Purchases and Sales Made in Q3 2021 in Valero Energy Corp (VLO)
This table provides information about the institutional ownership of Valero Energy Corp (VLO) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
21+ 0.22% |
$1.26K - $1.64K
|
9.72K
$1.3M
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
20+ 0.17% |
$1.2K - $1.56K
|
11.8K
$1.57M
|
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
19+ 0.5% |
$1.14K - $1.48K
|
3.83K
$510K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
18+ 0.43% |
$1.08K - $1.41K
|
4.17K
$556K
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
18+ 0.21% |
$1.08K - $1.41K
|
8.73K
$1.16M
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
17New |
$1.02K - $1.33K
|
17
$2.27K
|
|
|
Oct 08, 2021
Q3 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
16New |
$963 - $1.25K
|
16
$2.13K
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
15+ 2.81% |
$903 - $1.17K
|
549
$73.2K
|
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
BUY
|
- |
13+ 5.58% |
$783 - $1.01K
|
246
$32.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
13+ 46.43% |
$783 - $1.01K
|
41
$5.47K
|
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
10+ 6.67% |
$602 - $781
|
160
$21.3K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
9+ 0.78% |
$542 - $703
|
1.16K
$155K
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
9+ 0.83% |
$542 - $703
|
1.1K
$146K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8+ 1.07% |
$482 - $625
|
753
$100K
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
7+ 8.43% |
$421 - $546
|
90
$12K
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
5+ 4.76% |
$301 - $390
|
110
$14.7K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
4+ 0.04% |
$241 - $312
|
10.3K
$1.37M
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 0.79% |
$181 - $234
|
385
$51.4K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 1.2% |
$181 - $234
|
252
$33.6K
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2+ 1.31% |
$120 - $156
|
155
$20.7K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.47% |
$120 - $156
|
426
$56.8K
|
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.1% |
$60.2 - $78.1
|
990
$132K
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1New |
$60.2 - $78.1
|
1
$133
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.22% |
$60.2 - $78.1
|
453
$60.4K
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1- 0.01% |
$60.2 - $78.1
|
13.6K
$1.82M
|
|
|
Oct 26, 2021
Q3 2021
|
West End Advisors, LLC
|
SELL
|
- |
-2- 40.0% |
$120 - $156
|
3
$400
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-2- 0.01% |
$120 - $156
|
15.1K
$2.01M
|
|
|
Nov 15, 2021
Q3 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-3- 0.09% |
$181 - $234
|
3.29K
$438K
|
|
|
Nov 08, 2021
Q3 2021
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-5- 0.02% |
$301 - $390
|
26.5K
$3.53M
|
|
|
Oct 07, 2021
Q3 2021
|
Corsicana & Co.
|
SELL
|
- |
-5- 0.04% |
$301 - $390
|
12.2K
$1.63M
|
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-5- 0.14% |
$301 - $390
|
3.47K
$463K
|
|
|
Oct 28, 2021
Q3 2021
|
Grove Bank & Trust
|
SELL
|
- |
-5- 0.07% |
$301 - $390
|
7.03K
$938K
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-6- 4.84% |
$361 - $468
|
118
$15.7K
|
|
|
Dec 19, 2024
Q3 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-10Closed |
$602 - $781
|
0
$0
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-10- 1.36% |
$602 - $781
|
725
$96.7K
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-10- 1.36% |
$602 - $781
|
725
$96.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-13Closed |
$783 - $1.01K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-15Closed |
$903 - $1.17K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-18- 0.14% |
$1.08K - $1.41K
|
12.4K
$1.65M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-18- 0.18% |
$1.08K - $1.41K
|
9.81K
$1.31M
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-18- 0.37% |
$1.08K - $1.41K
|
4.83K
$644K
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
SELL
|
- |
-18- 0.61% |
$1.08K - $1.41K
|
2.95K
$393K
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-20Closed |
$1.2K - $1.56K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-21- 0.38% |
$1.26K - $1.64K
|
5.52K
$736K
|
|
|
Oct 22, 2021
Q3 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-22- 0.59% |
$1.32K - $1.72K
|
3.72K
$496K
|
|
|
Oct 08, 2021
Q3 2021
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-24- 0.83% |
$1.44K - $1.87K
|
2.88K
$384K
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-27- 2.16% |
$1.63K - $2.11K
|
1.22K
$163K
|
|
|
Oct 19, 2021
Q3 2021
|
Farmers Trust CO
|
SELL
|
- |
-30- 1.06% |
$1.81K - $2.34K
|
2.79K
$373K
|
|
|
Nov 16, 2021
Q3 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-30- 0.49% |
$1.81K - $2.34K
|
6.14K
$819K
|