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 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
2.87KNew |
$312K - $408K
|
2.87K
$382K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.82K+ 16.23% |
$306K - $400K
|
20.2K
$2.68M
|
|
|
Feb 08, 2023
Q4 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.77K+ 81.38% |
$301K - $393K
|
6.17K
$821K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.71K+ 140.79% |
$294K - $384K
|
4.63K
$616K
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
BUY
|
- |
2.68KNew |
$291K - $380K
|
2.68K
$356K
|
|
|
Feb 02, 2023
Q4 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
2.61KNew |
$284K - $370K
|
2.61K
$347K
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
2.61K+ 39.6% |
$283K - $370K
|
9.19K
$1.22M
|
|
|
Jan 24, 2023
Q4 2022
|
Matrix Trust CO
|
BUY
|
- |
2.6K+ 36.03% |
$283K - $369K
|
9.82K
$1.31M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.58K+ 9.79% |
$280K - $366K
|
28.9K
$3.84M
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.57K+ 128.14% |
$280K - $365K
|
4.58K
$610K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.56K+ 3.15% |
$279K - $364K
|
83.9K
$11.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
2.56KNew |
$278K - $364K
|
2.56K
$341K
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
BUY
|
- |
2.54KNew |
$276K - $361K
|
2.54K
$338K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.53K+ 36.97% |
$275K - $360K
|
9.38K
$1.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
2.52K+ 7.54% |
$274K - $358K
|
35.9K
$4.78M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.48KNew |
$270K - $352K
|
2.48K
$330K
|
|
|
Feb 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.48KNew |
$270K - $352K
|
2.48K
$330K
|
|
|
Feb 10, 2023
Q4 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.47K+ 1.04% |
$268K - $350K
|
239K
$31.8M
|
|
|
May 31, 2023
Q4 2022
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
2.46KNew |
$267K - $348K
|
2.46K
$327K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
2.44KNew |
$265K - $346K
|
2.44K
$324K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
2.41KNew |
$262K - $342K
|
2.41K
$320K
|
|
|
Jan 30, 2023
Q4 2022
|
Narwhal Capital Management
|
BUY
|
- |
2.38K+ 8.92% |
$259K - $338K
|
29.1K
$3.87M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.35KNew |
$256K - $334K
|
2.35K
$313K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
2.34K+ 33.52% |
$254K - $332K
|
9.32K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Winton Group LTD
London, X0 |
BUY
|
- |
2.31K+ 59.95% |
$251K - $328K
|
6.16K
$820K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.3KNew |
$250K - $327K
|
2.3K
$307K
|
|
|
Feb 07, 2023
Q4 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
2.3K+ 131.19% |
$250K - $327K
|
4.06K
$540K
|
|
|
Jan 10, 2023
Q4 2022
|
Churchill Management Corp
|
BUY
|
- |
2.29K+ 1.75% |
$249K - $325K
|
133K
$17.7M
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
2.28KNew |
$247K - $323K
|
2.28K
$303K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.27K+ 10.14% |
$246K - $322K
|
24.6K
$3.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2.19KNew |
$238K - $310K
|
2.19K
$291K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.19K+ 15.13% |
$238K - $310K
|
16.6K
$2.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
2.17K+ 29.3% |
$236K - $308K
|
9.59K
$1.28M
|
|
|
Feb 03, 2023
Q4 2022
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
2.15KNew |
$234K - $306K
|
2.15K
$287K
|
|
|
Feb 09, 2023
Q4 2022
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
2.15K+ 2523.53% |
$233K - $304K
|
2.23K
$297K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.11KNew |
$230K - $300K
|
2.11K
$281K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.11KNew |
$229K - $299K
|
2.11K
$280K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.11KNew |
$229K - $299K
|
2.11K
$280K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.1KNew |
$228K - $298K
|
2.1K
$279K
|
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
BUY
|
- |
2.08K+ 9.34% |
$226K - $295K
|
24.3K
$3.24M
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.04K+ 1.24% |
$222K - $290K
|
167K
$22.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
2.02KNew |
$219K - $286K
|
2.02K
$268K
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.01KNew |
$218K - $285K
|
2.01K
$267K
|
|
|
Jan 24, 2023
Q4 2022
|
Covenant Asset Management, LLC
|
BUY
|
- |
2K+ 15.53% |
$217K - $284K
|
14.9K
$1.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2KNew |
$217K - $284K
|
2K
$266K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.96K+ 8.85% |
$213K - $278K
|
24K
$3.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
1.95KNew |
$212K - $276K
|
1.95K
$259K
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.94KNew |
$210K - $275K
|
1.94K
$258K
|
|
|
Feb 03, 2023
Q4 2022
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
1.92K+ 3.17% |
$209K - $273K
|
62.5K
$8.32M
|
|
|
Feb 09, 2023
Q4 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.92KNew |
$208K - $272K
|
1.92K
$255K
|