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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2021
Q3 2021
|
Proffitt & Goodson Inc
|
BUY
|
- |
116+ 1.81% |
$6.98K - $9.06K
|
6.53K
$859K
|
|
|
Oct 12, 2021
Q3 2021
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
115+ 2.01% |
$6.92K - $8.98K
|
5.84K
$768K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
107+ 243.18% |
$6.44K - $8.35K
|
151
$19.9K
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
104New |
$6.26K - $8.12K
|
104
$13.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
103New |
$6.2K - $8.04K
|
103
$13.5K
|
|
|
Nov 02, 2021
Q3 2021
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
102+ 2.98% |
$6.14K - $7.96K
|
3.52K
$463K
|
|
|
Nov 16, 2021
Q3 2021
|
Adirondack Trust CO
|
BUY
|
- |
101+ 3.69% |
$6.08K - $7.89K
|
2.84K
$373K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
100New |
$6.02K - $7.81K
|
100
$13.2K
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
100+ 12.71% |
$6.02K - $7.81K
|
887
$117K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
99New |
$5.96K - $7.73K
|
99
$13K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
88+ 0.11% |
$5.3K - $6.87K
|
78.8K
$10.4M
|
|
|
Nov 03, 2021
Q3 2021
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
85+ 2.8% |
$5.12K - $6.64K
|
3.12K
$411K
|
|
|
Nov 12, 2021
Q3 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
81+ 0.46% |
$4.88K - $6.32K
|
17.5K
$2.31M
|
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
80+ 1.73% |
$4.82K - $6.25K
|
4.71K
$620K
|
|
|
Oct 25, 2021
Q3 2021
|
Capital Advisors Inc
|
BUY
|
- |
76+ 0.64% |
$4.58K - $5.93K
|
12K
$1.58M
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
74+ 1.06% |
$4.45K - $5.78K
|
7.04K
$926K
|
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
74+ 1.45% |
$4.45K - $5.78K
|
5.19K
$682K
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
69+ 1.48% |
$4.15K - $5.39K
|
4.74K
$623K
|
|
|
Oct 22, 2021
Q3 2021
|
Tompkins Financial Corp
|
BUY
|
- |
69+ 150.0% |
$4.15K - $5.39K
|
115
$15.1K
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
68+ 5.21% |
$4.09K - $5.31K
|
1.37K
$181K
|
|
|
Oct 05, 2021
Q3 2021
|
Ibm Retirement Fund
|
BUY
|
- |
64+ 0.55% |
$3.85K - $5K
|
11.6K
$1.53M
|
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
BUY
|
- |
63+ 2.27% |
$3.79K - $4.92K
|
2.84K
$373K
|
|
|
Oct 14, 2021
Q3 2021
|
First United Bank & Trust
|
BUY
|
- |
60+ 0.84% |
$3.61K - $4.68K
|
7.18K
$944K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
60+ 60.0% |
$3.61K - $4.68K
|
160
$21K
|
|
|
Nov 09, 2021
Q3 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
59+ 0.76% |
$3.55K - $4.61K
|
7.81K
$1.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
56+ 1.51% |
$3.37K - $4.37K
|
3.76K
$495K
|
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
55+ 15.76% |
$3.31K - $4.29K
|
404
$53.1K
|
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
54+ 1.72% |
$3.25K - $4.22K
|
3.19K
$420K
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
51+ 0.49% |
$3.07K - $3.98K
|
10.4K
$1.36M
|
|
|
Oct 26, 2021
Q3 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
50+ 100.0% |
$3.01K - $3.9K
|
100
$13.2K
|
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
50+ 92.59% |
$3.01K - $3.9K
|
104
$13.7K
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
49+ 1.41% |
$2.95K - $3.83K
|
3.52K
$462K
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
45+ 1.18% |
$2.71K - $3.51K
|
3.86K
$507K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
45New |
$2.71K - $3.51K
|
45
$5.92K
|
|
|
Oct 15, 2021
Q3 2021
|
Covenant Asset Management, LLC
|
BUY
|
- |
43+ 0.33% |
$2.59K - $3.36K
|
13.2K
$1.74M
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
42+ 5.93% |
$2.53K - $3.28K
|
750
$98.6K
|
|
|
Oct 12, 2021
Q3 2021
|
Hya Advisors, Inc
|
BUY
|
- |
40+ 0.56% |
$2.41K - $3.12K
|
7.23K
$950K
|
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
40+ 0.93% |
$2.41K - $3.12K
|
4.33K
$569K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
39+ 10.29% |
$2.35K - $3.04K
|
418
$55K
|
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
BUY
|
- |
38+ 1.06% |
$2.29K - $2.97K
|
3.62K
$476K
|
|
|
Nov 10, 2021
Q3 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
35+ 0.35% |
$2.11K - $2.73K
|
10.1K
$1.33M
|
|
|
Nov 03, 2021
Q3 2021
|
Nvwm, LLC
|
BUY
|
- |
33New |
$1.99K - $2.58K
|
33
$4.34K
|
|
|
Nov 09, 2021
Q3 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
31+ 0.12% |
$1.87K - $2.42K
|
25.9K
$3.41M
|
|
|
May 09, 2023
Q3 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
30New |
$1.81K - $2.34K
|
30
$3.95K
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
28+ 0.1% |
$1.69K - $2.19K
|
28.1K
$3.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
26+ 8.13% |
$1.57K - $2.03K
|
346
$45.5K
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
24+ 4.72% |
$1.44K - $1.87K
|
533
$70.1K
|
|
|
Nov 04, 2021
Q3 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
24+ 0.4% |
$1.44K - $1.87K
|
6.04K
$795K
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
22+ 0.33% |
$1.32K - $1.72K
|
6.67K
$877K
|
|
|
Oct 07, 2021
Q3 2021
|
Moody National Bank Trust Division
|
BUY
|
- |
22+ 0.05% |
$1.32K - $1.72K
|
46.6K
$6.13M
|