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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 %
SJIM
776
St. Johns Investment Management
Florida
$642K -$21.9K -179 -3%
MPWS
777
McCarter Private Wealth Services
Massachusetts
$641K -$197K -1,606 -24%
LFA
778
Laraway Financial Advisors
Minnesota
$639K – – –
HAG
779
HighPoint Advisor Group
Illinois
$639K +$45K +329 +8%
ATC
780
Adirondack Trust Company
New York
$638K – – –
LCM
781
LRT Capital Management
Texas
$630K +$630K +5,137 New
EFA
782
Evernest Financial Advisors
Indiana
$628K +$628K +5,125 New
OPA
783
Old Port Advisors
Maine
$627K -$20.7K -169 -3%
LNWWM
784
Laird Norton Wetherby Wealth Management
California
$626K -$35.8K -292 -5%
SCI
785
Silver Coast Investments
United States
$622K +$10.2K +83 +2%
EGA
786
E&G Advisors
Texas
$620K – – –
BSB
787
Bangor Savings Bank
Maine
$620K -$23.3K -190 -4%
AFG
788
Atomi Financial Group
New York
$620K -$56.6K -462 -8%
CWM
789
Chesapeake Wealth Management
Virginia
$619K -$49K -400 -7%
JFG
790
Jefferies Financial Group
New York
$618K -$1.24M -10,076 -67%
NWM
791
Navigoe Wealth Management
California
$612K +$612K +5,000 New
RAG
792
RIA Advisory Group
Iowa
$612K +$612K +4,990 New
NERM
793
New England Research & Management
Illinois
$610K -$245K -2,000 -29%
SWM
794
Segment Wealth Management
Texas
$606K +$9.93K +81 +2%
CGL
795
Clarius Group LLC
Washington
$603K +$25.3K +206 +4%
SGI
796
Summit Global Investments
Utah
$602K -$37.2K -303 -6%
AIP
797
Ameritas Investment Partners
Nebraska
$601K -$19.6K -160 -3%
MWM
798
Moran Wealth Management
Florida
$600K +$14.1K +115 +2%
EHWM
799
Eads & Heald Wealth Management
Georgia
$595K +$13.8K +113 +2%
NG
800
Norden Group
Utah
$590K +$95.7K +781 +19%
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