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Valero Energy

1,457 hedge funds and large institutions have $41.2B invested in Valero Energy in 2024 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 562 increasing their positions, 549 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,457
Holders Change
-53
Holders Change %
-3.51%
% of All Funds
21.19%
Holding in Top 10
18
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-37.93%
% of All Funds
0.26%
New
104
Increased
562
Reduced
549
Closed
137
Calls
$1.48B
Puts
$1.07B
Net Calls
+$417M
Net Calls Change
-$323M
Name Holding Trade Value Shares
Change
Shares
Change %
PCS
701
Personal CFO Solutions
New Jersey
$1M -$45.9K -293 -4%
MWPCG
702
Measured Wealth Private Client Group
New Hampshire
$1M +$55.2K +352 +6%
AWA
703
Arkadios Wealth Advisors
Georgia
$1,000K +$721K +4,597 +258%
FFM
704
Forum Financial Management
Illinois
$973K +$66.8K +426 +7%
PWPS
705
Pinnacle Wealth Planning Services
Ohio
$972K
SMC
706
Smith, Moore & Co
Missouri
$971K -$15K -96 -2%
CCM
707
Canal Capital Management
Virginia
$967K
RIL
708
Rothschild Investment LLC
Illinois
$966K -$42K -268 -4%
MPPLM
709
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$963K +$30.9K +197 +3%
CAM
710
Cidel Asset Management
Ontario, Canada
$962K
EWA
711
EverSource Wealth Advisors
Alabama
$960K +$205K +1,265 +27%
CF
712
Copperwynd Financial
Arizona
$959K +$29.8K +184 +3%
Verition Fund Management
713
Verition Fund Management
Connecticut
$959K -$119K -759 -11%
CIA
714
Concurrent Investment Advisors
Florida
$959K +$265K +1,689 +38%
HWAM
715
Hennion & Walsh Asset Management
New Jersey
$957K -$932K -5,943 -49%
GT
716
Greenleaf Trust
Michigan
$951K +$45.8K +292 +5%
BCM
717
Brookstone Capital Management
Illinois
$949K +$51.2K +341 +6%
SGI
718
Summit Global Investments
Utah
$943K +$612K +3,906 +185%
SFP
719
Sweet Financial Partners
Minnesota
$941K +$784 +5 +0.1%
CastleKeep Investment Advisors
720
CastleKeep Investment Advisors
Connecticut
$936K +$936K +5,972 New
AIP
721
Ameritas Investment Partners
Nebraska
$931K -$37.9K -242 -4%
WB
722
WesBanco Bank
West Virginia
$931K +$6.58K +42 +0.7%
SP
723
Symmetry Partners
Connecticut
$930K +$7.52K +48 +0.8%
SWM
724
Segment Wealth Management
Texas
$930K +$41.5K +265 +5%
BI
725
Ballast Inc
Kentucky
$929K +$12.2K +78 +1%