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Valero Energy
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Overview Fund Activity

1,457 hedge funds and large institutions have $32.9B invested in Valero Energy in 2024 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 489 increasing their positions, 567 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,457
Holders Change
+25
Holders Change %
+1.75%
% of All Funds
19.39%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
190
Increased
489
Reduced
567
Closed
139
Calls
$925M
Puts
$956M
Net Calls
-$30.6M
Net Calls Change
-$659M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$589M
2
Citadel Advisors
Citadel Advisors
Florida
+$154M
3
BlackRock
BlackRock
New York
+$88.5M
4
UBS Group
UBS Group
Switzerland
+$75.8M
5
Northern Trust
Northern Trust
Illinois
+$64.9M

Top Sellers

1
State Street
State Street
Massachusetts
-$147M
2
IAIM
International Assets Investment Management
Florida
-$131M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$118M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$109M
5
Morgan Stanley
Morgan Stanley
New York
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
LB
626
Legacy Bridge
Iowa
$1.16M – – –
CT
627
Coastline Trust
Rhode Island
$1.15M -$438K -3,572 -28%
FHA
628
Flagship Harbor Advisors
Massachusetts
$1.14M -$219K -1,789 -16%
BFM
629
Boothbay Fund Management
New York
$1.14M +$1.14M +9,280 New
AWE
630
Avidian Wealth Enterprises
Texas
$1.13M -$13.4K -109 -1%
SC
631
Sapient Capital
Indiana
$1.12M -$267K -2,179 -19%
CI Investments Inc
632
CI Investments Inc
Ontario, Canada
$1.11M +$250K +2,037 +29%
DFCM
633
Dark Forest Capital Management
Puerto Rico
$1.1M +$860K +7,017 +352%
ARG
634
Advisory Resource Group
Oklahoma
$1.1M +$5.39K +44 +0.5%
SCP
635
Shorepoint Capital Partners
Massachusetts
$1.1M -$138K -1,127 -11%
CNBTD
636
Citizens National Bank Trust Department
Mississippi
$1.1M -$4.29K -35 -0.4%
WJWM
637
Williams Jones Wealth Management
New York
$1.1M -$502K -4,095 -31%
Fayez Sarofim & Co
638
Fayez Sarofim & Co
Texas
$1.09M +$216K +1,765 +25%
PCA
639
Peddock Capital Advisors
Massachusetts
$1.09M -$55.8K -455 -5%
PWA
640
Providence Wealth Advisors
Illinois
$1.09M +$11.5K +94 +1%
FIM
641
Freedom Investment Management
Connecticut
$1.08M -$40.9K -334 -4%
HC
642
Hara Capital
Washington
$1.08M +$539K +4,395 +100%
ACA
643
Aptus Capital Advisors
Alabama
$1.08M +$392K +3,198 +57%
SW
644
SteelPeak Wealth
California
$1.07M -$4.52M -36,863 -81%
GI
645
GAMMA Investing
California
$1.07M -$73.4K -599 -6%
I
646
INVST
Indiana
$1.07M -$73.3K -598 -6%
CA
647
Clearstead Advisors
Ohio
$1.07M +$50.1K +409 +5%
CI
648
CX Institutional
Indiana
$1.06M +$86.1K +702 +9%
GSB
649
Greenfield Savings Bank
Massachusetts
$1.05M -$145K -1,184 -12%
MWM
650
MFG Wealth Management
Indiana
$1.04M +$1.04M +8,495 New
24 25
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