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Valero Energy
VLO

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 %
CWM
826
Cornerstone Wealth Management
Missouri
$538K +$1.61K +12 +0.3%
BFA
827
Bill Few Associates
Pennsylvania
$537K +$538 +4 +0.1%
TIAA Trust, National Association
828
TIAA Trust, National Association
North Carolina
$536K -$256K -1,901 -32%
AWM
829
Aprio Wealth Management
Georgia
$531K +$531K +3,948 New
LIM
830
Leavell Investment Management
Alabama
$530K +$672 +5 +0.1%
GI
831
GAMCO Investors
Connecticut
$528K +$528K +3,929 New
SSWM
832
Strait & Sound Wealth Management
California
$528K -$228K -1,698 -30%
NG
833
Norden Group
Utah
$527K -$70.6K -525 -12%
PG
834
Proffitt & Goodson
Tennessee
$527K -$19.5K -145 -4%
RIA
835
Realta Investment Advisors
Delaware
$525K -$807 -6 -0.2%
IPW
836
Impact Partnership Wealth
Georgia
$523K -$753K -5,602 -59%
PFBT
837
Parkside Financial Bank & Trust
Missouri
$522K -$11.8K -88 -2%
TNA
838
True North Advisors
Texas
$521K +$22.8K +170 +5%
GIM
839
Goelzer Investment Management
Indiana
$518K +$43K +320 +9%
CWA
840
Centennial Wealth Advisory
Michigan
$514K +$514K +3,826 New
WMA
841
Wealth Management Associates
New Jersey
$514K -$39.7K -295 -7%
PWM
842
PBMares Wealth Management
Virginia
$513K -$2.42K -18 -0.5%
SI
843
SCP Investment
California
$511K +$511K +3,800 New
BHBT
844
Burke & Herbert Bank & Trust
Virginia
$507K -$1.48K -11 -0.3%
1SB
845
1ST Source Bank
Indiana
$504K -$92.5K -688 -15%
EFS
846
Essex Financial Services
Connecticut
$503K -$95.2K -708 -16%
DCA
847
DSG Capital Advisors
Minnesota
$503K -$812K -6,044 -62%
CIC
848
Carnegie Investment Counsel
Ohio
$502K -$116K -865 -19%
LDB
849
Lee, Danner & Bass
Tennessee
$500K +$80.7K +600 +19%
OC
850
Oppenheimer & Close
New York
$499K +$33.6K +250 +7%
32 33
34
35 36