Purchases and Sales Made in Q4 2024 in Valero Energy Corp (VLO)
This table provides information about the institutional ownership of Valero Energy Corp (VLO) during Q4 2024. 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 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
309+ 0.78% |
$36.6K - $44.5K
|
40K
$5.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
304+ 7.55% |
$36.1K - $43.8K
|
4.33K
$556K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
302+ 5.09% |
$35.8K - $43.5K
|
6.24K
$800K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
299+ 3.75% |
$35.5K - $43.1K
|
8.27K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
297New |
$35.2K - $42.8K
|
297
$38.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
289+ 18.6% |
$34.3K - $41.6K
|
1.84K
$236K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
286+ 8.48% |
$33.9K - $41.2K
|
3.66K
$470K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
285+ 4.7% |
$33.8K - $41K
|
6.35K
$815K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
281+ 11.99% |
$33.3K - $40.5K
|
2.62K
$337K
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
266+ 7.63% |
$31.5K - $38.3K
|
3.75K
$481K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
265+ 1.54% |
$31.4K - $38.2K
|
17.5K
$2.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
264+ 0.22% |
$31.3K - $38K
|
122K
$15.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
263+ 76.68% |
$31.2K - $37.9K
|
606
$77.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
257+ 3.22% |
$30.5K - $37K
|
8.24K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
256+ 16.89% |
$30.4K - $36.9K
|
1.77K
$227K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
255+ 2.27% |
$30.2K - $36.7K
|
11.5K
$1.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
BUY
|
- |
242New |
$28.7K - $34.9K
|
242
$31K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
233+ 18.09% |
$27.6K - $33.6K
|
1.52K
$195K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
227+ 8.71% |
$26.9K - $32.7K
|
2.83K
$364K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
219New |
$26K - $31.5K
|
219
$28.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
210+ 3.45% |
$24.9K - $30.2K
|
6.3K
$808K
|
|
|
Feb 14, 2025
Q4 2024
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
209+ 0.9% |
$24.8K - $30.1K
|
23.4K
$3.01M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
207New |
$24.5K - $29.8K
|
207
$26.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
206+ 4.37% |
$24.4K - $29.7K
|
4.92K
$631K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
203+ 1.1% |
$24.1K - $29.2K
|
18.7K
$2.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
201+ 5.54% |
$23.8K - $28.9K
|
3.83K
$491K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
201+ 1.41% |
$23.8K - $28.9K
|
14.5K
$1.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
200+ 4.9% |
$23.7K - $28.8K
|
4.28K
$550K
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
200+ 24.54% |
$23.7K - $28.8K
|
1.02K
$130K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
192+ 96.0% |
$22.8K - $27.7K
|
392
$50.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
192+ 8.45% |
$22.8K - $27.7K
|
2.46K
$316K
|
|
|
Feb 11, 2025
Q4 2024
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
192+ 1.24% |
$22.8K - $27.7K
|
15.7K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
189+ 2.44% |
$22.4K - $27.2K
|
7.95K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
184+ 0.25% |
$21.8K - $26.5K
|
73.3K
$9.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
183+ 122.0% |
$21.7K - $26.4K
|
333
$42.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
179+ 3.45% |
$21.2K - $25.8K
|
5.36K
$688K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
179+ 9.31% |
$21.2K - $25.8K
|
2.1K
$270K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
177+ 10.14% |
$21K - $25.5K
|
1.92K
$247K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
176+ 6.25% |
$20.9K - $25.3K
|
2.99K
$384K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
173+ 9.58% |
$20.5K - $24.9K
|
1.98K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
172+ 1.05% |
$20.4K - $24.8K
|
16.5K
$2.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
171+ 5.01% |
$20.3K - $24.6K
|
3.59K
$460K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
168+ 1.67% |
$19.9K - $24.2K
|
10.2K
$1.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
167+ 1.38% |
$19.8K - $24.1K
|
12.3K
$1.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
164+ 2.94% |
$19.4K - $23.6K
|
5.73K
$736K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
164+ 2.05% |
$19.4K - $23.6K
|
8.16K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
162+ 3.17% |
$19.2K - $23.3K
|
5.28K
$677K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
155+ 0.15% |
$18.4K - $22.3K
|
103K
$13.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
155+ 9.32% |
$18.4K - $22.3K
|
1.82K
$233K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
152+ 6.63% |
$18K - $21.9K
|
2.44K
$314K
|