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Valero Energy
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Overview Fund Activity

1,451 hedge funds and large institutions have $35.4B invested in Valero Energy in 2025 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 528 increasing their positions, 547 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,451
Holders Change
+3
Holders Change %
+0.21%
% of All Funds
19.45%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
142
Increased
528
Reduced
547
Closed
111
Calls
$635M
Puts
$660M
Net Calls
-$25.6M
Net Calls Change
+$102M

Top Buyers

1
Geode Capital Management
Geode Capital Management
Massachusetts
+$156M
2
BlackRock
BlackRock
New York
+$137M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$114M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$107M
5
Victory Capital Management
Victory Capital Management
Texas
+$74.8M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$189M
2
NL
Nuveen LLC
North Carolina
-$171M
3
State Street
State Street
Massachusetts
-$112M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$106M
5
Invesco
Invesco
Georgia
-$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWM
751
Navigoe Wealth Management
California
$672K – – –
S
752
Sunpointe
Missouri
$671K +$247K +1,839 +58%
PMSA
753
Patrick M. Sweeney & Associates
Illinois
$670K -$7.23K -50 -1%
SWM
754
Segment Wealth Management
Texas
$665K -$20.8K -155 -3%
Vontobel Holding
755
Vontobel Holding
Switzerland
$665K +$102K +759 +18%
CFG
756
Citizens Financial Group
Rhode Island
$663K +$153K +1,136 +30%
NS
757
NBC Securities
Alabama
$655K +$104K +775 +19%
PWM
758
Perigon Wealth Management
California
$654K -$538 -4 -0.1%
EHWM
759
Eads & Heald Wealth Management
Georgia
$652K +$21.1K +157 +3%
BSB
760
Bangor Savings Bank
Maine
$648K +$4.97K +37 +0.8%
ATC
761
Adirondack Trust Company
New York
$647K -$13.3K -99 -2%
FAN
762
Financial Advisors Network
California
$642K +$9.95K +74 +2%
CWM
763
Chesapeake Wealth Management
Virginia
$638K -$6.05K -45 -0.9%
MHR
764
Matthew Hamilton Rosenberg
$636K +$19.1K +142 +3%
DG
765
DMC Group
Alabama
$633K +$18.3K +136 +3%
CPIG
766
Chicago Partners Investment Group
Illinois
$631K +$42.9K +291 +7%
FAIM
767
Financial Advocates Investment Management
Washington
$630K -$40.5K -301 -6%
RAM
768
Ramirez Asset Management
New York
$627K – – –
HAG
769
HighPoint Advisor Group
Illinois
$627K +$32.5K +242 +5%
SJIM
770
St. Johns Investment Management
Florida
$626K +$13.3K +99 +2%
KCM
771
Kathmere Capital Management
Pennsylvania
$625K +$25.8K +192 +4%
OBAM
772
ODDO BHF Asset Management
France
$624K -$1.52M -11,339 -71%
ETC
773
Exchange Traded Concepts
Oklahoma
$620K -$34.1K -254 -5%
MLL
774
Moody Lynn & Lieberson
Massachusetts
$620K -$672 -5 -0.1%
B
775
Bellecapital
Switzerland
$618K +$618K +4,594 New
29 30
31
32 33