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 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2+ 1.13% |
$217 - $284
|
179
$24.5K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 0.02% |
$109 - $142
|
4.98K
$681K
|
|
|
Jan 23, 2023
Q4 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$109 - $142
|
2.93K
$400K
|
|
|
Feb 02, 2023
Q4 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.02% |
$109 - $142
|
4.58K
$626K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.24% |
$109 - $142
|
416
$56.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.11% |
$109 - $142
|
904
$124K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1+ 0.04% |
$109 - $142
|
2.65K
$363K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1+ 0.21% |
$109 - $142
|
483
$66.1K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.28% |
$109 - $142
|
354
$48.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1- 0.08% |
$109 - $142
|
1.28K
$175K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1- 0.04% |
$109 - $142
|
2.85K
$389K
|
|
|
Feb 22, 2023
Q4 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-2- 0.03% |
$217 - $284
|
5.79K
$792K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-3- 1.7% |
$326 - $426
|
173
$23.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 7.32% |
$326 - $426
|
38
$5.2K
|
|
|
Feb 02, 2023
Q4 2022
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-4- 0.16% |
$435 - $568
|
2.55K
$348K
|
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-5- 0.9% |
$543 - $710
|
552
$75.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-7- 5.93% |
$761 - $994
|
111
$15.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-8- 0.23% |
$869 - $1.14K
|
3.5K
$478K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
SELL
|
- |
-8- 0.39% |
$869 - $1.14K
|
2.07K
$283K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-9- 7.2% |
$978 - $1.28K
|
116
$15.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-9- 0.14% |
$978 - $1.28K
|
6.64K
$909K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-9- 0.12% |
$978 - $1.28K
|
7.36K
$1.01M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-11- 0.23% |
$1.2K - $1.56K
|
4.77K
$652K
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-12- 21.43% |
$1.3K - $1.7K
|
44
$6.02K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-14- 53.85% |
$1.52K - $1.99K
|
12
$1.64K
|
|
|
Feb 13, 2023
Q4 2022
|
Barings LLC
|
SELL
|
- |
-16- 0.02% |
$1.74K - $2.27K
|
68.9K
$9.42M
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-18- 0.26% |
$1.96K - $2.56K
|
6.78K
$927K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-18- 29.51% |
$1.96K - $2.56K
|
43
$5.88K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-19- 7.04% |
$2.06K - $2.7K
|
251
$34.3K
|
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-20- 0.66% |
$2.17K - $2.84K
|
3K
$410K
|
|
|
Jan 13, 2023
Q4 2022
|
Norwood Financial Corp
|
SELL
|
- |
-20- 14.29% |
$2.17K - $2.84K
|
120
$16.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-20- 12.35% |
$2.17K - $2.84K
|
142
$19.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-20Closed |
$2.17K - $2.84K
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
SELL
|
- |
-20- 0.56% |
$2.17K - $2.84K
|
3.55K
$485K
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
SELL
|
- |
-23- 0.21% |
$2.5K - $3.26K
|
10.7K
$1.46M
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-23- 0.33% |
$2.5K - $3.26K
|
6.99K
$956K
|
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-25- 20.0% |
$2.72K - $3.55K
|
100
$13.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-25- 0.9% |
$2.72K - $3.55K
|
2.77K
$379K
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-27- 0.43% |
$2.93K - $3.83K
|
6.18K
$845K
|
|
|
Feb 09, 2023
Q4 2022
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-27- 1.37% |
$2.93K - $3.83K
|
1.94K
$266K
|
|
|
Feb 14, 2023
Q4 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-27- 1.32% |
$2.93K - $3.83K
|
2.03K
$277K
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-30- 0.23% |
$3.26K - $4.26K
|
12.8K
$1.76M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-30- 4.44% |
$3.26K - $4.26K
|
645
$88.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Avitas Wealth Management LLC
|
SELL
|
- |
-31- 0.08% |
$3.37K - $4.4K
|
36.6K
$5.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-31- 0.7% |
$3.37K - $4.4K
|
4.4K
$602K
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-33- 0.92% |
$3.59K - $4.68K
|
3.55K
$486K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-34- 0.48% |
$3.7K - $4.83K
|
7K
$957K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-35- 3.38% |
$3.8K - $4.97K
|
1K
$137K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-36- 56.25% |
$3.91K - $5.11K
|
28
$3.83K
|
|
|
Feb 14, 2023
Q4 2022
|
Core Commodity Management, LLC
Stamford, CT |
SELL
|
- |
-36- 0.22% |
$3.91K - $5.11K
|
16.1K
$2.2M
|