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 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
7.01K+ 14.6% |
$832K - $1.01M
|
55K
$7.33M
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
6.8K+ 14.12% |
$806K - $979K
|
55K
$7.31M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.6K+ 18.34% |
$783K - $951K
|
42.6K
$5.67M
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
6.55KNew |
$777K - $943K
|
6.55K
$872K
|
|
Feb 03, 2025
Q4 2024
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
6.11KNew |
$725K - $880K
|
6.11K
$813K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
6.1K+ 6.86% |
$723K - $878K
|
94.9K
$12.6M
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5.81K+ 0.45% |
$689K - $837K
|
1.3M
$173M
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
5.25KNew |
$622K - $756K
|
5.25K
$698K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
5.13K+ 9.21% |
$608K - $738K
|
60.8K
$8.09M
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
5.13KNew |
$608K - $738K
|
5.13K
$682K
|
|
Jan 30, 2025
Q4 2024
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
4.53KNew |
$537K - $653K
|
4.53K
$603K
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
4.4K+ 2.79% |
$521K - $633K
|
162K
$21.6M
|
|
Jan 30, 2025
Q4 2024
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
4.39KNew |
$520K - $632K
|
4.39K
$584K
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
4.37K+ 5.34% |
$518K - $629K
|
86.1K
$11.5M
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
4.28KNew |
$508K - $617K
|
4.28K
$570K
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
3.81KNew |
$451K - $548K
|
3.81K
$507K
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
3.72K+ 221.18% |
$441K - $535K
|
5.4K
$718K
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
3.57KNew |
$424K - $514K
|
3.57K
$475K
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
3.52K+ 34.15% |
$417K - $507K
|
13.8K
$1.84M
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
3.51K+ 4.58% |
$417K - $506K
|
80.2K
$10.7M
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
3.38K+ 5.18% |
$401K - $486K
|
68.6K
$9.13M
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
BUY
|
- |
3.26K+ 3.28% |
$387K - $470K
|
103K
$13.7M
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
3.17KNew |
$376K - $457K
|
3.17K
$422K
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
3.08K+ 5.96% |
$365K - $443K
|
54.7K
$7.28M
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
3.03KNew |
$359K - $436K
|
3.03K
$403K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3K+ 23.02% |
$356K - $433K
|
16.1K
$2.14M
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
2.96K+ 10.75% |
$351K - $427K
|
30.5K
$4.06M
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
2.95KNew |
$349K - $424K
|
2.95K
$392K
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
2.89KNew |
$343K - $417K
|
2.89K
$385K
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
2.78K+ 281.5% |
$330K - $401K
|
3.77K
$502K
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
2.73K+ 32.02% |
$324K - $393K
|
11.3K
$1.5M
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
2.66K+ 20.72% |
$316K - $384K
|
15.5K
$2.07M
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.6KNew |
$309K - $375K
|
2.6K
$347K
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
2.51K+ 1.13% |
$298K - $362K
|
225K
$29.9M
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2.51K+ 23.79% |
$297K - $361K
|
13.1K
$1.74M
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
2.38KNew |
$282K - $343K
|
2.38K
$317K
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
2.26KNew |
$268K - $326K
|
2.26K
$301K
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.24KNew |
$265K - $322K
|
2.24K
$298K
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
2.17KNew |
$257K - $313K
|
2.17K
$289K
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.12K+ 5.35% |
$252K - $306K
|
41.8K
$5.57M
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.08K+ 38.93% |
$247K - $300K
|
7.43K
$989K
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
2.02KNew |
$239K - $290K
|
2.02K
$268K
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
2K+ 30.29% |
$237K - $288K
|
8.6K
$1.14M
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
1.94K+ 6.49% |
$230K - $279K
|
31.8K
$4.23M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.92K+ 64.89% |
$228K - $277K
|
4.88K
$649K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.9K+ 38.1% |
$225K - $273K
|
6.88K
$916K
|
|
Jan 29, 2025
Q4 2024
|
Swisspartners Advisors LTD
Zurich, V8 |
BUY
|
- |
1.89K+ 4.24% |
$224K - $272K
|
46.4K
$6.18M
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
1.81KNew |
$215K - $261K
|
1.81K
$241K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.79K+ 10.49% |
$213K - $258K
|
18.9K
$2.52M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.71K+ 3.83% |
$203K - $246K
|
46.3K
$6.16M
|