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Valero Energy

Name Holding Trade Value Shares
Change
Change in
Stake
KCM
1201
Kennedy Capital Management
Missouri
$201K +$186K +1,493 New
OC
1202
Oakworth Capital
Alabama
$201K -$11.3M -90,529 -98%
PW
1203
PUREfi Wealth
Massachusetts
$200K +$186K +1,490 New
SVWAG
1204
Sound View Wealth Advisors Group
Georgia
$200K +$185K +1,488 New
CSB
1205
City State Bank
Iowa
$196K
AT
1206
Avalon Trust
New Mexico
$195K +$181K +1,451 New
HWA
1207
HHM Wealth Advisors
Tennessee
$188K
1IA
1208
1620 Investment Advisors
Massachusetts
$185K -$249 -2 -0.1%
WOC
1209
West Oak Capital
California
$182K
GM
1210
GeoWealth Management
Illinois
$181K -$1.87K -15 -1%
Fidelity International
1211
Fidelity International
Bermuda
$171K +$159K +1,273 New
HC
1212
Hurley Capital
New York
$169K
CSP
1213
Cary Street Partners
Virginia
$168K -$33.1K -266 -18%
WAS
1214
Winch Advisory Services
Wisconsin
$168K +$18.4K +148 +13%
AAP
1215
Arax Advisory Partners
Colorado
$165K -$47.6K -382 -24%
FCT
1216
First Community Trust
Iowa
$161K
A
1217
AlphaQuest
New York
$160K +$24.3K +195 +20%
CA
1218
CoreCap Advisors
Michigan
$157K +$3.37K +27 +2%
CH
1219
Cromwell Holdings
Wyoming
$156K +$6.48K +52 +5%
CVM
1220
Cheviot Value Management
California
$154K +$374 +3 +0.3%
PWS
1221
Peterson Wealth Services
Utah
$153K -$55.2K -443 -28%
WB
1222
Webster Bank
Connecticut
$152K
SIC
1223
Salem Investment Counselors
North Carolina
$152K -$5.36K -43 -4%
AWM
1224
Atticus Wealth Management
Florida
$151K +$140K +1,127 New
SFCL
1225
Strengthening Families & Communities LLC
Massachusetts
$150K +$997 +8 +0.7%