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 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-5- 0.11% |
$593 - $720
|
4.71K
$628K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
SELL
|
- |
-5- 0.72% |
$593 - $720
|
691
$92.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-5- 0.26% |
$593 - $720
|
1.89K
$252K
|
|
|
Feb 14, 2025
Q4 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-5- 0.26% |
$593 - $720
|
1.92K
$255K
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-5- 4.1% |
$593 - $720
|
117
$15.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-6- 12.5% |
$712 - $864
|
42
$5.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6- 0.17% |
$712 - $864
|
3.47K
$463K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-6- 0.23% |
$712 - $864
|
2.64K
$353K
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-6- 0.37% |
$712 - $864
|
1.64K
$218K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-7- 12.5% |
$830 - $1.01K
|
49
$6.54K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-7- 0.17% |
$830 - $1.01K
|
4.15K
$554K
|
|
|
Jan 16, 2025
Q4 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-8- 0.25% |
$949 - $1.15K
|
3.15K
$420K
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-10- 0.27% |
$1.19K - $1.44K
|
3.72K
$496K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-11- 0.47% |
$1.3K - $1.58K
|
2.32K
$309K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-11- 0.06% |
$1.3K - $1.58K
|
19.2K
$2.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-12- 0.38% |
$1.42K - $1.73K
|
3.19K
$425K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-14- 27.45% |
$1.66K - $2.02K
|
37
$4.94K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-15- 26.79% |
$1.78K - $2.16K
|
41
$5.47K
|
|
|
Feb 07, 2025
Q4 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-15- 4.53% |
$1.78K - $2.16K
|
316
$42.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-17- 0.52% |
$2.02K - $2.45K
|
3.28K
$437K
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-18- 0.56% |
$2.13K - $2.59K
|
3.2K
$427K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-22- 6.59% |
$2.61K - $3.17K
|
312
$41.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-23- 50.0% |
$2.73K - $3.31K
|
23
$3.07K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-24- 1.36% |
$2.85K - $3.46K
|
1.74K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-24- 0.82% |
$2.85K - $3.46K
|
2.9K
$387K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-25- 0.55% |
$2.96K - $3.6K
|
4.53K
$604K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-25- 1.47% |
$2.96K - $3.6K
|
1.67K
$223K
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-27- 0.13% |
$3.2K - $3.89K
|
20.9K
$2.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-28- 0.81% |
$3.32K - $4.03K
|
3.41K
$455K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-29- 19.33% |
$3.44K - $4.18K
|
121
$16.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-30- 1.13% |
$3.56K - $4.32K
|
2.62K
$349K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-32- 0.42% |
$3.79K - $4.61K
|
7.54K
$1.01M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-33- 20.75% |
$3.91K - $4.75K
|
126
$16.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-33- 1.97% |
$3.91K - $4.75K
|
1.64K
$219K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-33- 10.19% |
$3.91K - $4.75K
|
291
$38.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-35- 0.39% |
$4.15K - $5.04K
|
8.96K
$1.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-35- 0.32% |
$4.15K - $5.04K
|
10.8K
$1.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-35- 0.22% |
$4.15K - $5.04K
|
16.2K
$2.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-36- 6.34% |
$4.27K - $5.18K
|
532
$71K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-37- 0.97% |
$4.39K - $5.33K
|
3.79K
$506K
|
|
|
Jan 31, 2025
Q4 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-37- 0.54% |
$4.39K - $5.33K
|
6.87K
$916K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-38- 3.91% |
$4.51K - $5.47K
|
933
$124K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-40- 1.28% |
$4.74K - $5.76K
|
3.08K
$411K
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-40- 0.5% |
$4.74K - $5.76K
|
7.9K
$1.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-40- 1.33% |
$4.74K - $5.76K
|
2.98K
$397K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-42- 15.67% |
$4.98K - $6.05K
|
226
$30.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-43- 31.85% |
$5.1K - $6.19K
|
92
$12.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-44- 0.18% |
$5.22K - $6.34K
|
24.2K
$3.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-45- 0.59% |
$5.34K - $6.48K
|
7.61K
$1.02M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-46- 5.48% |
$5.46K - $6.62K
|
794
$106K
|