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 14, 2022
Q4 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-22- 0.51% |
$1.47K - $1.82K
|
4.33K
$513K
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-23- 50.0% |
$1.54K - $1.9K
|
23
$2.73K
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
SELL
|
- |
-25- 0.85% |
$1.67K - $2.07K
|
2.92K
$347K
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-25- 0.55% |
$1.67K - $2.07K
|
4.49K
$533K
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-26- 6.1% |
$1.74K - $2.15K
|
400
$47.4K
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-28- 0.73% |
$1.87K - $2.32K
|
3.83K
$454K
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-30- 0.42% |
$2.01K - $2.48K
|
7.05K
$836K
|
|
Jan 24, 2022
Q4 2021
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-30- 0.51% |
$2.01K - $2.48K
|
5.83K
$691K
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
SELL
|
- |
-33- 1.16% |
$2.21K - $2.73K
|
2.81K
$333K
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-33- 0.68% |
$2.21K - $2.73K
|
4.82K
$571K
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-34- 13.82% |
$2.28K - $2.81K
|
212
$25.1K
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
SELL
|
- |
-36- 0.71% |
$2.41K - $2.98K
|
5.05K
$599K
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-39- 7.32% |
$2.61K - $3.22K
|
494
$58.6K
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-45Closed |
$3.01K - $3.72K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-45- 0.99% |
$3.01K - $3.72K
|
4.5K
$534K
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-49- 0.15% |
$3.28K - $4.05K
|
32.8K
$3.89M
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
SELL
|
- |
-50- 0.28% |
$3.35K - $4.13K
|
17.5K
$2.08M
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-53- 15.32% |
$3.55K - $4.38K
|
293
$34.7K
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-53- 0.37% |
$3.55K - $4.38K
|
14.5K
$1.71M
|
|
Nov 18, 2022
Q4 2021
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-55- 0.12% |
$3.68K - $4.55K
|
44K
$5.21M
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-58- 16.38% |
$3.88K - $4.8K
|
296
$35.1K
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
SELL
|
- |
-59- 1.23% |
$3.95K - $4.88K
|
4.74K
$562K
|
|
Feb 08, 2022
Q4 2021
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-60- 0.33% |
$4.02K - $4.96K
|
18K
$2.14M
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-60- 55.05% |
$4.02K - $4.96K
|
49
$5.81K
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-67- 1.69% |
$4.48K - $5.54K
|
3.9K
$462K
|
|
Apr 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-67- 0.58% |
$4.48K - $5.54K
|
11.5K
$1.36M
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-68- 86.08% |
$4.55K - $5.62K
|
11
$1.3K
|
|
Feb 14, 2022
Q4 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-68- 2.22% |
$4.55K - $5.62K
|
3K
$356K
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-69- 0.93% |
$4.62K - $5.71K
|
7.33K
$870K
|
|
Feb 03, 2022
Q4 2021
|
Kbc Group Nv
|
SELL
|
- |
-74- 0.1% |
$4.95K - $6.12K
|
75.3K
$8.93M
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-75Closed |
$5.02K - $6.2K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-79- 12.64% |
$5.29K - $6.53K
|
546
$64.8K
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-83- 2.6% |
$5.56K - $6.86K
|
3.11K
$369K
|
|
Feb 08, 2022
Q4 2021
|
Becker Capital Management Inc
|
SELL
|
- |
-86- 0.51% |
$5.76K - $7.11K
|
16.9K
$2M
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-87- 81.31% |
$5.82K - $7.19K
|
20
$2.37K
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
SELL
|
- |
-89- 7.66% |
$5.96K - $7.36K
|
1.07K
$127K
|
|
Jan 05, 2022
Q4 2021
|
Fulton Bank, N.A.
|
SELL
|
- |
-91- 0.68% |
$6.09K - $7.52K
|
13.2K
$1.57M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-93- 0.62% |
$6.23K - $7.69K
|
15K
$1.78M
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-95- 1.75% |
$6.36K - $7.86K
|
5.34K
$634K
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-98- 0.02% |
$6.56K - $8.1K
|
438K
$51.9M
|
|
Jan 24, 2022
Q4 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-100- 86.96% |
$6.69K - $8.27K
|
15
$1.78K
|
|
Feb 23, 2022
Q4 2021
|
Essex Savings Bank
|
SELL
|
- |
-108- 3.0% |
$7.23K - $8.93K
|
3.49K
$414K
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-113- 9.9% |
$7.56K - $9.34K
|
1.03K
$122K
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-115- 6.64% |
$7.7K - $9.51K
|
1.62K
$192K
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-117- 3.4% |
$7.83K - $9.67K
|
3.33K
$395K
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-122- 31.69% |
$8.17K - $10.1K
|
263
$31.2K
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-123- 4.58% |
$8.23K - $10.2K
|
2.56K
$304K
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-125- 2.8% |
$8.37K - $10.3K
|
4.34K
$515K
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
SELL
|
- |
-125- 4.02% |
$8.37K - $10.3K
|
2.98K
$354K
|
|
Feb 03, 2022
Q4 2021
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-126- 1.34% |
$8.43K - $10.4K
|
9.27K
$1.1M
|