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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 %
HBT
826
Heartland Bank & Trust
Illinois
$547K -$37.8K -308 -6%
SF
827
Symphony Financial
Texas
$547K -$34.7K -249 -6%
QT
828
Quantbot Technologies
New York
$547K -$5.42M -44,220 -91%
AFP
829
Ausdal Financial Partners
Iowa
$547K +$77.1K +629 +16%
CI
830
Conning Inc
Connecticut
$546K -$34.2K -279 -6%
MWM
831
Mission Wealth Management
California
$539K -$26.2K -214 -5%
OWA
832
One Wealth Advisors
California
$539K +$107K +872 +25%
MWM
833
MOKAN Wealth Management
Kansas
$538K +$538K +4,385 New
GC
834
Grimes & Company
Massachusetts
$533K +$44.3K +361 +9%
1SB
835
1ST Source Bank
Indiana
$532K +$6.13K +50 +1%
DG
836
DMC Group
Alabama
$531K +$37.3K +304 +8%
WIA
837
World Investment Advisors
California
$530K +$9.56K +78 +2%
CAS
838
Coppell Advisory Solutions
Texas
$528K -$72.3K -605 -12%
ACM
839
Aquatic Capital Management
Illinois
$528K -$17M -138,895 -97%
AAG
840
Armstrong Advisory Group
Massachusetts
$527K +$7.72K +63 +1%
GWAG
841
Garrett Wealth Advisory Group
Texas
$525K +$24.5K +200 +5%
HCM
842
Hollencrest Capital Management
California
$525K – – –
PMA
843
Prudent Man Advisors
Illinois
$525K -$68.4K -558 -12%
EW
844
Evoke Wealth
California
$523K -$19.4K -158 -4%
CPIG
845
Chicago Partners Investment Group
Illinois
$523K +$57.3K +458 +12%
PFG
846
PAX Financial Group
Texas
$522K -$33.1K -270 -6%
RAM
847
Readystate Asset Management
Illinois
$519K +$519K +4,236 New
NFSG
848
Newbridge Financial Services Group
Florida
$517K -$22.4K -183 -4%
LIM
849
Loudon Investment Management
New Hampshire
$517K – – –
OIA
850
OneDigital Investment Advisors
Kansas
$516K -$305K -2,484 -37%
32 33
34
35 36