Purchases and Sales Made in Q4 2021 in Valero Energy Corp (VLO)
This table provides information about the institutional ownership of Valero Energy Corp (VLO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2022
Q4 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
39+ 8.61% |
$2.61K - $3.22K
|
492
$65.6K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
35+ 2.55% |
$2.34K - $2.89K
|
1.41K
$188K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
35New |
$2.34K - $2.89K
|
35
$4.67K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
33New |
$2.21K - $2.73K
|
33
$4.4K
|
|
|
Jan 26, 2022
Q4 2021
|
Hya Advisors, Inc
|
BUY
|
- |
31+ 0.43% |
$2.08K - $2.56K
|
7.26K
$968K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
29+ 0.7% |
$1.94K - $2.4K
|
4.2K
$560K
|
|
|
Feb 14, 2022
Q4 2021
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
28+ 0.63% |
$1.87K - $2.32K
|
4.47K
$596K
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
28New |
$1.87K - $2.32K
|
28
$3.73K
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
28New |
$1.87K - $2.32K
|
28
$3.73K
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
27New |
$1.81K - $2.23K
|
27
$3.6K
|
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
BUY
|
- |
26+ 0.33% |
$1.74K - $2.15K
|
7.85K
$1.05M
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
25+ 75.76% |
$1.67K - $2.07K
|
58
$7.74K
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
24+ 0.65% |
$1.61K - $1.98K
|
3.73K
$497K
|
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
22+ 0.31% |
$1.47K - $1.82K
|
7.05K
$940K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
21+ 0.32% |
$1.41K - $1.74K
|
6.69K
$892K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
20+ 2.73% |
$1.34K - $1.65K
|
752
$100K
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
20New |
$1.34K - $1.65K
|
20
$2.67K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
15+ 0.31% |
$1K - $1.24K
|
4.85K
$647K
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
14New |
$937 - $1.16K
|
14
$1.87K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
11+ 0.98% |
$736 - $910
|
1.14K
$151K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11+ 0.88% |
$736 - $910
|
1.26K
$168K
|
|
|
Jan 18, 2022
Q4 2021
|
Courier Capital LLC
|
BUY
|
- |
11+ 0.05% |
$736 - $910
|
23.1K
$3.09M
|
|
|
Jan 26, 2022
Q4 2021
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
10+ 0.22% |
$669 - $827
|
4.56K
$608K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
9+ 0.82% |
$602 - $744
|
1.1K
$147K
|
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
8+ 0.08% |
$536 - $662
|
9.77K
$1.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
8+ 8.89% |
$536 - $662
|
98
$13.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 6.8% |
$469 - $579
|
110
$14.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
7+ 0.14% |
$469 - $579
|
4.92K
$656K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
7+ 7.0% |
$469 - $579
|
107
$14.3K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 0.93% |
$469 - $579
|
760
$101K
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
6+ 1.49% |
$402 - $496
|
410
$54.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
6+ 0.19% |
$402 - $496
|
3.24K
$433K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5+ 0.12% |
$335 - $413
|
4.03K
$538K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 1.59% |
$268 - $331
|
256
$34.1K
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2+ 1.29% |
$134 - $165
|
157
$20.9K
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
2+ 1.25% |
$134 - $165
|
162
$21.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Demars Financial Group, LLC
|
SELL
|
- |
-1- 0.04% |
$66.9 - $82.7
|
2.85K
$381K
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1Closed |
$66.9 - $82.7
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1- 0.12% |
$66.9 - $82.7
|
820
$109K
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-4- 0.3% |
$268 - $331
|
1.33K
$178K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-4- 3.64% |
$268 - $331
|
106
$14.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-10- 0.22% |
$669 - $827
|
4.62K
$616K
|
|
|
Feb 14, 2022
Q4 2021
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-10- 0.01% |
$669 - $827
|
152K
$20.2M
|
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-14- 1.41% |
$937 - $1.16K
|
976
$130K
|
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-14- 0.29% |
$937 - $1.16K
|
4.84K
$645K
|
|
|
Jan 14, 2022
Q4 2021
|
Fruth Investment Management
|
SELL
|
- |
-15- 0.09% |
$1K - $1.24K
|
17.5K
$2.34M
|
|
|
Jan 14, 2022
Q4 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-16Closed |
$1.07K - $1.32K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-16- 0.1% |
$1.07K - $1.32K
|
15.5K
$2.07M
|
|
|
Jan 27, 2022
Q4 2021
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-20- 10.42% |
$1.34K - $1.65K
|
172
$22.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-22- 0.51% |
$1.47K - $1.82K
|
4.33K
$578K
|