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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 %
PFA
851
Petra Financial Advisors
Colorado
$499K -$9.14K -68 -2%
PA
852
Parallel Advisors
California
$499K -$103K -766 -17%
LAM
853
L2 Asset Management
Massachusetts
$498K +$32.1K +239 +7%
BAM
854
Brave Asset Management
New Jersey
$498K – – –
CFO
855
Callan Family Office
Pennsylvania
$497K +$497K +3,701 New
DA
856
Denali Advisors
California
$497K -$108K -800 -18%
DFCM
857
Dark Forest Capital Management
Puerto Rico
$497K +$100K +745 +25%
GFG
858
Goldstone Financial Group
Illinois
$496K +$4.05K +28 +0.8%
HSA
859
HBK Sorce Advisory
Pennsylvania
$496K +$25.5K +190 +5%
OWA
860
One Wealth Advisors
California
$495K -$86.8K -646 -15%
PIM
861
Plato Investment Management
Australia
$494K +$43.5K +325 +10%
PCM
862
Penserra Capital Management
California
$492K +$6.3K +47 +1%
BBHC
863
Brown Brothers Harriman & Co
New York
$488K +$183K +1,364 +60%
RDWM
864
Red Door Wealth Management
Tennessee
$484K -$31.9K -237 -6%
EE
865
EWG Elevate
California
$481K +$1.08K +8 +0.2%
PCM
866
Park Capital Management
Wisconsin
$481K -$132K -981 -22%
AWM
867
Arista Wealth Management
Nevada
$479K +$479K +3,562 New
SAG
868
SageView Advisory Group
California
$479K +$28.5K +197 +6%
CM
869
Castleark Management
Illinois
$479K -$786K -5,850 -62%
TWPM
870
Total Wealth Planning & Management
Florida
$474K +$47.4K +353 +11%
NAMA
871
Nikko Asset Management Americas
New York
$472K +$106K +791 +29%
KMWM
872
Keudell/Morrison Wealth Management
Oregon
$468K +$3.36K +25 +0.7%
PWM
873
Palumbo Wealth Management
New York
$467K +$40.7K +303 +10%
AIM
874
Aigen Investment Management
New York
$467K +$194K +1,441 +71%
TC
875
Towle & Co
Colorado
$466K +$466K +3,466 New
33 34
35
36 37