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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 %
MSA
651
Marino Stram & Associates
Massachusetts
$1.03M -$8.34K -68 -0.8%
CA
652
Commerzbank Aktiengesellschaft
Germany
$1.03M +$239K +1,999 +30%
AF
653
Allworth Financial
California
$1.03M -$6.08K -45 -0.6%
DWA
654
Douglass Winthrop Advisors
New York
$1.03M – – –
Envestnet Portfolio Solutions
655
Envestnet Portfolio Solutions
Illinois
$1.02M -$1.35M -10,977 -57%
BWM
656
Buckley Wealth Management
Nevada
$1.01M +$127K +1,040 +14%
SFI
657
SPC Financial Inc
Maryland
$1.01M +$36.7K +299 +4%
CB
658
Cadence Bank
Mississippi
$1.01M +$31.5K +257 +3%
CS
659
Crescent Sterling
Louisiana
$1.01M -$48.4K -395 -5%
SIP
660
Stoneridge Investment Partners
Pennsylvania
$1M -$12.3K -100 -1%
TAM
661
Tocqueville Asset Management
New York
$1,000K +$20.1K +164 +2%
CWS
662
Confluence Wealth Services
Pennsylvania
$998K -$94.8K -674 -9%
JSL
663
JT Stratford LLC
Georgia
$997K -$6.13K -50 -0.6%
NAAA
664
New Age Alpha Advisors
New York
$997K +$997K +8,131 New
FUBT
665
First United Bank & Trust
Maryland
$994K -$7.48K -61 -0.7%
BCM
666
BluePath Capital Management
Georgia
$991K +$278K +2,082 +39%
BCM
667
Brookstone Capital Management
Illinois
$990K +$84.5K +689 +9%
SPC
668
Sigma Planning Corp
Michigan
$986K +$58.4K +476 +6%
WI
669
Wahed Invest
New York
$974K +$23.2K +189 +2%
BA
670
Ballew Advisors
Mississippi
$973K – – –
CCM
671
Coldstream Capital Management
Washington
$972K -$28.9K -236 -3%
KCM
672
Kornitzer Capital Management
Kansas
$968K -$4.9K -40 -0.5%
FPAS
673
Focus Partners Advisor Solutions
Missouri
$967K +$546K +4,456 +130%
FMB
674
Field & Main Bank
Kentucky
$967K +$4.29K +35 +0.4%
KRSITF
675
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$963K +$485K +9,621 +101%
25 26
27
28 29