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 01, 2023
Q4 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
863+ 95.15% |
$93.8K - $123K
|
1.77K
$236K
|
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
851+ 12.16% |
$92.5K - $121K
|
7.85K
$1.04M
|
|
|
Jan 19, 2023
Q4 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
850+ 2.33% |
$92.4K - $121K
|
37.3K
$4.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
825+ 31.65% |
$89.7K - $117K
|
3.43K
$457K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
825+ 30.63% |
$89.7K - $117K
|
3.52K
$468K
|
|
|
Jan 26, 2023
Q4 2022
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
785+ 7.11% |
$85.3K - $111K
|
11.8K
$1.57M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
783+ 1.96% |
$85.1K - $111K
|
40.7K
$5.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
775+ 20.38% |
$84.2K - $110K
|
4.58K
$609K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
759New |
$82.5K - $108K
|
759
$101K
|
|
|
Jan 18, 2023
Q4 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
750+ 3.23% |
$81.5K - $106K
|
24K
$3.19M
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
734+ 5.42% |
$79.8K - $104K
|
14.3K
$1.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
726+ 27.43% |
$78.9K - $103K
|
3.37K
$449K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
719+ 15.72% |
$78.1K - $102K
|
5.29K
$705K
|
|
|
Feb 14, 2023
Q4 2022
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
708+ 44.73% |
$76.9K - $101K
|
2.29K
$305K
|
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
698+ 0.13% |
$75.9K - $99.1K
|
553K
$73.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
693+ 4.75% |
$75.3K - $98.4K
|
15.3K
$2.03M
|
|
|
Feb 17, 2023
Q4 2022
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
693+ 0.09% |
$75.3K - $98.4K
|
750K
$99.8M
|
|
|
Feb 23, 2023
Q4 2022
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
693+ 0.09% |
$75.3K - $98.4K
|
750K
$99.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
690+ 7.92% |
$75K - $97.9K
|
9.4K
$1.25M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
689+ 19.55% |
$74.9K - $97.8K
|
4.21K
$561K
|
|
|
Feb 08, 2023
Q4 2022
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
650+ 10.12% |
$70.6K - $92.3K
|
7.08K
$942K
|
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
642+ 10.12% |
$69.8K - $91.1K
|
6.99K
$930K
|
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
637+ 2.37% |
$69.2K - $90.4K
|
27.5K
$3.66M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
635+ 8.47% |
$69K - $90.1K
|
8.13K
$1.08M
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
614+ 18.0% |
$66.7K - $87.2K
|
4.03K
$536K
|
|
|
Jan 12, 2023
Q4 2022
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
600+ 1.27% |
$65.2K - $85.2K
|
47.7K
$6.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
598+ 9.01% |
$65K - $84.9K
|
7.23K
$963K
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
594+ 4.79% |
$64.6K - $84.3K
|
13K
$1.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
588+ 2.39% |
$63.9K - $83.5K
|
25.2K
$3.35M
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
586+ 27.6% |
$63.7K - $83.2K
|
2.71K
$361K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
563+ 6.97% |
$61.2K - $79.9K
|
8.64K
$1.15M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
559+ 14.46% |
$60.8K - $79.4K
|
4.43K
$589K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
551+ 24.17% |
$59.9K - $78.2K
|
2.83K
$377K
|
|
|
Feb 10, 2023
Q4 2022
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
549New |
$59.7K - $77.9K
|
549
$73.1K
|
|
|
Jan 26, 2023
Q4 2022
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
540+ 93.1% |
$58.7K - $76.7K
|
1.12K
$149K
|
|
|
Feb 03, 2023
Q4 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
533+ 10.01% |
$57.9K - $75.7K
|
5.86K
$780K
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
518+ 5.15% |
$56.3K - $73.5K
|
10.6K
$1.41M
|
|
|
Feb 10, 2023
Q4 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
515+ 63.19% |
$56K - $73.1K
|
1.33K
$177K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
512+ 6.45% |
$55.6K - $72.7K
|
8.46K
$1.13M
|
|
|
Jan 17, 2023
Q4 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
510+ 19.35% |
$55.4K - $72.4K
|
3.15K
$419K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
509+ 12.68% |
$55.3K - $72.3K
|
4.52K
$602K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
502+ 8.54% |
$54.6K - $71.3K
|
6.38K
$849K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
BUY
|
- |
500+ 13.61% |
$54.3K - $71K
|
4.17K
$555K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
496+ 6.98% |
$53.9K - $70.4K
|
7.6K
$1.01M
|
|
|
Feb 06, 2023
Q4 2022
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
486+ 2.47% |
$52.8K - $69K
|
20.2K
$2.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
461+ 10.21% |
$50.1K - $65.4K
|
4.98K
$662K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
458+ 4.42% |
$49.8K - $65K
|
10.8K
$1.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
455+ 12.01% |
$49.4K - $64.6K
|
4.24K
$565K
|
|
|
Jan 11, 2023
Q4 2022
|
Cullinan Associates Inc
|
BUY
|
- |
453+ 3.94% |
$49.2K - $64.3K
|
12K
$1.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
444+ 7.92% |
$48.3K - $63K
|
6.05K
$805K
|