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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
35+ 0.79% |
$3.43K - $4.32K
|
4.47K
$612K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
35+ 3.5% |
$3.43K - $4.32K
|
1.04K
$142K
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
35+ 5.47% |
$3.43K - $4.32K
|
675
$92.3K
|
|
|
Oct 12, 2022
Q3 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
34+ 1.46% |
$3.33K - $4.2K
|
2.36K
$322K
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
34+ 0.48% |
$3.33K - $4.2K
|
7.06K
$966K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
33+ 0.39% |
$3.23K - $4.07K
|
8.44K
$1.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
32+ 0.72% |
$3.13K - $3.95K
|
4.47K
$611K
|
|
|
Oct 24, 2022
Q3 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
31+ 0.57% |
$3.03K - $3.83K
|
5.49K
$752K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
30New |
$2.94K - $3.7K
|
30
$4.1K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
30New |
$2.94K - $3.7K
|
30
$4.1K
|
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
BUY
|
- |
30+ 1.09% |
$2.94K - $3.7K
|
2.77K
$379K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
30+ 0.36% |
$2.94K - $3.7K
|
8.35K
$1.14M
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
BUY
|
- |
29+ 0.5% |
$2.84K - $3.58K
|
5.82K
$796K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
28+ 2.47% |
$2.74K - $3.46K
|
1.16K
$159K
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
27+ 0.44% |
$2.64K - $3.33K
|
6.21K
$849K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
27+ 0.73% |
$2.64K - $3.33K
|
3.72K
$508K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
27+ 0.37% |
$2.64K - $3.33K
|
7.37K
$1.01M
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
26+ 26.26% |
$2.55K - $3.21K
|
125
$17.1K
|
|
|
Oct 18, 2022
Q3 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
22+ 0.84% |
$2.15K - $2.72K
|
2.63K
$360K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
22+ 2.86% |
$2.15K - $2.72K
|
791
$108K
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
21+ 0.62% |
$2.06K - $2.59K
|
3.42K
$468K
|
|
|
Oct 27, 2022
Q3 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
20+ 0.14% |
$1.96K - $2.47K
|
14.3K
$1.96M
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
19+ 1.51% |
$1.86K - $2.34K
|
1.28K
$175K
|
|
|
Nov 10, 2022
Q3 2022
|
Purus Wealth Management, LLC
|
BUY
|
- |
19+ 0.87% |
$1.86K - $2.34K
|
2.2K
$301K
|
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
17+ 0.35% |
$1.66K - $2.1K
|
4.93K
$674K
|
|
|
Nov 14, 2022
Q3 2022
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
17+ 0.74% |
$1.66K - $2.1K
|
2.32K
$317K
|
|
|
Oct 19, 2022
Q3 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.64% |
$1.47K - $1.85K
|
2.35K
$321K
|
|
|
Nov 14, 2022
Q3 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
15New |
$1.47K - $1.85K
|
15
$2.05K
|
|
|
Nov 03, 2022
Q3 2022
|
Covenant Asset Management, LLC
|
BUY
|
- |
14+ 0.11% |
$1.37K - $1.73K
|
12.9K
$1.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
14+ 116.67% |
$1.37K - $1.73K
|
26
$3.56K
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
11+ 0.04% |
$1.08K - $1.36K
|
27.4K
$3.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
11+ 1.38% |
$1.08K - $1.36K
|
810
$111K
|
|
|
Oct 19, 2022
Q3 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
10+ 0.41% |
$979 - $1.23K
|
2.43K
$333K
|
|
|
Oct 21, 2022
Q3 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
10+ 0.38% |
$979 - $1.23K
|
2.64K
$361K
|
|
|
Oct 27, 2022
Q3 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
10+ 0.21% |
$979 - $1.23K
|
4.84K
$662K
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
BUY
|
- |
10+ 83.33% |
$979 - $1.23K
|
22
$3.01K
|
|
|
Nov 04, 2022
Q3 2022
|
X Square Capital, LLC
|
BUY
|
- |
9+ 0.06% |
$881 - $1.11K
|
15K
$2.05M
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
9+ 17.31% |
$881 - $1.11K
|
61
$8.35K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
8New |
$783 - $987
|
8
$1.09K
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
7+ 29.17% |
$685 - $864
|
31
$4.24K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
6+ 0.93% |
$587 - $741
|
648
$88.7K
|
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
BUY
|
- |
6+ 0.28% |
$587 - $741
|
2.12K
$290K
|
|
|
Oct 28, 2022
Q3 2022
|
Washburn Capital Management, Inc.
|
BUY
|
- |
5+ 0.1% |
$489 - $617
|
5.19K
$710K
|
|
|
Nov 04, 2022
Q3 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5+ 0.22% |
$489 - $617
|
2.27K
$310K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 0.71% |
$489 - $617
|
710
$97.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5+ 0.11% |
$489 - $617
|
4.43K
$606K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
5+ 0.14% |
$489 - $617
|
3.49K
$477K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
4+ 0.15% |
$392 - $494
|
2.68K
$366K
|
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
4+ 0.12% |
$392 - $494
|
3.26K
$446K
|
|
|
Nov 02, 2022
Q3 2022
|
Wealth Trust Axiom LLC
|
BUY
|
- |
4+ 0.1% |
$392 - $494
|
4.17K
$571K
|