Purchases and Sales Made in Q4 2022 in Valero Energy Corp (VLO)
This table provides information about the institutional ownership of Valero Energy Corp (VLO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
87+ 0.46% |
$9.46K - $12.3K
|
18.9K
$2.51M
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
85+ 1416.67% |
$9.24K - $12.1K
|
91
$12.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
85+ 134.92% |
$9.24K - $12.1K
|
148
$19.7K
|
|
|
Feb 14, 2023
Q4 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
82+ 0.93% |
$8.91K - $11.6K
|
8.86K
$1.18M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
80+ 1.5% |
$8.69K - $11.4K
|
5.41K
$719K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
75+ 4.86% |
$8.15K - $10.6K
|
1.62K
$215K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
73+ 1.17% |
$7.93K - $10.4K
|
6.3K
$839K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
73+ 5.46% |
$7.93K - $10.4K
|
1.41K
$188K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
72New |
$7.82K - $10.2K
|
72
$9.58K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
72New |
$7.82K - $10.2K
|
72
$9.58K
|
|
|
Jan 19, 2023
Q4 2022
|
First United Bank & Trust
|
BUY
|
- |
67+ 0.74% |
$7.28K - $9.51K
|
9.14K
$1.22M
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
67+ 1.48% |
$7.28K - $9.51K
|
4.6K
$612K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
66+ 45.52% |
$7.17K - $9.37K
|
211
$28.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
66+ 0.9% |
$7.17K - $9.37K
|
7.39K
$983K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
65+ 11.69% |
$7.06K - $9.23K
|
621
$82.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
62+ 1.63% |
$6.74K - $8.8K
|
3.86K
$513K
|
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
60+ 0.12% |
$6.52K - $8.52K
|
51.8K
$6.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
59+ 1.61% |
$6.41K - $8.38K
|
3.73K
$496K
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
59+ 22.26% |
$6.41K - $8.38K
|
324
$43.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
57New |
$6.19K - $8.09K
|
57
$7.59K
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
55+ 366.67% |
$5.98K - $7.81K
|
70
$9.32K
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
51+ 0.88% |
$5.54K - $7.24K
|
5.82K
$775K
|
|
|
Jan 31, 2023
Q4 2022
|
Everence Capital Management Inc
|
BUY
|
- |
50+ 0.13% |
$5.43K - $7.1K
|
39.9K
$5.31M
|
|
|
Feb 13, 2023
Q4 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
49+ 1.64% |
$5.33K - $6.96K
|
3.03K
$403K
|
|
|
Jan 12, 2023
Q4 2022
|
Greenfield Savings Bank
|
BUY
|
- |
48+ 0.52% |
$5.22K - $6.81K
|
9.3K
$1.24M
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
47+ 1.04% |
$5.11K - $6.67K
|
4.55K
$606K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
46+ 7.94% |
$5K - $6.53K
|
625
$83.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
45+ 44.12% |
$4.89K - $6.39K
|
147
$19.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
44New |
$4.78K - $6.25K
|
44
$5.86K
|
|
|
Feb 08, 2023
Q4 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
42+ 0.15% |
$4.56K - $5.96K
|
27.8K
$3.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
41+ 6.81% |
$4.46K - $5.82K
|
643
$85.6K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
37New |
$4.02K - $5.25K
|
37
$4.92K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
36+ 1.7% |
$3.91K - $5.11K
|
2.16K
$287K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
33New |
$3.59K - $4.68K
|
33
$4.39K
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
33+ 1.48% |
$3.59K - $4.68K
|
2.27K
$302K
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
32+ 1.1% |
$3.48K - $4.54K
|
2.95K
$393K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
29New |
$3.15K - $4.12K
|
29
$3.86K
|
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
25+ 0.48% |
$2.72K - $3.55K
|
5.24K
$697K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
25+ 3.13% |
$2.72K - $3.55K
|
825
$110K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
24New |
$2.61K - $3.41K
|
24
$3.19K
|
|
|
Jan 13, 2023
Q4 2022
|
Adirondack Trust CO
|
BUY
|
- |
23+ 0.44% |
$2.5K - $3.26K
|
5.22K
$694K
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
23+ 0.46% |
$2.5K - $3.26K
|
5.05K
$672K
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
BUY
|
- |
22+ 1.03% |
$2.39K - $3.12K
|
2.16K
$287K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
20+ 0.92% |
$2.17K - $2.84K
|
2.19K
$292K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
20New |
$2.17K - $2.84K
|
20
$2.66K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
19+ 0.54% |
$2.06K - $2.7K
|
3.55K
$472K
|
|
|
Jan 18, 2023
Q4 2022
|
Purus Wealth Management, LLC
|
BUY
|
- |
19+ 0.86% |
$2.06K - $2.7K
|
2.22K
$295K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
19+ 10.73% |
$2.06K - $2.7K
|
196
$26.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
18+ 0.55% |
$1.96K - $2.56K
|
3.26K
$434K
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
17+ 0.5% |
$1.85K - $2.41K
|
3.42K
$454K
|