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 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
975+ 780.0% |
$116K - $140K
|
1.1K
$142K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
950+ 5.67% |
$113K - $137K
|
17.7K
$2.28M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
933+ 8.04% |
$111K - $134K
|
12.5K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
928+ 58.59% |
$110K - $134K
|
2.51K
$324K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
920+ 32.1% |
$109K - $132K
|
3.79K
$488K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
917+ 8.44% |
$109K - $132K
|
11.8K
$1.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
905+ 43.34% |
$107K - $130K
|
2.99K
$386K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
900New |
$107K - $130K
|
900
$116K
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
BUY
|
- |
900+ 28.13% |
$107K - $130K
|
4.1K
$529K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
872+ 24.76% |
$103K - $126K
|
4.39K
$567K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
846+ 25.97% |
$100K - $122K
|
4.1K
$529K
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
825+ 4.33% |
$97.8K - $119K
|
19.9K
$2.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
800+ 20.62% |
$94.9K - $115K
|
4.68K
$603K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
796+ 13.75% |
$94.4K - $115K
|
6.58K
$849K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
791+ 27.0% |
$93.8K - $114K
|
3.72K
$480K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
790+ 1.61% |
$93.7K - $114K
|
49.7K
$6.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
781+ 19.39% |
$92.6K - $112K
|
4.81K
$620K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
777+ 19.97% |
$92.1K - $112K
|
4.67K
$602K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
776+ 8.04% |
$92K - $112K
|
10.4K
$1.35M
|
|
|
May 13, 2025
Q4 2024
|
Ccm Investment Group, LLC
Northfield, MN |
BUY
|
- |
775+ 2.19% |
$91.9K - $112K
|
36.1K
$4.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
774+ 1.96% |
$91.8K - $111K
|
40.2K
$5.18M
|
|
|
May 28, 2025
Q4 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
772+ 23.06% |
$91.6K - $111K
|
4.12K
$531K
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
761+ 7.0% |
$90.2K - $110K
|
11.6K
$1.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
754+ 34.01% |
$89.4K - $109K
|
2.97K
$383K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
752New |
$89.2K - $108K
|
752
$97K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
749+ 3.08% |
$88.8K - $108K
|
25K
$3.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
745New |
$88.3K - $107K
|
745
$96.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
723New |
$85.7K - $104K
|
723
$93.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
722+ 21.22% |
$85.6K - $104K
|
4.12K
$532K
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
717+ 2.49% |
$85K - $103K
|
29.5K
$3.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
711+ 14.79% |
$84.3K - $102K
|
5.52K
$712K
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
710+ 1.48% |
$84.2K - $102K
|
48.7K
$6.29M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
708New |
$84K - $102K
|
708
$91.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
706+ 2.58% |
$83.7K - $102K
|
28K
$3.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
702+ 8.86% |
$83.3K - $101K
|
8.63K
$1.11M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
700New |
$83K - $101K
|
700
$90.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
696+ 4.43% |
$82.5K - $100K
|
16.4K
$2.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
689+ 9.33% |
$81.7K - $99.2K
|
8.07K
$1.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
672+ 2.4% |
$79.7K - $96.8K
|
28.7K
$3.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
662+ 21.18% |
$78.5K - $95.3K
|
3.79K
$488K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
661+ 1.95% |
$78.4K - $95.2K
|
34.5K
$4.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
656New |
$77.8K - $94.5K
|
656
$84.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
653+ 10.09% |
$77.4K - $94K
|
7.13K
$919K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
646+ 20.23% |
$76.6K - $93K
|
3.84K
$495K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
645+ 12.77% |
$76.5K - $92.9K
|
5.7K
$735K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
635+ 36.58% |
$75.3K - $91.5K
|
2.37K
$306K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
634New |
$75.2K - $91.3K
|
634
$81.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
629+ 16.43% |
$74.6K - $90.6K
|
4.46K
$575K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
628+ 12.95% |
$74.5K - $90.4K
|
5.48K
$707K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
626+ 3.03% |
$74.2K - $90.2K
|
21.3K
$2.75M
|