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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
11+ 0.09% |
$1.11K - $1.6K
|
12.7K
$1.79M
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11New |
$1.11K - $1.6K
|
11
$1.55K
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
11+ 11.83% |
$1.11K - $1.6K
|
104
$14.7K
|
|
|
Jul 22, 2022
Q2 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
10New |
$1.01K - $1.45K
|
10
$1.41K
|
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
10+ 0.36% |
$1.01K - $1.45K
|
2.78K
$392K
|
|
|
Jul 25, 2022
Q2 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
9+ 0.37% |
$907 - $1.31K
|
2.42K
$342K
|
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
9+ 15.25% |
$907 - $1.31K
|
68
$9.58K
|
|
|
Jul 29, 2022
Q2 2022
|
Wealth Architects, LLC
|
BUY
|
- |
9+ 0.33% |
$907 - $1.31K
|
2.78K
$391K
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
9+ 0.07% |
$907 - $1.31K
|
12.3K
$1.73M
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
9New |
$907 - $1.31K
|
9
$1.27K
|
|
|
Jul 19, 2022
Q2 2022
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
8+ 0.15% |
$806 - $1.16K
|
5.39K
$760K
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
8New |
$806 - $1.16K
|
8
$1.13K
|
|
|
Aug 10, 2022
Q2 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
8+ 0.23% |
$806 - $1.16K
|
3.5K
$494K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
8+ 0.36% |
$806 - $1.16K
|
2.26K
$318K
|
|
|
Aug 11, 2022
Q2 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
7+ 0.09% |
$705 - $1.02K
|
8.11K
$1.14M
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
$504 - $725
|
5
$705
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 0.71% |
$504 - $725
|
705
$99.3K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 0.73% |
$504 - $725
|
687
$96.8K
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
4+ 0.08% |
$403 - $580
|
5.25K
$740K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.52% |
$403 - $580
|
770
$109K
|
|
|
Jul 21, 2022
Q2 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
4+ 0.12% |
$403 - $580
|
3.25K
$458K
|
|
|
Aug 15, 2022
Q2 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
4New |
$403 - $580
|
4
$564
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
3+ 0.13% |
$302 - $435
|
2.3K
$323K
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
3+ 0.72% |
$302 - $435
|
418
$58.9K
|
|
|
Aug 08, 2022
Q2 2022
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.52% |
$302 - $435
|
580
$81.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.77% |
$201 - $290
|
261
$36.8K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.19% |
$201 - $290
|
1.07K
$151K
|
|
|
Aug 04, 2022
Q2 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
2+ 0.08% |
$201 - $290
|
2.55K
$360K
|
|
|
Aug 12, 2022
Q2 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
2+ 5.71% |
$201 - $290
|
37
$5.21K
|
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 0.4% |
$201 - $290
|
499
$70.3K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 0.02% |
$101 - $145
|
4.97K
$701K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.08% |
$101 - $145
|
1.26K
$178K
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.06% |
$101 - $145
|
1.66K
$233K
|
|
|
Aug 09, 2022
Q2 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.05% |
$101 - $145
|
2.07K
$292K
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.63% |
$101 - $145
|
160
$22.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 0.57% |
$101 - $145
|
176
$24.8K
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 0.98% |
$101 - $145
|
103
$14.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1- 0.94% |
$101 - $145
|
105
$14.8K
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-1- 0.5% |
$101 - $145
|
200
$28.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-1- 0.06% |
$101 - $145
|
1.58K
$223K
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2- 1.98% |
$201 - $290
|
99
$14K
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3- 0.07% |
$302 - $435
|
4.44K
$625K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-4- 1.46% |
$403 - $580
|
270
$38K
|
|
|
Aug 09, 2023
Q2 2022
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-7- 0.57% |
$705 - $1.02K
|
1.21K
$171K
|
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-7- 30.43% |
$705 - $1.02K
|
16
$2.25K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-9- 0.05% |
$907 - $1.31K
|
19.1K
$2.69M
|
|
|
Jul 20, 2022
Q2 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-10- 6.67% |
$1.01K - $1.45K
|
140
$19.7K
|
|
|
Jul 20, 2022
Q2 2022
|
Conning Inc.
|
SELL
|
- |
-11- 0.27% |
$1.11K - $1.6K
|
4.01K
$565K
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-12- 0.44% |
$1.21K - $1.74K
|
2.7K
$380K
|