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 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
34+ 2.62% |
$4.03K - $4.9K
|
1.33K
$178K
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
33+ 0.97% |
$3.91K - $4.75K
|
3.43K
$457K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
32+ 2.36% |
$3.79K - $4.61K
|
1.39K
$185K
|
|
|
Aug 08, 2025
Q4 2024
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
31New |
$3.68K - $4.46K
|
31
$4.13K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
28+ 8.51% |
$3.32K - $4.03K
|
357
$47.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
27+ 0.59% |
$3.2K - $3.89K
|
4.62K
$616K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
26+ 16.77% |
$3.08K - $3.74K
|
181
$24.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
25+ 16.13% |
$2.96K - $3.6K
|
180
$24K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
25New |
$2.96K - $3.6K
|
25
$3.33K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
24+ 0.78% |
$2.85K - $3.46K
|
3.08K
$411K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
22+ 7.72% |
$2.61K - $3.17K
|
307
$40.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
22+ 0.13% |
$2.61K - $3.17K
|
16.9K
$2.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
22+ 1.24% |
$2.61K - $3.17K
|
1.8K
$240K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
21+ 1.35% |
$2.49K - $3.02K
|
1.58K
$211K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
21New |
$2.49K - $3.02K
|
21
$2.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
21+ 0.56% |
$2.49K - $3.02K
|
3.8K
$507K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
21+ 0.53% |
$2.49K - $3.02K
|
3.99K
$532K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
21+ 2100.0% |
$2.49K - $3.02K
|
22
$2.93K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
21+ 0.54% |
$2.49K - $3.02K
|
3.91K
$522K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
21New |
$2.49K - $3.02K
|
21
$2.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
20New |
$2.37K - $2.88K
|
20
$2.67K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
20+ 1.03% |
$2.37K - $2.88K
|
1.95K
$261K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
20New |
$2.37K - $2.88K
|
20
$2.67K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
19+ 1.24% |
$2.25K - $2.74K
|
1.55K
$206K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
19+ 2.49% |
$2.25K - $2.74K
|
781
$104K
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
18+ 0.81% |
$2.13K - $2.59K
|
2.24K
$298K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
18New |
$2.13K - $2.59K
|
18
$2.4K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
18+ 0.71% |
$2.13K - $2.59K
|
2.55K
$340K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
17+ 0.87% |
$2.02K - $2.45K
|
1.96K
$262K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
15+ 0.94% |
$1.78K - $2.16K
|
1.62K
$216K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
15+ 0.45% |
$1.78K - $2.16K
|
3.32K
$442K
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
15+ 0.91% |
$1.78K - $2.16K
|
1.67K
$223K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
15+ 4.52% |
$1.78K - $2.16K
|
347
$46.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
13New |
$1.54K - $1.87K
|
13
$1.73K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
12New |
$1.42K - $1.73K
|
12
$1.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
12+ 0.42% |
$1.42K - $1.73K
|
2.85K
$381K
|
|
|
Feb 13, 2025
Q4 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
11+ 0.1% |
$1.3K - $1.58K
|
11.1K
$1.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
10+ 17.54% |
$1.19K - $1.44K
|
67
$8.94K
|
|
|
Feb 14, 2025
Q4 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
10+ 0.5% |
$1.19K - $1.44K
|
2K
$267K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
9+ 4.84% |
$1.07K - $1.3K
|
195
$26K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
9+ 0.83% |
$1.07K - $1.3K
|
1.09K
$146K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
9+ 26.47% |
$1.07K - $1.3K
|
43
$5.74K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
9New |
$1.07K - $1.3K
|
9
$1.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
9+ 1.98% |
$1.07K - $1.3K
|
463
$61.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
9New |
$1.07K - $1.3K
|
9
$1.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
8+ 3.51% |
$949 - $1.15K
|
236
$31.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
7+ 0.39% |
$830 - $1.01K
|
1.81K
$241K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
7+ 0.18% |
$830 - $1.01K
|
3.99K
$532K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
7New |
$830 - $1.01K
|
7
$934
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
7New |
$830 - $1.01K
|
7
$934
|