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Valero Energy

1,436 hedge funds and large institutions have $35.1B invested in Valero Energy in 2023 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 508 increasing their positions, 542 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,436
Holders Change
+72
Holders Change %
+5.28%
% of All Funds
21.05%
Holding in Top 10
13
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-50%
% of All Funds
0.19%
New
197
Increased
508
Reduced
542
Closed
109
Calls
$1.05B
Puts
$946M
Net Calls
+$102M
Net Calls Change
+$35.8M
Name Holding Trade Value Shares
Change
Shares
Change %
PCS
701
Personal CFO Solutions
New Jersey
$845K +$111K +853 +15%
CFG
702
Cooper Financial Group
California
$835K +$130K +1,002 +18%
RIL
703
Rothschild Investment LLC
Illinois
$832K +$9.62K +74 +1%
CM
704
Castleark Management
Illinois
$828K -$1.44M -11,070 -63%
PHS
705
Pekin Hardy Strauss
Illinois
$827K -$65K -500 -7%
ACA
706
Atlas Capital Advisors
Wyoming
$825K +$60.6K +466 +8%
PS
707
Principal Securities
Iowa
$818K +$818K +6,291 New
AIP
708
Ameritas Investment Partners
Nebraska
$817K -$38.1K -293 -4%
NAMA
709
Nikko Asset Management Americas
New York
$816K -$396K -3,045 -33%
SP
710
Symmetry Partners
Connecticut
$814K -$1.02M -7,868 -56%
KWA
711
Kingswood Wealth Advisors
California
$809K +$614K +4,721 +314%
FCP
712
Fidelis Capital Partners
Florida
$807K +$118K +909 +17%
PWPS
713
Pinnacle Wealth Planning Services
Ohio
$806K -$390 -3 -0%
FAIM
714
Financial Advocates Investment Management
Washington
$800K +$14.8K +114 +2%
ICA
715
Infrastructure Capital Advisors
New York
$799K +$18.7K +144 +2%
CCM
716
Canal Capital Management
Virginia
$797K -$8.97K -69 -1%
TNBTD
717
Trustmark National Bank Trust Department
Mississippi
$796K -$17.4K -134 -2%
IAN
718
Integrated Advisors Network
Texas
$795K -$1.32M -10,157 -62%
MWPCG
719
Measured Wealth Private Client Group
New Hampshire
$794K +$78.7K +605 +11%
VSQM
720
V-Square Quantitative Management
Illinois
$792K +$204K +1,571 +35%
FFG
721
Fortem Financial Group
California
$792K +$104K +800 +15%
CW
722
CreativeOne Wealth
Kansas
$781K -$253K -1,944 -24%
SFP
723
Sweet Financial Partners
Minnesota
$780K +$130 +1 +0%
ATC
724
Adirondack Trust Company
New York
$777K -$14.1K -100 -2%
BCM
725
Brookstone Capital Management
Illinois
$776K +$122K +940 +19%