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 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.76K+ 15.95% |
$211K - $243K
|
12.8K
$1.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
1.74K+ 17.15% |
$208K - $240K
|
11.9K
$1.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.74KNew |
$208K - $240K
|
1.74K
$214K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.73K+ 174.35% |
$208K - $239K
|
2.73K
$336K
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
BUY
|
- |
1.73KNew |
$208K - $239K
|
1.73K
$213K
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.73KNew |
$207K - $239K
|
1.73K
$213K
|
|
|
Feb 12, 2024
Q4 2023
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
1.73K+ 15.12% |
$207K - $238K
|
13.1K
$1.62M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.72KNew |
$206K - $237K
|
1.72K
$212K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
1.71KNew |
$205K - $236K
|
1.71K
$211K
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.7KNew |
$204K - $235K
|
1.7K
$210K
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
1.7KNew |
$203K - $234K
|
1.7K
$209K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
1.66KNew |
$199K - $229K
|
1.66K
$204K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.65K+ 21.43% |
$198K - $227K
|
9.33K
$1.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.64KNew |
$197K - $227K
|
1.64K
$202K
|
|
|
Jan 25, 2024
Q4 2023
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
1.64K+ 2.46% |
$196K - $226K
|
68.1K
$8.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
1.62KNew |
$194K - $224K
|
1.62K
$200K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.62KNew |
$194K - $223K
|
1.62K
$199K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.61K+ 78.12% |
$194K - $223K
|
3.68K
$453K
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.61KNew |
$193K - $222K
|
1.61K
$198K
|
|
|
Feb 09, 2024
Q4 2023
|
Aviva PLC
|
BUY
|
- |
1.6K+ 1.1% |
$192K - $221K
|
147K
$18.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.57K+ 0.39% |
$189K - $217K
|
400K
$49.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
1.57KNew |
$188K - $217K
|
1.57K
$193K
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.57K+ 34.73% |
$188K - $217K
|
6.09K
$750K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.55K+ 47.46% |
$186K - $214K
|
4.82K
$593K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.54K+ 9.25% |
$185K - $213K
|
18.2K
$2.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.51K+ 9.36% |
$181K - $208K
|
17.6K
$2.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.51K+ 178.01% |
$181K - $208K
|
2.35K
$290K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.5K+ 4.48% |
$180K - $207K
|
34.9K
$4.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.49K+ 7.7% |
$179K - $206K
|
20.9K
$2.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.49K+ 3.33% |
$179K - $206K
|
46.3K
$5.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
1.47K+ 39.7% |
$176K - $203K
|
5.17K
$637K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.47K+ 18.83% |
$176K - $203K
|
9.26K
$1.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
1.43K+ 11.61% |
$172K - $198K
|
13.8K
$1.69M
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.43K+ 3.86% |
$171K - $197K
|
38.4K
$4.73M
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.41K+ 46.3% |
$169K - $195K
|
4.46K
$549K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.4K+ 4.61% |
$167K - $193K
|
31.7K
$3.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.32K+ 20.89% |
$158K - $182K
|
7.63K
$939K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
1.27KNew |
$152K - $175K
|
1.27K
$156K
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.25K+ 44.66% |
$150K - $173K
|
4.06K
$500K
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
BUY
|
- |
1.25K+ 7.62% |
$150K - $173K
|
17.6K
$2.17M
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
1.25K+ 3.78% |
$150K - $173K
|
34.3K
$4.23M
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
1.25K+ 0.33% |
$150K - $172K
|
383K
$47.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.22K+ 10.43% |
$147K - $169K
|
13K
$1.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.19KNew |
$143K - $164K
|
1.19K
$147K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.13K+ 1.42% |
$136K - $157K
|
80.8K
$9.95M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.13K+ 27.37% |
$136K - $156K
|
5.26K
$648K
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
1.12K+ 2.12% |
$134K - $155K
|
53.8K
$6.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.11K+ 65.34% |
$134K - $154K
|
2.82K
$347K
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
1.09K+ 29.02% |
$130K - $150K
|
4.83K
$595K
|
|
|
Jan 18, 2024
Q4 2023
|
Wilsey Asset Management Inc
|
BUY
|
- |
1.08K+ 0.49% |
$129K - $149K
|
222K
$27.3M
|