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Valero Energy
VLO

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 %
WS
701
Wedbush Securities
California
$887K -$523K -4,269 -37%
EI
702
Ethic Inc
New York
$885K +$612K +4,991 +224%
AIMA
703
Ables Iannone Moore & Associates
Georgia
$885K -$13.5K -110 -2%
BONST
704
Bank of Nova Scotia Trust
Ontario, Canada
$877K -$282K -2,300 -24%
ATPW
705
Ashton Thomas Private Wealth
Arizona
$875K -$98.1K -800 -10%
CAM
706
Cidel Asset Management
Ontario, Canada
$875K +$66.6K +543 +8%
WB
707
WesBanco Bank
West Virginia
$874K +$80.1K +653 +10%
IRC
708
Investors Research Corp
Georgia
$867K -$9.19K -75 -1%
WW
709
Winnow Wealth
Texas
$859K +$859K +7,224 New
RC
710
RBF Capital
California
$858K – – –
NFG
711
Nations Financial Group
Iowa
$857K -$381K -3,107 -31%
GA
712
GoalVest Advisory
New York
$850K -$11K -90 -1%
MFG
713
Merit Financial Group
Georgia
$844K +$233K +1,899 +38%
EWM
714
Evergreen Wealth Management
Michigan
$842K -$4.54K -37 -0.5%
WPC
715
Wedmont Private Capital
Pennsylvania
$837K +$42.7K +336 +5%
ACM
716
Avos Capital Management
Washington
$829K +$829K +5,998 New
PCS
717
Personal CFO Solutions
New Jersey
$824K +$5.27K +43 +0.6%
PRP
718
Peak Retirement Planning
Ohio
$822K +$822K +6,701 New
EIM
719
Essex Investment Management
Massachusetts
$817K – – –
DAS
720
Diversify Advisory Services
Utah
$813K +$170K +1,338 +26%
VWM
721
Venturi Wealth Management
Texas
$808K +$187K +1,523 +30%
BFG
722
Berger Financial Group
Minnesota
$807K +$97.6K +796 +14%
MFG
723
MidWestOne Financial Group
Iowa
$807K -$20.1K -164 -2%
OAM
724
Ostrum Asset Management
France
$798K -$33K -269 -4%
IWM
725
IHT Wealth Management
Illinois
$797K -$147K -1,200 -16%
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