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Valero Energy

1,387 hedge funds and large institutions have $40B invested in Valero Energy in 2023 Q1 according to their latest regulatory filings, with 170 funds opening new positions, 494 increasing their positions, 537 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,387
Holders Change
+68
Holders Change %
+5.16%
% of All Funds
22.2%
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.51%
New
170
Increased
494
Reduced
537
Closed
76
Calls
$997M
Puts
$947M
Net Calls
+$49.9M
Net Calls Change
+$447M
Name Holding Trade Value Shares
Change
Shares
Change %
EFS
801
Essex Financial Services
Connecticut
$640K +$8.52K +61 +1%
GCM
802
Gallacher Capital Management
Colorado
$638K +$638K +4,572 New
PFS
803
Prospera Financial Services
Texas
$635K +$50.9K +364 +9%
IFWM
804
Institute for Wealth Management
Colorado
$632K -$9.07K -65 -1%
LIM
805
Loudon Investment Management
New Hampshire
$631K -$41.9K -300 -6%
FNC
806
First National Corp
Massachusetts
$630K -$8.66K -62 -1%
ICM
807
Islay Capital Management
Texas
$629K +$179K +1,284 +40%
EP
808
Edgestream Partners
New Jersey
$628K +$324K +2,323 +107%
HCM
809
Hengehold Capital Management
Ohio
$627K -$12.8K -92 -2%
IAMOG
810
Investors Asset Management of Georgia
Georgia
$626K
MWPCG
811
Measured Wealth Private Client Group
New Hampshire
$626K +$166K +1,188 +36%
FSA
812
Financial Sense Advisors
California
$624K +$137K +982 +28%
OAM
813
Ostrum Asset Management
France
$621K +$621K +4,452 New
LOAMS
814
Lombard Odier Asset Management (Switzerland)
Switzerland
$621K +$621K +4,446 New
IP
815
Intellectus Partners
California
$618K -$20.8K -149 -3%
SB
816
Simmons Bank
Arkansas
$616K -$6K -43 -1%
RIA
817
Realta Investment Advisors
Delaware
$614K -$32.5K -233 -5%
JWCA
818
J.W. Cole Advisors
Florida
$612K +$80.3K +575 +15%
GIA
819
Gladstone Institutional Advisory
Florida
$609K -$27.2K -195 -4%
VC
820
Vicus Capital
Pennsylvania
$603K +$132K +944 +28%
HCM
821
Hollencrest Capital Management
California
$597K
VCM
822
Virtue Capital Management
Tennessee
$597K +$91.2K +782 +18%
Jones Financial Companies
823
Jones Financial Companies
Missouri
$597K -$23.3K -167 -4%
BSB
824
Bangor Savings Bank
Maine
$593K -$64.8K -464 -10%
WWM
825
Western Wealth Management
Colorado
$592K +$30.7K +220 +5%