Purchases and Sales Made in Q1 2022 in Valero Energy Corp (VLO)
This table provides information about the institutional ownership of Valero Energy Corp (VLO) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
18+ 90.0% |
$1.39K - $1.83K
|
38
$4.51K
|
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
BUY
|
- |
17New |
$1.31K - $1.73K
|
17
$2.02K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
17+ 2.45% |
$1.31K - $1.73K
|
711
$84.3K
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
12New |
$926 - $1.22K
|
12
$1.42K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
12+ 0.35% |
$926 - $1.22K
|
3.48K
$413K
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
11+ 0.1% |
$849 - $1.12K
|
10.6K
$1.26M
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
11New |
$849 - $1.12K
|
11
$1.3K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
10+ 66.67% |
$771 - $1.02K
|
25
$2.96K
|
|
|
Apr 26, 2022
Q1 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
9+ 0.3% |
$694 - $914
|
3.06K
$362K
|
|
|
May 09, 2022
Q1 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
9+ 0.26% |
$694 - $914
|
3.5K
$415K
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
9+ 0.79% |
$694 - $914
|
1.14K
$136K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
7+ 0.63% |
$540 - $711
|
1.11K
$132K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.79% |
$463 - $609
|
766
$90.8K
|
|
|
Apr 26, 2022
Q1 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
6+ 0.19% |
$463 - $609
|
3.25K
$385K
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
6+ 0.16% |
$463 - $609
|
3.73K
$443K
|
|
|
Aug 08, 2022
Q1 2022
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
6+ 1.05% |
$463 - $609
|
577
$68.4K
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
5+ 1.22% |
$386 - $508
|
415
$49.2K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5+ 1.71% |
$386 - $508
|
298
$35.3K
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
4+ 0.03% |
$309 - $406
|
15.5K
$1.84M
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
4+ 0.08% |
$309 - $406
|
4.97K
$590K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 1.17% |
$231 - $305
|
259
$30.7K
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 3.06% |
$231 - $305
|
101
$12K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 1.14% |
$231 - $305
|
266
$31.5K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
3+ 0.4% |
$231 - $305
|
755
$89.5K
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3+ 0.61% |
$231 - $305
|
497
$58.9K
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2+ 1.27% |
$154 - $203
|
159
$18.9K
|
|
|
Apr 19, 2022
Q1 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$77.1 - $102
|
14K
$1.66M
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.25% |
$77.1 - $102
|
401
$47.6K
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
1+ 0.03% |
$77.1 - $102
|
3.42K
$405K
|
|
|
Apr 26, 2022
Q1 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.1% |
$77.1 - $102
|
977
$116K
|
|
|
Apr 26, 2022
Q1 2022
|
West End Advisors, LLC
|
SELL
|
- |
-1- 33.33% |
$77.1 - $102
|
2
$237
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
SELL
|
- |
-3- 1.42% |
$231 - $305
|
209
$24.8K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-4- 3.77% |
$309 - $406
|
102
$12.1K
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
SELL
|
- |
-5- 0.47% |
$386 - $508
|
1.07K
$127K
|
|
|
May 10, 2022
Q1 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-6- 0.15% |
$463 - $609
|
4.01K
$475K
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-7- 0.13% |
$540 - $711
|
5.27K
$624K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-7- 1.58% |
$540 - $711
|
435
$51.6K
|
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-9- 0.14% |
$694 - $914
|
6.39K
$758K
|
|
|
Apr 20, 2022
Q1 2022
|
Retirement Systems Of Alabama
|
SELL
|
- |
-9- 0.01% |
$694 - $914
|
135K
$16.1M
|
|
|
Apr 11, 2022
Q1 2022
|
Everence Capital Management Inc
|
SELL
|
- |
-10- 0.03% |
$771 - $1.02K
|
39.9K
$4.73M
|
|
|
May 17, 2022
Q1 2022
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-10- 0.02% |
$771 - $1.02K
|
61K
$7.23M
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-10- 1.03% |
$771 - $1.02K
|
963
$114K
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-12- 2.44% |
$926 - $1.22K
|
480
$56.9K
|
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-14Closed |
$1.08K - $1.42K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-17- 0.61% |
$1.31K - $1.73K
|
2.77K
$329K
|
|
|
May 09, 2022
Q1 2022
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-20- 0.45% |
$1.54K - $2.03K
|
4.41K
$523K
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-21- 15.67% |
$1.62K - $2.13K
|
113
$13.4K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-22- 7.43% |
$1.7K - $2.23K
|
274
$32.5K
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-23- 10.27% |
$1.77K - $2.34K
|
201
$23.8K
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-23- 1.73% |
$1.77K - $2.34K
|
1.31K
$155K
|