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 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
624+ 26.15% |
$74K - $89.9K
|
3.01K
$388K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
624+ 1.49% |
$74K - $89.9K
|
42.4K
$5.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
624+ 22.36% |
$74K - $89.9K
|
3.42K
$440K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
622+ 4.09% |
$73.8K - $89.6K
|
15.8K
$2.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
600+ 2.51% |
$71.2K - $86.4K
|
24.6K
$3.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
599+ 10.34% |
$71K - $86.3K
|
6.39K
$824K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
587+ 4.6% |
$69.6K - $84.5K
|
13.4K
$1.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Adams Asset Advisors, LLC
|
BUY
|
- |
587+ 0.83% |
$69.6K - $84.5K
|
71.7K
$9.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
581+ 32.66% |
$68.9K - $83.7K
|
2.36K
$304K
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
BUY
|
- |
565+ 2.58% |
$67K - $81.4K
|
22.4K
$2.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
545New |
$64.6K - $78.5K
|
545
$70.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
543+ 8.24% |
$64.4K - $78.2K
|
7.13K
$920K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
522+ 16.34% |
$61.9K - $75.2K
|
3.72K
$479K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
520New |
$61.7K - $74.9K
|
520
$67.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
520New |
$61.7K - $74.9K
|
520
$67.1K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
508+ 7.49% |
$60.2K - $73.2K
|
7.29K
$940K
|
|
|
May 07, 2025
Q4 2024
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
503+ 1.21% |
$59.7K - $72.4K
|
41.9K
$5.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
500+ 32.26% |
$59.3K - $72K
|
2.05K
$264K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
499New |
$59.2K - $71.9K
|
499
$64.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
495New |
$58.7K - $71.3K
|
495
$63.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
495+ 22.72% |
$58.7K - $71.3K
|
2.67K
$345K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
491+ 36.64% |
$58.2K - $70.7K
|
1.83K
$236K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
489+ 0.59% |
$58K - $70.4K
|
83.8K
$10.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
483+ 1.23% |
$57.3K - $69.6K
|
39.8K
$5.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
476+ 6.29% |
$56.4K - $68.6K
|
8.04K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
473New |
$56.1K - $68.1K
|
473
$61K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
458+ 12.31% |
$54.3K - $66K
|
4.18K
$539K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
455+ 0.37% |
$54K - $65.5K
|
123K
$15.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
446+ 3.05% |
$52.9K - $64.2K
|
15.1K
$1.95M
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
426+ 4.03% |
$50.5K - $61.4K
|
11K
$1.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
425+ 0.82% |
$50.4K - $61.2K
|
52.4K
$6.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
424New |
$50.3K - $61.1K
|
424
$54.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
422New |
$50K - $60.8K
|
422
$54.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
418+ 3.5% |
$49.6K - $60.2K
|
12.3K
$1.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
409+ 4.93% |
$48.5K - $58.9K
|
8.71K
$1.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
388+ 4.19% |
$46K - $55.9K
|
9.65K
$1.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
376+ 14.09% |
$44.6K - $54.2K
|
3.04K
$393K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
368+ 3.24% |
$43.6K - $53K
|
11.7K
$1.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
362+ 3.1% |
$42.9K - $52.1K
|
12K
$1.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
361+ 9.05% |
$42.8K - $52K
|
4.35K
$561K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
361New |
$42.8K - $52K
|
361
$46.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
350+ 2.18% |
$41.5K - $50.4K
|
16.4K
$2.11M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
343+ 17.98% |
$40.7K - $49.4K
|
2.25K
$290K
|
|
|
Feb 14, 2025
Q4 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
343+ 1.6% |
$40.7K - $49.4K
|
21.7K
$2.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
336+ 5.38% |
$39.8K - $48.4K
|
6.58K
$849K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
329+ 7.59% |
$39K - $47.4K
|
4.67K
$602K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
328+ 3.42% |
$38.9K - $47.2K
|
9.91K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
322+ 7.58% |
$38.2K - $46.4K
|
4.57K
$589K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
315+ 19.27% |
$37.4K - $45.4K
|
1.95K
$251K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
311New |
$36.9K - $44.8K
|
311
$40.1K
|