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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 %
AG
751
Ascent Group
Virginia
$700K +$146K +1,193 +26%
RCIM
752
Red Cedar Investment Management
Michigan
$698K -$1.31M -10,693 -65%
GRP
753
Global Retirement Partners
California
$698K +$79.1K +645 +13%
CF
754
Copperwynd Financial
Arizona
$698K -$56.8K -463 -8%
PHS
755
Pekin Hardy Strauss
Illinois
$694K -$12.3K -100 -2%
ECA
756
Elevated Capital Advisors
Utah
$689K +$177K +1,440 +34%
TC
757
Trilogy Capital
California
$686K -$1.53M -12,490 -69%
SCTC
758
Sanibel Captiva Trust Company
Florida
$684K +$14.2K +116 +2%
LAM
759
Lewis Asset Management
California
$684K +$18.1K +148 +3%
PWM
760
Perigon Wealth Management
California
$680K +$268K +1,920 +65%
SB
761
Simmons Bank
Arkansas
$676K +$87.2K +711 +15%
ACM
762
Argyle Capital Management
Pennsylvania
$674K – – –
KIA
763
KCM Investment Advisors
California
$674K +$12.1K +99 +2%
LMKC
764
L.M. Kohn & Company
Ohio
$673K -$19.6K -160 -3%
QCIG
765
Quad-Cities Investment Group
Iowa
$672K +$77K +628 +13%
PWPS
766
Pinnacle Wealth Planning Services
Ohio
$670K -$87.3K -712 -12%
MYAM
767
Meiji Yasuda Asset Management
Japan
$667K -$701K -5,717 -51%
PMG
768
ProVise Management Group
Florida
$667K -$374K -3,049 -36%
CAG
769
Csenge Advisory Group
Florida
$662K +$456K +3,718 +221%
PCM
770
Parsons Capital Management
Rhode Island
$660K -$64.7K -528 -9%
HI
771
Horizon Investments
North Carolina
$652K +$21.8K +179 +3%
FAIM
772
Financial Advocates Investment Management
Washington
$650K -$11.2K -91 -2%
LAM
773
L2 Asset Management
Massachusetts
$649K +$383K +3,123 +144%
LFG
774
Larson Financial Group
Missouri
$647K +$19.9K +162 +3%
CFO
775
Collective Family Office
Pennsylvania
$646K +$151K +1,235 +31%
29 30
31
32 33