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
|
Assetmark, Inc
|
BUY
|
- |
765+ 103.24% |
$51.2K - $63.3K
|
1.51K
$179K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
745+ 9.3% |
$49.9K - $61.6K
|
8.76K
$1.04M
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
735+ 12.37% |
$49.2K - $60.8K
|
6.68K
$792K
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
730+ 2.82% |
$48.9K - $60.4K
|
26.6K
$3.16M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
728+ 14.4% |
$48.7K - $60.2K
|
5.78K
$686K
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
716+ 9.04% |
$47.9K - $59.2K
|
8.63K
$1.02M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
709+ 2.2% |
$47.5K - $58.6K
|
32.9K
$3.9M
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
694New |
$46.5K - $57.4K
|
694
$82.3K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
690+ 15.23% |
$46.2K - $57.1K
|
5.22K
$619K
|
|
|
Jan 25, 2022
Q4 2021
|
Moseley Investment Management Inc
|
BUY
|
- |
683+ 3.85% |
$45.7K - $56.5K
|
18.4K
$2.18M
|
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
673+ 11.11% |
$45.1K - $55.7K
|
6.73K
$798K
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
657+ 2.7% |
$44K - $54.3K
|
25K
$2.96M
|
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
BUY
|
- |
627+ 17.38% |
$42K - $51.8K
|
4.23K
$502K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
625+ 125.0% |
$41.8K - $51.7K
|
1.13K
$133K
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
624+ 2.52% |
$41.8K - $51.6K
|
25.3K
$3.01M
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
612+ 6.97% |
$41K - $50.6K
|
9.39K
$1.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
611+ 3.49% |
$40.9K - $50.5K
|
18.1K
$2.15M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
609+ 5.87% |
$40.8K - $50.4K
|
11K
$1.3M
|
|
|
Jan 19, 2022
Q4 2021
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
600+ 11.39% |
$40.2K - $49.6K
|
5.87K
$696K
|
|
|
Jan 19, 2022
Q4 2021
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
579+ 6.43% |
$38.8K - $47.9K
|
9.58K
$1.14M
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
577+ 5.59% |
$38.6K - $47.7K
|
10.9K
$1.29M
|
|
|
Aug 08, 2022
Q4 2021
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
571New |
$38.2K - $47.2K
|
571
$67.7K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
568+ 12.05% |
$38K - $47K
|
5.28K
$626K
|
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
BUY
|
- |
567+ 22.21% |
$38K - $46.9K
|
3.12K
$370K
|
|
|
Jan 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
566+ 8.91% |
$37.9K - $46.8K
|
6.92K
$820K
|
|
|
Feb 08, 2022
Q4 2021
|
Profund Advisors LLC
|
BUY
|
- |
556+ 2.8% |
$37.2K - $46K
|
20.4K
$2.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
555+ 9.8% |
$37.2K - $45.9K
|
6.22K
$738K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
555+ 9.8% |
$37.2K - $45.9K
|
6.22K
$738K
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
BUY
|
- |
550+ 10.07% |
$36.8K - $45.5K
|
6.01K
$713K
|
|
|
Feb 02, 2022
Q4 2021
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
550New |
$36.8K - $45.5K
|
550
$65.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
541New |
$36.2K - $44.7K
|
541
$64.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
539+ 12.28% |
$36.1K - $44.6K
|
4.93K
$584K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
535New |
$35.8K - $44.2K
|
535
$63.4K
|
|
|
Jan 11, 2022
Q4 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
523+ 8.24% |
$35K - $43.2K
|
6.87K
$815K
|
|
|
Feb 11, 2022
Q4 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
522+ 10.95% |
$34.9K - $43.2K
|
5.29K
$627K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
521+ 31.42% |
$34.9K - $43.1K
|
2.18K
$258K
|
|
|
Jan 27, 2022
Q4 2021
|
Unison Advisors LLC
|
BUY
|
- |
514+ 1.67% |
$34.4K - $42.5K
|
31.3K
$3.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
500New |
$33.5K - $41.3K
|
500
$59.3K
|
|
|
Jan 31, 2022
Q4 2021
|
Eads & Heald Wealth Management
|
BUY
|
- |
500+ 9.08% |
$33.5K - $41.3K
|
6.01K
$712K
|
|
|
Jan 07, 2022
Q4 2021
|
Cullinan Associates Inc
|
BUY
|
- |
500+ 3.07% |
$33.5K - $41.3K
|
16.8K
$1.99M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
475New |
$31.8K - $39.3K
|
475
$56.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
461+ 1.45% |
$30.9K - $38.1K
|
32.3K
$3.83M
|
|
|
Feb 15, 2022
Q4 2021
|
Energy Opportunities Capital Management, LLC
Austin, TX |
BUY
|
- |
450+ 2.89% |
$30.1K - $37.2K
|
16K
$1.9M
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
431+ 3.01% |
$28.9K - $35.6K
|
14.8K
$1.75M
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
427+ 53.37% |
$28.6K - $35.3K
|
1.23K
$146K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
423+ 9.68% |
$28.3K - $35K
|
4.79K
$568K
|
|
|
Jan 18, 2022
Q4 2021
|
Ballast, Inc.
|
BUY
|
- |
416+ 4.44% |
$27.8K - $34.4K
|
9.78K
$1.16M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
415+ 5.51% |
$27.8K - $34.3K
|
7.94K
$942K
|
|
|
Jan 12, 2022
Q4 2021
|
West Oak Capital, LLC
|
BUY
|
- |
400New |
$26.8K - $33.1K
|
400
$47.4K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Capital Management LLC
|
BUY
|
- |
381+ 2.93% |
$25.5K - $31.5K
|
13.4K
$1.59M
|