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Valero Energy
VLO

Overview Fund Activity

1,334 hedge funds and large institutions have $32.5B invested in Valero Energy in 2023 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 479 increasing their positions, 558 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,334
Holders Change
-53
Holders Change %
-3.82%
% of All Funds
21.04%
Holding in Top 10
19
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-40.63%
% of All Funds
0.3%
New
106
Increased
479
Reduced
558
Closed
150
Calls
$1.02B
Puts
$798M
Net Calls
+$223M
Net Calls Change
+$173M

Top Buyers

1
MBI
Montrusco Bolton Investments
Quebec, Canada
+$222M
2
Millennium Management
Millennium Management
New York
+$215M
3
Barclays
Barclays
United Kingdom
+$121M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$102M
5
Marshall Wace
Marshall Wace
United Kingdom
+$82M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$522M
2
BlackRock
BlackRock
New York
-$476M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$279M
4
EWA
EP Wealth Advisors
California
-$253M
5
State Street
State Street
Massachusetts
-$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
LW
726
Linscomb Wealth
Texas
$696K -$235K -2,000 -25%
SOS
727
Silver Oak Securities
Tennessee
$694K +$481K +4,103 +226%
TWM
728
TriaGen Wealth Management
California
$693K +$693K +5,910 New
ATC
729
Adirondack Trust Company
New York
$693K +$18.6K +144 +3%
GW
730
GW & Wade
Massachusetts
$688K -$158K -1,349 -19%
BI
731
Ballast Inc
Kentucky
$688K +$23.7K +202 +4%
CCIA
732
Campbell & Co Investment Adviser
Maryland
$687K +$110K +939 +19%
PCS
733
Personal CFO Solutions
New Jersey
$683K -$55.3K -471 -7%
CA
734
Cornerstone Advisors
North Carolina
$680K – – –
HW
735
Hancock Whitney
Mississippi
$676K +$26.1K +223 +4%
AAG
736
Armstrong Advisory Group
Massachusetts
$675K -$1.99K -17 -0.3%
JCIA
737
Jackson Creek Investment Advisors
Colorado
$675K -$77.1K -657 -10%
MOS
738
MGO One Seven
Ohio
$664K -$1.43M -12,160 -68%
CA
739
Cornerstone Advisory
Maryland
$662K +$12.9K +110 +2%
WSTAM
740
Wilbanks Smith & Thomas Asset Management
Virginia
$658K -$938 -8 -0.1%
MWPCG
741
Measured Wealth Private Client Group
New Hampshire
$654K +$128K +1,091 +24%
TF
742
TIAA FSB
Florida
$652K +$31.6K +269 +5%
CWP
743
Concord Wealth Partners
Virginia
$649K +$311K +2,650 +92%
SJIM
744
St. Johns Investment Management
Florida
$647K +$12.6K +107 +2%
DWM
745
Drive Wealth Management
Utah
$645K +$440K +3,752 +214%
QI
746
Qtron Investments
Massachusetts
$642K -$408K -3,480 -39%
EGA
747
E&G Advisors
Texas
$639K +$5.87K +50 +0.9%
PFS
748
Prospera Financial Services
Texas
$638K +$105K +897 +20%
PFA
749
Petra Financial Advisors
Colorado
$636K -$20.5K -175 -3%
SCP
750
Shorepoint Capital Partners
Massachusetts
$634K +$203K +1,734 +47%
28 29
30
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