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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 %
DWM
726
Drive Wealth Management
Utah
$784K +$73.4K +599 +10%
SMC
727
Smith, Moore & Co
Missouri
$780K -$11K -90 -1%
FAN
728
Financial Advisors Network
California
$780K +$780K +6,362 New
FFM
729
Forum Financial Management
Illinois
$780K +$18.6K +152 +2%
KWA
730
Kingswood Wealth Advisors
California
$779K +$34.9K +285 +5%
HWAM
731
Hennion & Walsh Asset Management
New Jersey
$777K +$184K +1,505 +31%
SBIA
732
Sheaff Brock Investment Advisors
Indiana
$777K -$11.5K -94 -1%
ET
733
Entropy Technologies
New York
$776K -$85.4K -697 -10%
EWA
734
EverSource Wealth Advisors
Alabama
$772K +$25.7K +210 +3%
WA
735
Waverly Advisors
Alabama
$771K +$298K +2,433 +63%
BI
736
Ballast Inc
Kentucky
$764K +$37K +302 +5%
SM
737
Sciencast Management
New Jersey
$763K +$763K +6,226 New
PS
738
Principal Securities
Iowa
$753K -$332K -2,705 -31%
JFGIW
739
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$750K -$146K -1,086 -16%
MSWM
740
Mader & Shannon Wealth Management
Missouri
$749K +$749K +6,110 New
LW
741
Linscomb Wealth
Texas
$749K -$21.7K -177 -3%
GT
742
Greenleaf Trust
Michigan
$748K -$66.9K -546 -8%
RIL
743
Rothschild Investment LLC
Illinois
$734K +$6.62K +54 +0.9%
CC
744
Centiva Capital
New York
$729K -$1.47M -11,992 -67%
SCA
745
Snowden Capital Advisors
New York
$716K -$27.2K -222 -4%
KCM
746
Kennondale Capital Management
Virginia
$714K +$714K +5,825 New
MAS
747
Meeder Advisory Services
Ohio
$710K -$133K -1,089 -16%
IA
748
Inspire Advisors
Idaho
$705K -$21.6K -176 -3%
BMWS
749
Brady Martz Wealth Solutions
North Dakota
$703K +$703K +5,247 New
CCA
750
Checchi Capital Advisers
California
$703K +$20.1K +164 +3%
28 29
30
31 32