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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
152+ 2.45% |
$18K - $21.9K
|
6.36K
$816K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
151+ 6.12% |
$17.9K - $21.7K
|
2.62K
$336K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
150New |
$17.8K - $21.6K
|
150
$19.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
149+ 7.57% |
$17.7K - $21.5K
|
2.12K
$271K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
148+ 2.73% |
$17.6K - $21.3K
|
5.58K
$715K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
148New |
$17.6K - $21.3K
|
148
$19K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
147+ 11.29% |
$17.4K - $21.2K
|
1.45K
$186K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
145+ 7.55% |
$17.2K - $20.9K
|
2.07K
$265K
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
142+ 6.1% |
$16.8K - $20.5K
|
2.47K
$317K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
135+ 7.87% |
$16K - $19.4K
|
1.85K
$237K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
131+ 3.4% |
$15.5K - $18.9K
|
3.98K
$511K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
129New |
$15.3K - $18.6K
|
129
$16.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
126+ 1.35% |
$14.9K - $18.1K
|
9.45K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
122+ 7.37% |
$14.5K - $17.6K
|
1.78K
$228K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
122+ 4.43% |
$14.5K - $17.6K
|
2.88K
$369K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
119New |
$14.1K - $17.1K
|
119
$15.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
117+ 5.85% |
$13.9K - $16.9K
|
2.12K
$272K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
116+ 2.12% |
$13.8K - $16.7K
|
5.58K
$716K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
116+ 4.75% |
$13.8K - $16.7K
|
2.56K
$328K
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
115+ 2.4% |
$13.6K - $16.6K
|
4.9K
$628K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
114+ 1.21% |
$13.5K - $16.4K
|
9.53K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
BUY
|
- |
114+ 0.75% |
$13.5K - $16.4K
|
15.2K
$1.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
113+ 2.38% |
$13.4K - $16.3K
|
4.86K
$623K
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
110+ 0.05% |
$13K - $15.8K
|
230K
$29.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
109New |
$12.9K - $15.7K
|
109
$14K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
107+ 2.82% |
$12.7K - $15.4K
|
3.9K
$500K
|
|
|
Feb 14, 2025
Q4 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
106+ 6.07% |
$12.6K - $15.3K
|
1.85K
$238K
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
103+ 0.91% |
$12.2K - $14.8K
|
11.4K
$1.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
103+ 3.03% |
$12.2K - $14.8K
|
3.51K
$450K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
103+ 5.48% |
$12.2K - $14.8K
|
1.98K
$254K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
102+ 3.65% |
$12.1K - $14.7K
|
2.89K
$371K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
102New |
$12.1K - $14.7K
|
102
$13.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
100+ 4.52% |
$11.9K - $14.4K
|
2.31K
$297K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
100+ 10.79% |
$11.9K - $14.4K
|
1.03K
$132K
|
|
|
Feb 05, 2025
Q4 2024
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
100+ 6.9% |
$11.9K - $14.4K
|
1.55K
$199K
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
100New |
$11.9K - $14.4K
|
100
$12.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
100New |
$11.9K - $14.4K
|
100
$12.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.
Warszawa, R9 |
BUY
|
- |
100New |
$11.9K - $14.4K
|
100
$12.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
100+ 0.61% |
$11.9K - $14.4K
|
16.4K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
100New |
$11.9K - $14.4K
|
100
$12.8K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
100New |
$11.9K - $14.4K
|
100
$12.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
99+ 1.83% |
$11.7K - $14.3K
|
5.5K
$705K
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
99New |
$11.7K - $14.3K
|
99
$12.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
94+ 6.62% |
$11.1K - $13.5K
|
1.51K
$194K
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
94+ 1.07% |
$11.1K - $13.5K
|
8.88K
$1.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
90+ 1.96% |
$10.7K - $13K
|
4.69K
$601K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
84+ 0.23% |
$9.96K - $12.1K
|
36.4K
$4.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
83New |
$9.84K - $12K
|
83
$10.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
83+ 1.66% |
$9.84K - $12K
|
5.07K
$650K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
82New |
$9.72K - $11.8K
|
82
$10.5K
|