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 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
17New |
$1.85K - $2.41K
|
17
$2.26K
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
BUY
|
- |
17+ 0.29% |
$1.85K - $2.41K
|
5.97K
$794K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
17New |
$1.85K - $2.41K
|
17
$2.26K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
17+ 4.63% |
$1.85K - $2.41K
|
384
$51.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
17+ 0.14% |
$1.85K - $2.41K
|
12.3K
$1.63M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
16New |
$1.74K - $2.27K
|
16
$2.13K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
16+ 16.0% |
$1.74K - $2.27K
|
116
$15.4K
|
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.68% |
$1.74K - $2.27K
|
2.36K
$314K
|
|
|
Feb 13, 2023
Q4 2022
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
16+ 0.16% |
$1.74K - $2.27K
|
10.2K
$1.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
16+ 0.73% |
$1.74K - $2.27K
|
2.2K
$293K
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
16+ 0.32% |
$1.74K - $2.27K
|
4.94K
$658K
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
15+ 0.13% |
$1.63K - $2.13K
|
11.7K
$1.56M
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
14New |
$1.52K - $1.99K
|
14
$1.86K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14+ 0.46% |
$1.52K - $1.99K
|
3.07K
$409K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
14+ 0.23% |
$1.52K - $1.99K
|
6.06K
$807K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
13+ 2.56% |
$1.41K - $1.85K
|
520
$69.2K
|
|
|
Jan 23, 2023
Q4 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
13+ 0.49% |
$1.41K - $1.85K
|
2.65K
$352K
|
|
|
Jan 24, 2023
Q4 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
13+ 0.37% |
$1.41K - $1.85K
|
3.57K
$475K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
13+ 0.77% |
$1.41K - $1.85K
|
1.69K
$225K
|
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
13New |
$1.41K - $1.85K
|
13
$1.73K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
12New |
$1.3K - $1.7K
|
12
$1.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
11+ 0.21% |
$1.2K - $1.56K
|
5.24K
$697K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
11+ 0.53% |
$1.2K - $1.56K
|
2.08K
$276K
|
|
|
Jan 23, 2023
Q4 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
10+ 0.41% |
$1.09K - $1.42K
|
2.44K
$325K
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
10New |
$1.09K - $1.42K
|
10
$1.33K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
10+ 1.16% |
$1.09K - $1.42K
|
874
$116K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
9+ 0.92% |
$978 - $1.28K
|
987
$131K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 4.39% |
$978 - $1.28K
|
214
$28.5K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
8+ 30.77% |
$869 - $1.14K
|
34
$4.52K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 5.52% |
$869 - $1.14K
|
153
$20.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
8New |
$869 - $1.14K
|
8
$1.06K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
8+ 11.76% |
$869 - $1.14K
|
76
$10.1K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
7New |
$761 - $994
|
7
$932
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
7New |
$761 - $994
|
7
$932
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
BUY
|
- |
5+ 0.17% |
$543 - $710
|
2.91K
$387K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
5+ 0.77% |
$543 - $710
|
653
$86.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
5+ 0.16% |
$543 - $710
|
3.13K
$417K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
5New |
$543 - $710
|
5
$665
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5+ 100.0% |
$543 - $710
|
10
$1.33K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
5+ 0.21% |
$543 - $710
|
2.4K
$320K
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
5+ 0.09% |
$543 - $710
|
5.52K
$734K
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
4+ 1.56% |
$435 - $568
|
261
$34.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
4+ 0.12% |
$435 - $568
|
3.26K
$434K
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
4+ 0.19% |
$435 - $568
|
2.08K
$277K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
4+ 0.95% |
$435 - $568
|
425
$56.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.13% |
$435 - $568
|
3.2K
$426K
|
|
|
Feb 02, 2023
Q4 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
4+ 0.2% |
$435 - $568
|
1.98K
$263K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
4+ 0.43% |
$435 - $568
|
925
$123K
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
3+ 0.1% |
$326 - $426
|
3.08K
$410K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.76% |
$217 - $284
|
265
$35.3K
|