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 08, 2024
Q4 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
2.9KNew |
$347K - $400K
|
2.9K
$357K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
2.82K+ 477.03% |
$339K - $390K
|
3.42K
$421K
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
2.81KNew |
$337K - $388K
|
2.81K
$346K
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.77KNew |
$332K - $382K
|
2.77K
$341K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
2.74K+ 22.92% |
$329K - $379K
|
14.7K
$1.81M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.67K+ 27.16% |
$321K - $369K
|
12.5K
$1.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
2.66KNew |
$319K - $367K
|
2.66K
$328K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.63K+ 31.25% |
$316K - $364K
|
11.1K
$1.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
2.58K+ 25.76% |
$309K - $356K
|
12.6K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.55KNew |
$305K - $352K
|
2.55K
$314K
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
2.53K+ 49.72% |
$303K - $349K
|
7.62K
$938K
|
|
|
Feb 07, 2024
Q4 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
2.5K+ 139.11% |
$300K - $346K
|
4.3K
$530K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.5K+ 21.59% |
$300K - $345K
|
14.1K
$1.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.45KNew |
$294K - $338K
|
2.45K
$302K
|
|
|
May 15, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
2.45KNew |
$293K - $338K
|
2.45K
$301K
|
|
|
Jan 19, 2024
Q4 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
2.44K+ 57.25% |
$292K - $337K
|
6.69K
$824K
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.44K+ 25.94% |
$292K - $336K
|
11.8K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
2.38K+ 0.44% |
$286K - $329K
|
538K
$66.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2.38KNew |
$285K - $328K
|
2.38K
$292K
|
|
|
Feb 14, 2024
Q4 2023
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
2.38K+ 154.72% |
$285K - $328K
|
3.91K
$482K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2.33KNew |
$280K - $322K
|
2.33K
$287K
|
|
|
Jan 22, 2024
Q4 2023
|
Fusion Capital, LLC
|
BUY
|
- |
2.31K+ 6.27% |
$277K - $319K
|
39.1K
$4.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.29KNew |
$274K - $316K
|
2.29K
$282K
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
2.19K+ 8.94% |
$263K - $303K
|
26.7K
$3.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
2.15K+ 31.46% |
$258K - $297K
|
8.98K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.13K+ 8.08% |
$255K - $294K
|
28.4K
$3.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
2.12KNew |
$255K - $293K
|
2.12K
$261K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.12K+ 4.85% |
$254K - $293K
|
45.9K
$5.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
2.06KNew |
$246K - $284K
|
2.06K
$253K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
2.05K+ 5.85% |
$246K - $284K
|
37.2K
$4.58M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
2.03KNew |
$244K - $281K
|
2.03K
$250K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
2.03K+ 16.64% |
$244K - $280K
|
14.2K
$1.75M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
2.01K+ 106.52% |
$241K - $278K
|
3.9K
$480K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.01KNew |
$241K - $277K
|
2.01K
$247K
|
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
2KNew |
$240K - $276K
|
2K
$246K
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.98KNew |
$238K - $274K
|
1.98K
$244K
|
|
|
Feb 12, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.95KNew |
$233K - $269K
|
1.95K
$240K
|
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.95KNew |
$233K - $269K
|
1.95K
$240K
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
BUY
|
- |
1.94KNew |
$233K - $268K
|
1.94K
$239K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.93K+ 22.84% |
$231K - $266K
|
10.4K
$1.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
1.9K+ 0.85% |
$228K - $263K
|
226K
$27.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.9KNew |
$227K - $262K
|
1.9K
$233K
|
|
|
Feb 14, 2024
Q4 2023
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.89KNew |
$226K - $260K
|
1.89K
$232K
|
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
1.88KNew |
$225K - $259K
|
1.88K
$231K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
1.87KNew |
$224K - $258K
|
1.87K
$230K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.86K+ 4.25% |
$223K - $256K
|
45.6K
$5.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.85KNew |
$221K - $255K
|
1.85K
$227K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.84K+ 21.56% |
$221K - $254K
|
10.4K
$1.28M
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
1.81KNew |
$217K - $250K
|
1.81K
$223K
|
|
|
Feb 06, 2024
Q4 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.8KNew |
$216K - $249K
|
1.8K
$222K
|