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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-39- 0.03% |
$4.24K - $5.54K
|
133K
$18.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-39- 1.81% |
$4.24K - $5.54K
|
2.11K
$289K
|
|
|
Jan 11, 2023
Q4 2022
|
Legacy Bridge, LLC
|
SELL
|
- |
-40- 0.41% |
$4.35K - $5.68K
|
9.64K
$1.32M
|
|
|
Jan 19, 2023
Q4 2022
|
Farmers Trust CO
|
SELL
|
- |
-40- 1.55% |
$4.35K - $5.68K
|
2.54K
$347K
|
|
|
Jan 19, 2023
Q4 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-40- 8.26% |
$4.35K - $5.68K
|
444
$60.7K
|
|
|
Jan 30, 2023
Q4 2022
|
Kendall Capital Management
|
SELL
|
- |
-40- 0.46% |
$4.35K - $5.68K
|
8.72K
$1.19M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-40- 1.95% |
$4.35K - $5.68K
|
2.01K
$276K
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-41- 1.2% |
$4.46K - $5.82K
|
3.38K
$463K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-42- 3.21% |
$4.56K - $5.96K
|
1.27K
$173K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-43- 13.23% |
$4.67K - $6.1K
|
282
$38.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-43- 0.61% |
$4.67K - $6.1K
|
7.06K
$966K
|
|
|
Feb 02, 2023
Q4 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-45- 1.65% |
$4.89K - $6.39K
|
2.69K
$367K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-49- 0.3% |
$5.33K - $6.96K
|
16.2K
$2.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-49- 2.31% |
$5.33K - $6.96K
|
2.07K
$283K
|
|
|
Feb 14, 2023
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-50- 1.5% |
$5.43K - $7.1K
|
3.28K
$448K
|
|
|
Feb 14, 2023
Q4 2022
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-50- 1.04% |
$5.43K - $7.1K
|
4.75K
$650K
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-50- 0.83% |
$5.43K - $7.1K
|
6K
$821K
|
|
|
Oct 09, 2024
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-50- 1.16% |
$5.43K - $7.1K
|
4.28K
$585K
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-52- 2.12% |
$5.65K - $7.38K
|
2.41K
$329K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-53- 2.43% |
$5.76K - $7.52K
|
2.13K
$292K
|
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-54- 0.86% |
$5.87K - $7.67K
|
6.23K
$852K
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-55- 2.56% |
$5.98K - $7.81K
|
2.1K
$287K
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-60- 3.06% |
$6.52K - $8.52K
|
1.9K
$260K
|
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
SELL
|
- |
-60- 2.75% |
$6.52K - $8.52K
|
2.12K
$290K
|
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-60- 0.79% |
$6.52K - $8.52K
|
7.51K
$1.03M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-60- 2.08% |
$6.52K - $8.52K
|
2.83K
$387K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-62- 2.32% |
$6.74K - $8.8K
|
2.62K
$358K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-63- 0.85% |
$6.85K - $8.94K
|
7.37K
$1.01M
|
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-65- 1.18% |
$7.06K - $9.23K
|
5.43K
$743K
|
|
|
Jan 25, 2023
Q4 2022
|
Mathes Company, Inc.
|
SELL
|
- |
-65- 0.27% |
$7.06K - $9.23K
|
23.8K
$3.26M
|
|
|
Jan 18, 2023
Q4 2022
|
Advocate Group LLC
|
SELL
|
- |
-66- 2.28% |
$7.17K - $9.37K
|
2.83K
$386K
|
|
|
Feb 01, 2023
Q4 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-70- 2.69% |
$7.61K - $9.94K
|
2.54K
$347K
|
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-72- 1.48% |
$7.82K - $10.2K
|
4.8K
$657K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-74- 1.66% |
$8.04K - $10.5K
|
4.4K
$601K
|
|
|
Feb 02, 2023
Q4 2022
|
X Square Capital, LLC
|
SELL
|
- |
-75- 0.5% |
$8.15K - $10.6K
|
14.9K
$2.04M
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-75- 0.55% |
$8.15K - $10.6K
|
13.5K
$1.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-75- 0.3% |
$8.15K - $10.6K
|
25K
$3.42M
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-85- 3.15% |
$9.24K - $12.1K
|
2.61K
$357K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-87- 2.43% |
$9.46K - $12.3K
|
3.49K
$478K
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-90- 7.38% |
$9.78K - $12.8K
|
1.13K
$155K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-91- 4.77% |
$9.89K - $12.9K
|
1.82K
$249K
|
|
|
Jan 20, 2023
Q4 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-94- 3.99% |
$10.2K - $13.3K
|
2.26K
$309K
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-98- 3.94% |
$10.7K - $13.9K
|
2.39K
$327K
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-100- 0.73% |
$10.9K - $14.2K
|
13.7K
$1.87M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-102- 5.39% |
$11.1K - $14.5K
|
1.79K
$245K
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-105- 3.02% |
$11.4K - $14.9K
|
3.38K
$462K
|
|
|
Feb 17, 2023
Q4 2022
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-105- 0.17% |
$11.4K - $14.9K
|
60.8K
$8.32M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-110- 3.11% |
$12K - $15.6K
|
3.43K
$469K
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-110- 1.88% |
$12K - $15.6K
|
5.74K
$786K
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-111- 37.88% |
$12.1K - $15.8K
|
182
$24.9K
|