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Valero Energy
VLO

Overview Fund Activity

1,451 hedge funds and large institutions have $35.4B invested in Valero Energy in 2025 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 528 increasing their positions, 547 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,451
Holders Change
+3
Holders Change %
+0.21%
% of All Funds
19.45%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
142
Increased
528
Reduced
547
Closed
111
Calls
$635M
Puts
$660M
Net Calls
-$25.6M
Net Calls Change
+$102M

Top Buyers

1
Geode Capital Management
Geode Capital Management
Massachusetts
+$156M
2
BlackRock
BlackRock
New York
+$137M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$114M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$107M
5
Victory Capital Management
Victory Capital Management
Texas
+$74.8M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$189M
2
NL
Nuveen LLC
North Carolina
-$171M
3
State Street
State Street
Massachusetts
-$112M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$106M
5
Invesco
Invesco
Georgia
-$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
551
Ritholtz Wealth Management
New York
$1.47M -$48.3K -359 -3%
AWM
552
Apollon Wealth Management
South Carolina
$1.47M +$381K +2,831 +35%
SWM
553
SeaCrest Wealth Management
New York
$1.46M -$34.3K -255 -2%
AFS
554
Access Financial Services
Minnesota
$1.45M +$6.18K +46 +0.4%
BA
555
BCM Advisors
Louisiana
$1.45M – – –
CA
556
Clearstead Advisors
Ohio
$1.44M +$135K +1,007 +10%
AIA
557
Affinity Investment Advisors
California
$1.44M +$96.6K +719 +7%
EIP
558
Energy Income Partners
Connecticut
$1.43M -$25.4K -189 -2%
TF
559
Threadgill Financial
Texas
$1.42M – – –
JWCA
560
J.W. Cole Advisors
Florida
$1.42M +$296K +2,199 +26%
HA
561
Heartland Advisors
Wisconsin
$1.42M -$2.15M -16,024 -60%
HT
562
Heritage Trust
Oklahoma
$1.41M +$43.1K +321 +3%
CA
563
Commerzbank Aktiengesellschaft
Germany
$1.41M +$465K +3,458 +49%
BFG
564
Bleakley Financial Group
New Jersey
$1.4M +$1.4M +10,431 New
DILIC
565
Dai-ichi Life Insurance Company
Japan
$1.4M -$727K -5,406 -34%
MNBTD
566
Moody National Bank Trust Division
Texas
$1.39M -$13.3K -99 -1%
EH
567
Equitable Holdings
New York
$1.38M +$168K +1,250 +14%
PGFC
568
Peapack-Gladstone Financial Corp
New Jersey
$1.38M -$129K -958 -9%
KWM
569
Kingsview Wealth Management
Oregon
$1.38M -$42.7K -318 -3%
TSS
570
Two Sigma Securities
New York
$1.37M +$1.37M +10,210 New
QIM
571
Quantitative Investment Management
Virginia
$1.37M +$1.37M +10,188 New
USCWA
572
U.S. Capital Wealth Advisors
Texas
$1.37M -$588K -4,377 -30%
MC
573
Moors & Cabot
Massachusetts
$1.36M -$193K -1,435 -12%
Bessemer Group
574
Bessemer Group
New Jersey
$1.35M -$305K -2,268 -18%
NMIMC
575
Northwestern Mutual Investment Management Company
Wisconsin
$1.34M -$10.5K -78 -0.8%
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