Purchases and Sales Made in Q3 2022 in Valero Energy Corp (VLO)
This table provides information about the institutional ownership of Valero Energy Corp (VLO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
150+ 33.19% |
$14.7K - $18.5K
|
602
$82.4K
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
150New |
$14.7K - $18.5K
|
150
$20.5K
|
|
|
Nov 07, 2022
Q3 2022
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
142+ 3.49% |
$13.9K - $17.5K
|
4.22K
$577K
|
|
|
Nov 15, 2022
Q3 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
141+ 0.51% |
$13.8K - $17.4K
|
27.7K
$3.8M
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
134+ 4.81% |
$13.1K - $16.5K
|
2.92K
$399K
|
|
|
Oct 06, 2022
Q3 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
130+ 520.0% |
$12.7K - $16K
|
155
$21.2K
|
|
|
Nov 02, 2022
Q3 2022
|
Kendall Capital Management
|
BUY
|
- |
129+ 1.49% |
$12.6K - $15.9K
|
8.76K
$1.2M
|
|
|
Oct 24, 2022
Q3 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
127+ 2.02% |
$12.4K - $15.7K
|
6.43K
$879K
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
118+ 1.21% |
$11.6K - $14.6K
|
9.84K
$1.35M
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
117+ 6.68% |
$11.5K - $14.4K
|
1.87K
$256K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
116+ 56.31% |
$11.4K - $14.3K
|
322
$44.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
116+ 25.05% |
$11.4K - $14.3K
|
579
$79.2K
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
115+ 2.25% |
$11.3K - $14.2K
|
5.23K
$716K
|
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
114+ 0.98% |
$11.2K - $14.1K
|
11.7K
$1.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
114+ 43.51% |
$11.2K - $14.1K
|
376
$51.4K
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
110+ 11.24% |
$10.8K - $13.6K
|
1.09K
$149K
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
105+ 3.48% |
$10.3K - $13K
|
3.13K
$428K
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
105+ 3.48% |
$10.3K - $13K
|
3.12K
$427K
|
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
104+ 4.53% |
$10.2K - $12.8K
|
2.4K
$328K
|
|
|
Nov 14, 2022
Q3 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
102New |
$9.98K - $12.6K
|
102
$14K
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
100+ 4.53% |
$9.79K - $12.3K
|
2.31K
$315K
|
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
100+ 60.61% |
$9.79K - $12.3K
|
265
$36.3K
|
|
|
Oct 24, 2022
Q3 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
100+ 0.73% |
$9.79K - $12.3K
|
13.8K
$1.88M
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
100+ 88.5% |
$9.79K - $12.3K
|
213
$29.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Montgomery Investment Management Inc
|
BUY
|
- |
100+ 0.22% |
$9.79K - $12.3K
|
45.7K
$6.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
100New |
$9.79K - $12.3K
|
100
$13.7K
|
|
|
Feb 13, 2024
Q3 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
95+ 20.56% |
$9.3K - $11.7K
|
557
$76.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
94+ 0.3% |
$9.2K - $11.6K
|
31.3K
$4.28M
|
|
|
Oct 24, 2022
Q3 2022
|
First National Corp
|
BUY
|
- |
92+ 2.17% |
$9.01K - $11.4K
|
4.33K
$592K
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
86+ 2.66% |
$8.42K - $10.6K
|
3.32K
$454K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
78+ 3.82% |
$7.64K - $9.63K
|
2.12K
$290K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
73+ 9.23% |
$7.15K - $9.01K
|
864
$118K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
71+ 7.33% |
$6.95K - $8.76K
|
1.04K
$142K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
70New |
$6.85K - $8.64K
|
70
$9.58K
|
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
BUY
|
- |
67+ 1.38% |
$6.56K - $8.27K
|
4.93K
$674K
|
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
BUY
|
- |
65+ 1.06% |
$6.36K - $8.02K
|
6.17K
$844K
|
|
|
Nov 14, 2022
Q3 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
63+ 0.96% |
$6.17K - $7.78K
|
6.64K
$908K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
61+ 2.4% |
$5.97K - $7.53K
|
2.61K
$357K
|
|
|
Nov 08, 2022
Q3 2022
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
58+ 0.17% |
$5.68K - $7.16K
|
33.4K
$4.57M
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
56+ 3.66% |
$5.48K - $6.91K
|
1.59K
$217K
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
53+ 0.91% |
$5.19K - $6.54K
|
5.85K
$801K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
50+ 15.77% |
$4.89K - $6.17K
|
367
$50.2K
|
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
BUY
|
- |
50+ 0.11% |
$4.89K - $6.17K
|
44.6K
$6.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
49+ 2.36% |
$4.8K - $6.05K
|
2.13K
$291K
|
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
46+ 0.89% |
$4.5K - $5.68K
|
5.2K
$711K
|
|
|
Oct 17, 2022
Q3 2022
|
Capital Advisors Inc
|
BUY
|
- |
42+ 0.39% |
$4.11K - $5.18K
|
10.7K
$1.46M
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
42+ 40.78% |
$4.11K - $5.18K
|
145
$19.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
40+ 0.49% |
$3.92K - $4.94K
|
8.14K
$1.11M
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
39+ 5.68% |
$3.82K - $4.81K
|
726
$99.3K
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
39+ 1.82% |
$3.82K - $4.81K
|
2.18K
$299K
|