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 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-171- 5.69% |
$20.3K - $24.6K
|
2.83K
$383K
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-176- 2.97% |
$20.9K - $25.3K
|
5.75K
$778K
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-177- 2.82% |
$21K - $25.5K
|
6.11K
$826K
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-179- 3.31% |
$21.2K - $25.8K
|
5.23K
$708K
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-179- 6.53% |
$21.2K - $25.8K
|
2.56K
$347K
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-180- 2.39% |
$21.3K - $25.9K
|
7.34K
$993K
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-182- 1.56% |
$21.6K - $26.2K
|
11.5K
$1.55M
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-183- 4.16% |
$21.7K - $26.4K
|
4.22K
$571K
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-185- 11.36% |
$21.9K - $26.6K
|
1.44K
$195K
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-187- 32.69% |
$22.2K - $26.9K
|
385
$52.1K
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-190- 3.62% |
$22.5K - $27.4K
|
5.06K
$685K
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-192- 10.33% |
$22.8K - $27.7K
|
1.67K
$226K
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-195- 5.12% |
$23.1K - $28.1K
|
3.62K
$489K
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-200- 5.52% |
$23.7K - $28.8K
|
3.42K
$463K
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-200- 10.34% |
$23.7K - $28.8K
|
1.73K
$235K
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-204- 1.94% |
$24.2K - $29.4K
|
10.3K
$1.4M
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-205- 5.56% |
$24.3K - $29.5K
|
3.48K
$471K
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-205- 14.03% |
$24.3K - $29.5K
|
1.26K
$170K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-205- 5.98% |
$24.3K - $29.5K
|
3.23K
$436K
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-206- 4.91% |
$24.4K - $29.7K
|
3.99K
$539K
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-214- 4.64% |
$25.4K - $30.8K
|
4.4K
$595K
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-215- 43.43% |
$25.5K - $31K
|
280
$37.9K
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-218- 10.94% |
$25.9K - $31.4K
|
1.77K
$240K
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-222- 3.66% |
$26.3K - $32K
|
5.84K
$790K
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-227- 82.25% |
$26.9K - $32.7K
|
49
$6.63K
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
SELL
|
- |
-231- 8.26% |
$27.4K - $33.3K
|
2.56K
$347K
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-236- 2.89% |
$28K - $34K
|
7.93K
$1.07M
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-239- 6.94% |
$28.3K - $34.4K
|
3.2K
$434K
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-241- 3.82% |
$28.6K - $34.7K
|
6.06K
$820K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-242- 0.95% |
$28.7K - $34.9K
|
25.3K
$3.42M
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-248- 7.32% |
$29.4K - $35.7K
|
3.14K
$425K
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-249- 5.97% |
$29.5K - $35.9K
|
3.92K
$530K
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-250- 7.41% |
$29.6K - $36K
|
3.13K
$423K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-253- 0.19% |
$30K - $36.4K
|
132K
$17.9M
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-255- 40.73% |
$30.2K - $36.7K
|
371
$50.2K
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-255- 1.89% |
$30.2K - $36.7K
|
13.3K
$1.8M
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-265- 15.11% |
$31.4K - $38.2K
|
1.49K
$201K
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-266- 5.33% |
$31.5K - $38.3K
|
4.73K
$640K
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-269- 3.97% |
$31.9K - $38.7K
|
6.51K
$881K
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-270- 50.0% |
$32K - $38.9K
|
270
$36.5K
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-270- 5.96% |
$32K - $38.9K
|
4.26K
$577K
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-274- 12.09% |
$32.5K - $39.5K
|
1.99K
$270K
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-275- 2.38% |
$32.6K - $39.6K
|
11.3K
$1.52M
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-277- 0.88% |
$32.8K - $39.9K
|
31.2K
$4.23M
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-279- 5.89% |
$33.1K - $40.2K
|
4.46K
$603K
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-279- 1.9% |
$33.1K - $40.2K
|
14.4K
$1.95M
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-280- 5.72% |
$33.2K - $40.3K
|
4.62K
$625K
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-283- 14.2% |
$33.6K - $40.8K
|
1.71K
$231K
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-284- 13.31% |
$33.7K - $40.9K
|
1.85K
$250K
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-285- 8.68% |
$33.8K - $41K
|
3K
$406K
|