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 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.08K+ 41.29% |
$129K - $149K
|
3.69K
$520K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.08K+ 15.34% |
$129K - $149K
|
8.1K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.07K+ 17.64% |
$129K - $148K
|
7.15K
$1.01M
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.07K+ 15.92% |
$128K - $147K
|
7.76K
$1.09M
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
BUY
|
- |
1.06K+ 8.44% |
$127K - $146K
|
13.6K
$1.92M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1.02K+ 3.88% |
$122K - $141K
|
27.2K
$3.84M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.01KNew |
$122K - $140K
|
1.01K
$143K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
1K+ 18.48% |
$120K - $138K
|
6.42K
$906K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1KNew |
$120K - $138K
|
1K
$141K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
996+ 120.73% |
$119K - $138K
|
1.82K
$257K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
996+ 120.73% |
$119K - $138K
|
1.82K
$257K
|
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
990+ 0.68% |
$119K - $137K
|
146K
$20.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
987+ 9.98% |
$118K - $136K
|
10.9K
$1.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
962+ 0.46% |
$115K - $133K
|
211K
$29.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
953+ 2.28% |
$114K - $132K
|
42.8K
$6.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
947+ 14.17% |
$114K - $131K
|
7.63K
$1.08M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
940+ 18.7% |
$113K - $130K
|
5.97K
$842K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
934+ 4.89% |
$112K - $129K
|
20.1K
$2.83M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
930+ 19.97% |
$112K - $128K
|
5.59K
$788K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
923+ 0.51% |
$111K - $127K
|
181K
$25.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
911+ 26.9% |
$109K - $126K
|
4.3K
$606K
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
909+ 17.16% |
$109K - $126K
|
6.21K
$875K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
873New |
$105K - $121K
|
873
$123K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
BUY
|
- |
862+ 3.93% |
$103K - $119K
|
22.8K
$3.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
861New |
$103K - $119K
|
861
$121K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
853+ 15.1% |
$102K - $118K
|
6.5K
$917K
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
BUY
|
- |
831+ 2.52% |
$99.7K - $115K
|
33.8K
$4.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
816+ 22.85% |
$97.9K - $113K
|
4.39K
$619K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
800New |
$95.9K - $110K
|
800
$113K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
800+ 15.11% |
$95.9K - $110K
|
6.09K
$859K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
799New |
$95.8K - $110K
|
799
$113K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
781+ 0.12% |
$93.7K - $108K
|
634K
$89.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
774+ 6.63% |
$92.8K - $107K
|
12.4K
$1.76M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
765+ 10.36% |
$91.7K - $106K
|
8.15K
$1.15M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
752+ 6.09% |
$90.2K - $104K
|
13.1K
$1.85M
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
745New |
$89.3K - $103K
|
745
$105K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
743+ 10.57% |
$89.1K - $103K
|
7.77K
$1.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
727+ 42.64% |
$87.2K - $100K
|
2.43K
$343K
|
|
|
Jan 05, 2024
Q4 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
722+ 3.15% |
$86.6K - $99.7K
|
23.7K
$3.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
715+ 5.74% |
$85.7K - $98.7K
|
13.2K
$1.86M
|
|
|
Jan 11, 2024
Q4 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
709+ 2.51% |
$85K - $97.9K
|
29K
$4.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
706+ 0.59% |
$84.7K - $97.5K
|
120K
$16.9M
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
702+ 21.83% |
$84.2K - $96.9K
|
3.92K
$553K
|
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
679New |
$81.4K - $93.8K
|
679
$95.8K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
678New |
$81.3K - $93.6K
|
678
$95.6K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
674+ 0.69% |
$80.8K - $93.1K
|
98.5K
$13.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
673+ 0.95% |
$80.7K - $92.9K
|
71.5K
$10.1M
|
|
|
Feb 02, 2024
Q4 2023
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
662+ 1.3% |
$79.4K - $91.4K
|
51.8K
$7.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
650+ 27.28% |
$77.9K - $89.8K
|
3.03K
$428K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
635New |
$76.1K - $87.7K
|
635
$89.6K
|