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Valero Energy

1,858 hedge funds and large institutions have $61.6B invested in Valero Energy in 2026 Q1 according to their latest regulatory filings, with 361 funds opening new positions, 649 increasing their positions, 600 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

8% more repeat investments, than reductions

Existing positions increased: 649 | Existing positions reduced: 600

2% less call options, than puts

Call options by funds: $1.01B | Put options by funds: $1.02B

1.05% less ownership

Funds ownership: 84.6%83.56% (-1%)

Holders
1,858
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
37
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.01B
Puts
$1.02B
Net Calls
Net Calls Change

Top Buyers

1 +$332M
2 +$296M
3 +$295M
4
Millennium Management
Millennium Management
New York
+$264M
5
Ameriprise
Ameriprise
Minnesota
+$189M
Name Holding Trade Value Shares
Change
Change in
Stake
SF
801
Symphony Financial
Texas
$1.23M
AWM
802
Athena Wealth Management
Nevada
$1.23M
CWA
803
Centennial Wealth Advisory
Michigan
$1.22M
MHR
804
Matthew Hamilton Rosenberg
$1.22M
SWP
805
Sagespring Wealth Partners
Tennessee
$1.2M
SFG
806
Sovereign Financial Group
Connecticut
$1.19M
EFA
807
Evernest Financial Advisors
Indiana
$1.19M
DA
808
Denali Advisors
California
$1.19M
OIM
809
Oceanic Investment Management
Isle Of Man
$1.18M
BCM
810
Barden Capital Management
Texas
$1.18M
EIA
811
Emerald Investment Advisers
Pennsylvania
$1.18M
DI
812
Decision Investments
California
$1.18M
GI
813
Gradient Investments
Minnesota
$1.18M
VT
814
Vise Technologies
New York
$1.17M
SJIM
815
St. Johns Investment Management
Florida
$1.16M
PWM
816
Perigon Wealth Management
California
$1.16M
TCIIS
817
TIAA-CREF Individual & Institutional Services
New York
$1.16M
RIL
818
Rothschild Investment LLC
Illinois
$1.16M
MT
819
Midwest Trust
Kansas
$1.15M
RAM
820
Ramirez Asset Management
New York
$1.15M
CC
821
Corsicana & Co
Texas
$1.15M
CFO
822
Callan Family Office
Pennsylvania
$1.15M
LFA
823
Laraway Financial Advisors
Minnesota
$1.15M
LIM
824
Leavell Investment Management
Alabama
$1.15M
HWAM
825
Hennion & Walsh Asset Management
New Jersey
$1.14M