Purchases and Sales Made in Q2 2022 in Valero Energy Corp (VLO)
This table provides information about the institutional ownership of Valero Energy Corp (VLO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
90+ 0.67% |
$9.07K - $13.1K
|
13.5K
$1.83M
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
88+ 51.16% |
$8.87K - $12.8K
|
260
$35.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
87+ 4.28% |
$8.76K - $12.6K
|
2.12K
$287K
|
|
|
Jul 20, 2022
Q2 2022
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
85New |
$8.56K - $12.3K
|
85
$11.5K
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
84+ 3.81% |
$8.46K - $12.2K
|
2.29K
$310K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
81+ 4.85% |
$8.16K - $11.8K
|
1.75K
$237K
|
|
|
Aug 04, 2022
Q2 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
80+ 0.32% |
$8.06K - $11.6K
|
25.2K
$3.41M
|
|
|
Aug 04, 2022
Q2 2022
|
Brr Op Co, LLC
|
BUY
|
- |
79+ 3.8% |
$7.96K - $11.5K
|
2.16K
$292K
|
|
|
Aug 02, 2022
Q2 2022
|
Maple Capital Management, Inc.
|
BUY
|
- |
69+ 3.36% |
$6.95K - $10K
|
2.12K
$287K
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
65+ 1.37% |
$6.55K - $9.43K
|
4.81K
$651K
|
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
65New |
$6.55K - $9.43K
|
65
$8.8K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
64+ 0.51% |
$6.45K - $9.29K
|
12.7K
$1.71M
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
64New |
$6.45K - $9.29K
|
64
$8.66K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
58+ 8.16% |
$5.84K - $8.41K
|
769
$104K
|
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
57+ 1.47% |
$5.74K - $8.27K
|
3.94K
$533K
|
|
|
Aug 09, 2022
Q2 2022
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
55+ 0.06% |
$5.54K - $7.98K
|
99.9K
$13.5M
|
|
|
Jul 21, 2022
Q2 2022
|
Covenant Asset Management, LLC
|
BUY
|
- |
51+ 0.4% |
$5.14K - $7.4K
|
12.9K
$1.74M
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
47+ 1.71% |
$4.73K - $6.82K
|
2.8K
$379K
|
|
|
Aug 03, 2022
Q2 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
46+ 0.86% |
$4.63K - $6.67K
|
5.42K
$734K
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
46+ 41.44% |
$4.63K - $6.67K
|
157
$21.2K
|
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
40+ 2.26% |
$4.03K - $5.8K
|
1.81K
$245K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
39+ 156.0% |
$3.93K - $5.66K
|
64
$8.66K
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
37+ 102.78% |
$3.73K - $5.37K
|
73
$9.88K
|
|
|
Aug 10, 2022
Q2 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
36New |
$3.63K - $5.22K
|
36
$4.87K
|
|
|
Aug 15, 2022
Q2 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
36+ 0.91% |
$3.63K - $5.22K
|
4.01K
$542K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
32+ 20.65% |
$3.22K - $4.64K
|
187
$25.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
31+ 10.03% |
$3.12K - $4.5K
|
340
$46K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
31+ 28.18% |
$3.12K - $4.5K
|
141
$19.1K
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
30+ 0.34% |
$3.02K - $4.35K
|
8.77K
$1.19M
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
30+ 90.91% |
$3.02K - $4.35K
|
63
$8.52K
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
30+ 78.95% |
$3.02K - $4.35K
|
68
$9.2K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
29+ 3.23% |
$2.92K - $4.21K
|
927
$125K
|
|
|
Jul 22, 2022
Q2 2022
|
Rovin Capital
|
BUY
|
- |
27+ 1.22% |
$2.72K - $3.92K
|
2.23K
$302K
|
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
26+ 0.17% |
$2.62K - $3.77K
|
15.5K
$2.1M
|
|
|
Aug 01, 2022
Q2 2022
|
Core Alternative Capital
|
BUY
|
- |
25+ 30.49% |
$2.52K - $3.63K
|
107
$14.5K
|
|
|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
25+ 0.35% |
$2.52K - $3.63K
|
7.08K
$958K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
24+ 400.0% |
$2.42K - $3.48K
|
30
$4.06K
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
22+ 4.99% |
$2.22K - $3.19K
|
463
$62.6K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
22+ 7.01% |
$2.22K - $3.19K
|
336
$45.5K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
19+ 0.3% |
$1.91K - $2.76K
|
6.41K
$867K
|
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
18New |
$1.81K - $2.61K
|
18
$2.44K
|
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
BUY
|
- |
18+ 0.53% |
$1.81K - $2.61K
|
3.4K
$460K
|
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
16+ 0.23% |
$1.61K - $2.32K
|
7.02K
$950K
|
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
15+ 0.57% |
$1.51K - $2.18K
|
2.66K
$360K
|
|
|
Feb 13, 2024
Q2 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
15+ 3.36% |
$1.51K - $2.18K
|
462
$62.5K
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
14+ 0.59% |
$1.41K - $2.03K
|
2.37K
$320K
|
|
|
Jul 20, 2022
Q2 2022
|
Purus Wealth Management, LLC
|
BUY
|
- |
14+ 0.65% |
$1.41K - $2.03K
|
2.18K
$295K
|
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
14+ 0.03% |
$1.41K - $2.03K
|
54.4K
$7.36M
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
12New |
$1.21K - $1.74K
|
12
$1.62K
|
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
12+ 0.17% |
$1.21K - $1.74K
|
6.88K
$931K
|