Purchases and Sales Made in Q2 2022 in Valero Energy Corp (VLO)
This table provides information about the institutional ownership of Valero Energy Corp (VLO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2022
Q2 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
260+ 1.77% |
$26.2K - $37.7K
|
15K
$1.88M
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
257+ 32.95% |
$25.9K - $37.3K
|
1.04K
$130K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
250+ 5.51% |
$25.2K - $36.3K
|
4.79K
$599K
|
|
|
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
236+ 11.01% |
$23.8K - $34.2K
|
2.38K
$298K
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
225+ 3.78% |
$22.7K - $32.6K
|
6.18K
$774K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
206New |
$20.8K - $29.9K
|
206
$25.8K
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
206+ 18.01% |
$20.8K - $29.9K
|
1.35K
$169K
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
203+ 1.34% |
$20.5K - $29.5K
|
15.4K
$1.93M
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
203+ 7.21% |
$20.5K - $29.5K
|
3.02K
$378K
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
203+ 7.21% |
$20.5K - $29.5K
|
3.02K
$378K
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
202+ 8.25% |
$20.3K - $29.3K
|
2.65K
$332K
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
- |
200+ 9.1% |
$20.1K - $29K
|
2.4K
$300K
|
|
|
Jul 20, 2022
Q2 2022
|
Canton Hathaway, LLC
|
BUY
|
- |
200New |
$20.1K - $29K
|
200
$25K
|
|
|
Aug 16, 2022
Q2 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
200+ 1.91% |
$20.1K - $29K
|
10.7K
$1.33M
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
BUY
|
- |
187+ 89.47% |
$18.8K - $27.1K
|
396
$49.6K
|
|
|
Aug 10, 2022
Q2 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
183+ 0.07% |
$18.4K - $26.5K
|
246K
$30.9M
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
182New |
$18.3K - $26.4K
|
182
$22.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
180+ 4.61% |
$18.1K - $26.1K
|
4.08K
$511K
|
|
|
Aug 15, 2022
Q2 2022
|
Shay Capital LLC
New York, NY |
BUY
|
- |
180+ 7.76% |
$18.1K - $26.1K
|
2.5K
$313K
|
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
179+ 9.06% |
$18K - $26K
|
2.16K
$270K
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
176+ 7.88% |
$17.7K - $25.5K
|
2.41K
$302K
|
|
|
Aug 05, 2022
Q2 2022
|
X Square Capital, LLC
|
BUY
|
- |
174+ 1.18% |
$17.5K - $25.2K
|
14.9K
$1.87M
|
|
|
Aug 01, 2022
Q2 2022
|
Phoenix Wealth Advisors
|
BUY
|
- |
171+ 5.79% |
$17.2K - $24.8K
|
3.12K
$391K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
171+ 17.76% |
$17.2K - $24.8K
|
1.13K
$142K
|
|
|
Aug 12, 2022
Q2 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
165+ 1.22% |
$16.6K - $23.9K
|
13.7K
$1.71M
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
164+ 5.03% |
$16.5K - $23.8K
|
3.42K
$429K
|
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
162+ 810.0% |
$16.3K - $23.5K
|
182
$22.8K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
160+ 3.15% |
$16.1K - $23.2K
|
5.24K
$656K
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
141+ 4.28% |
$14.2K - $20.5K
|
3.43K
$430K
|
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
140+ 14.33% |
$14.1K - $20.3K
|
1.12K
$140K
|
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
135+ 1.92% |
$13.6K - $19.6K
|
7.16K
$896K
|
|
|
Aug 15, 2022
Q2 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
127New |
$12.8K - $18.4K
|
127
$15.9K
|
|
|
Jul 28, 2022
Q2 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
125+ 2.48% |
$12.6K - $18.1K
|
5.16K
$646K
|
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
125+ 2.01% |
$12.6K - $18.1K
|
6.36K
$796K
|
|
|
Jul 25, 2022
Q2 2022
|
Jackson Square Capital, LLC
|
BUY
|
- |
122+ 2.03% |
$12.3K - $17.7K
|
6.14K
$768K
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
119+ 4.64% |
$12K - $17.3K
|
2.68K
$336K
|
|
|
Jul 28, 2022
Q2 2022
|
True North Advisors, LLC
|
BUY
|
- |
117+ 1.52% |
$11.8K - $17K
|
7.8K
$976K
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
116+ 81.69% |
$11.7K - $16.8K
|
258
$32.3K
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
113+ 4.21% |
$11.4K - $16.4K
|
2.8K
$350K
|
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
110+ 2.73% |
$11.1K - $16K
|
4.13K
$517K
|
|
|
Jul 22, 2022
Q2 2022
|
Sumitomo Life Insurance CO
|
BUY
|
- |
108+ 1.46% |
$10.9K - $15.7K
|
7.53K
$942K
|
|
|
Aug 10, 2022
Q2 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
108+ 0.34% |
$10.9K - $15.7K
|
32.3K
$4.04M
|
|
|
Jul 28, 2022
Q2 2022
|
Arizona State Retirement System
|
BUY
|
- |
107+ 0.1% |
$10.8K - $15.5K
|
112K
$14.1M
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
106+ 4.32% |
$10.7K - $15.4K
|
2.56K
$320K
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
102+ 3.24% |
$10.3K - $14.8K
|
3.26K
$407K
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
97+ 27.32% |
$9.77K - $14.1K
|
452
$56.6K
|
|
|
Jul 28, 2022
Q2 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
94+ 4.25% |
$9.47K - $13.6K
|
2.31K
$289K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
94+ 3.28% |
$9.47K - $13.6K
|
2.96K
$371K
|
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
92+ 1.81% |
$9.27K - $13.3K
|
5.18K
$649K
|
|
|
Jul 21, 2022
Q2 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
90New |
$9.07K - $13.1K
|
90
$11.3K
|