.7K
|
7.4K
$939K
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
SELL
|
- |
-215- 2.65% |
$25.8K - $29.7K
|
7.91K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-218- 8.77% |
$26.1K - $30.1K
|
2.27K
$288K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-229- 0.55% |
$27.5K - $31.6K
|
41.6K
$5.28M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-230- 1.68% |
$27.6K - $31.8K
|
13.5K
$1.71M
|
|
|
Jan 16, 2024
Q4 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-233- 0.48% |
$27.9K - $32.2K
|
47.9K
$6.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-235- 4.02% |
$28.2K - $32.5K
|
5.61K
$713K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-237- 1.73% |
$28.4K - $32.7K
|
13.5K
$1.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-237- 4.0% |
$28.4K - $32.7K
|
5.7K
$723K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-238- 7.81% |
$28.5K - $32.9K
|
2.81K
$357K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-239- 61.6% |
$28.7K - $33K
|
149
$18.9K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-248- 2.16% |
$29.7K - $34.2K
|
11.2K
$1.42M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-253- 29.32% |
$30.3K - $34.9K
|
610
$77.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-256- 0.66% |
$30.7K - $35.4K
|
38.4K
$4.87M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-257- 11.12% |
$30.8K - $35.5K
|
2.05K
$261K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-261- 1.64% |
$31.3K - $36K
|
15.7K
$1.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-263- 0.63% |
$31.5K - $36.3K
|
41.2K
$5.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-264- 1.91% |
$31.7K - $36.5K
|
13.6K
$1.72M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-265- 1.51% |
$31.8K - $36.6K
|
17.3K
$2.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-267- 11.99% |
$32K - $36.9K
|
1.96K
$249K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-270- 2.24% |
$32.4K - $37.3K
|
11.8K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-271- 95.76% |
$32.5K - $37.4K
|
12
$1.52K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-272- 39.02% |
$32.6K - $37.6K
|
425
$53.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-273- 10.47% |
$32.7K - $37.7K
|
2.33K
$296K
|