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 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.72K+ 314.31% |
$566K - $652K
|
6.22K
$818K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.7KNew |
$564K - $649K
|
4.7K
$618K
|
|
|
Feb 14, 2024
Q4 2023
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
4.69K+ 159.84% |
$562K - $647K
|
7.62K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
4.53KNew |
$543K - $626K
|
4.53K
$596K
|
|
|
Feb 13, 2024
Q4 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
4.49KNew |
$539K - $620K
|
4.49K
$591K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
4.48KNew |
$538K - $619K
|
4.48K
$590K
|
|
|
Feb 06, 2024
Q4 2023
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
4.43KNew |
$531K - $612K
|
4.43K
$583K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.41K+ 10.54% |
$529K - $610K
|
46.3K
$6.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
4.4KNew |
$528K - $607K
|
4.4K
$579K
|
|
|
Feb 06, 2024
Q4 2023
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
4.4KNew |
$527K - $607K
|
4.4K
$578K
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
4.36KNew |
$523K - $602K
|
4.36K
$573K
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
4.36K+ 2.11% |
$522K - $601K
|
211K
$27.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.28KNew |
$513K - $591K
|
4.28K
$563K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4.21K+ 72.23% |
$505K - $581K
|
10K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
4.2KNew |
$503K - $579K
|
4.2K
$552K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
4.18K+ 103.8% |
$502K - $577K
|
8.21K
$1.08M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.12KNew |
$494K - $569K
|
4.12K
$542K
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
BUY
|
- |
4.06KNew |
$487K - $561K
|
4.06K
$534K
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
3.99K+ 41.31% |
$479K - $551K
|
13.7K
$1.8M
|
|
|
Apr 11, 2024
Q4 2023
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
3.99KNew |
$478K - $551K
|
3.99K
$525K
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
3.87K+ 3.29% |
$464K - $535K
|
121K
$16M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
3.84K+ 120.78% |
$461K - $531K
|
7.02K
$924K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.76K+ 1.18% |
$451K - $519K
|
322K
$42.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.74K+ 9.41% |
$448K - $516K
|
43.5K
$5.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.71KNew |
$444K - $512K
|
3.71K
$487K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.62K+ 187.99% |
$434K - $499K
|
5.54K
$729K
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
3.6KNew |
$432K - $497K
|
3.6K
$474K
|
|
|
Feb 14, 2024
Q4 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
3.57KNew |
$428K - $493K
|
3.57K
$470K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.57K+ 93.62% |
$428K - $492K
|
7.37K
$970K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.56K+ 34.08% |
$427K - $492K
|
14K
$1.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
3.55K+ 5.0% |
$426K - $490K
|
74.6K
$9.8M
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
3.48KNew |
$418K - $481K
|
3.48K
$458K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.45K+ 2.04% |
$414K - $476K
|
173K
$22.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
3.42K+ 5.83% |
$410K - $472K
|
62K
$8.16M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3.42KNew |
$410K - $472K
|
3.42K
$450K
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
3.4KNew |
$408K - $470K
|
3.4K
$448K
|
|
|
Jan 19, 2024
Q4 2023
|
Denali Advisors LLC
|
BUY
|
- |
3.4KNew |
$408K - $470K
|
3.4K
$447K
|
|
|
Jan 26, 2024
Q4 2023
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
3.31KNew |
$396K - $457K
|
3.31K
$435K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
3.29KNew |
$394K - $454K
|
3.29K
$432K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.28K+ 213.49% |
$393K - $453K
|
4.81K
$633K
|
|
|
Feb 14, 2024
Q4 2023
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
3.2KNew |
$384K - $442K
|
3.2K
$421K
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
3.2K+ 86.1% |
$383K - $441K
|
6.91K
$908K
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
3.13KNew |
$376K - $432K
|
3.13K
$412K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.08K+ 10.99% |
$369K - $425K
|
31.1K
$4.09M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.06KNew |
$367K - $423K
|
3.06K
$403K
|
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
3.02KNew |
$362K - $416K
|
3.02K
$397K
|
|
|
Feb 14, 2024
Q4 2023
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
2.98K+ 8.38% |
$357K - $411K
|
38.5K
$5.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
2.96KNew |
$355K - $409K
|
2.96K
$390K
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
BUY
|
- |
2.92K+ 5.69% |
$350K - $403K
|
54.2K
$7.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
2.9KNew |
$348K - $401K
|
2.9K
$382K
|