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 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
81+ 1.66% |
$9.61K - $11.7K
|
4.95K
$635K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
78+ 1.84% |
$9.25K - $11.2K
|
4.32K
$555K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
77New |
$9.13K - $11.1K
|
77
$9.88K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
74+ 0.57% |
$8.78K - $10.7K
|
13.1K
$1.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
71New |
$8.42K - $10.2K
|
71
$9.11K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
71+ 12.68% |
$8.42K - $10.2K
|
631
$81K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
69+ 3.78% |
$8.18K - $9.94K
|
1.9K
$243K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
65New |
$7.71K - $9.36K
|
65
$8.34K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
63+ 1.49% |
$7.47K - $9.07K
|
4.3K
$551K
|
|
|
Feb 14, 2025
Q4 2024
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
62+ 0.59% |
$7.35K - $8.93K
|
10.6K
$1.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
61+ 2.69% |
$7.23K - $8.79K
|
2.33K
$299K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
61+ 2.41% |
$7.23K - $8.79K
|
2.59K
$333K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
61+ 2.69% |
$7.23K - $8.79K
|
2.33K
$299K
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
60New |
$7.12K - $8.64K
|
60
$7.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
60New |
$7.12K - $8.64K
|
60
$7.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
57New |
$6.76K - $8.21K
|
57
$7.31K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
56+ 2.26% |
$6.64K - $8.07K
|
2.53K
$325K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
56+ 32.37% |
$6.64K - $8.07K
|
229
$29.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
54+ 0.91% |
$6.4K - $7.78K
|
5.99K
$769K
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
52+ 0.52% |
$6.17K - $7.49K
|
10K
$1.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
51+ 0.23% |
$6.05K - $7.35K
|
22.2K
$2.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
51+ 24.64% |
$6.05K - $7.35K
|
258
$33.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
51+ 24.76% |
$6.05K - $7.35K
|
257
$33K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
50+ 2.41% |
$5.93K - $7.2K
|
2.13K
$273K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
50+ 1.17% |
$5.93K - $7.2K
|
4.34K
$556K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
50+ 3.07% |
$5.93K - $7.2K
|
1.68K
$215K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
49+ 1.41% |
$5.81K - $7.06K
|
3.51K
$451K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
49+ 4.01% |
$5.81K - $7.06K
|
1.27K
$163K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
48+ 9.21% |
$5.69K - $6.91K
|
569
$73K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
45+ 63.38% |
$5.34K - $6.48K
|
116
$14.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
44+ 0.49% |
$5.22K - $6.34K
|
8.98K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
43+ 0.64% |
$5.1K - $6.19K
|
6.72K
$862K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
42+ 0.18% |
$4.98K - $6.05K
|
23K
$2.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
40+ 1.77% |
$4.74K - $5.76K
|
2.3K
$296K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
40+ 1.54% |
$4.74K - $5.76K
|
2.64K
$338K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
38+ 0.52% |
$4.51K - $5.47K
|
7.39K
$949K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
37+ 0.26% |
$4.39K - $5.33K
|
14.2K
$1.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
36+ 1.06% |
$4.27K - $5.18K
|
3.44K
$441K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
36+ 33.33% |
$4.27K - $5.18K
|
144
$18.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
36+ 2.06% |
$4.27K - $5.18K
|
1.78K
$229K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
35+ 0.45% |
$4.15K - $5.04K
|
7.89K
$1.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
34New |
$4.03K - $4.9K
|
34
$4.36K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
34+ 2.62% |
$4.03K - $4.9K
|
1.33K
$171K
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
33+ 0.97% |
$3.91K - $4.75K
|
3.43K
$440K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
32+ 2.36% |
$3.79K - $4.61K
|
1.39K
$178K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
28+ 8.51% |
$3.32K - $4.03K
|
357
$45.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
27+ 0.59% |
$3.2K - $3.89K
|
4.62K
$592K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
26+ 16.77% |
$3.08K - $3.74K
|
181
$23.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
25+ 16.13% |
$2.96K - $3.6K
|
180
$23.1K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
25New |
$2.96K - $3.6K
|
25
$3.21K
|