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Valero Energy

1,213 hedge funds and large institutions have $33.4B invested in Valero Energy in 2022 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 427 increasing their positions, 468 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 92

47% more funds holding in top 10

Funds holding in top 10: 1725 (+8)

3% more funds holding

Funds holding: 1,1721,213 (+41)

3% more capital invested

Capital invested by funds: $32.5B → $33.4B (+$975M)

0.9% less ownership

Funds ownership: 78.37%77.47% (-0.9%)

7% less call options, than puts

Call options by funds: $1.01B | Put options by funds: $1.08B

9% less repeat investments, than reductions

Existing positions increased: 427 | Existing positions reduced: 468

Holders
1,213
Holders Change
+41
Holders Change %
+3.5%
% of All Funds
20.43%
Holding in Top 10
25
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+47.06%
% of All Funds
0.42%
New
153
Increased
427
Reduced
468
Closed
92
Calls
$1.01B
Puts
$1.08B
Net Calls
-$70.8M
Net Calls Change
-$162M
Name Holding Trade Value Shares
Change
Change in
Stake
AFP
851
Ausdal Financial Partners
Iowa
$330K -$112K -947 -23%
HAG
852
HighPoint Advisor Group
Illinois
$327K +$381K +3,216 New
SWM
853
Spire Wealth Management
Virginia
$326K -$311K -2,628 -46%
AA
854
Ancora Advisors
Ohio
$326K -$21.9K -185 -6%
PPP
855
Private Portfolio Partners
New Jersey
$321K +$24K +203 +7%
KMWM
856
Keudell/Morrison Wealth Management
Oregon
$320K -$126K -1,066 -26%
SSWM
857
Smith Salley Wealth Management
North Carolina
$319K -$118K -1,000 -25%
MCM
858
Magnolia Capital Management
New York
$319K
1IA
859
1620 Investment Advisors
Massachusetts
$318K -$401K -3,384 -53%
AT
860
American Trust
Kentucky
$317K -$367K -3,097 -51%
CCM
861
Covington Capital Management
California
$315K -$94.2K -796 -21%
TWM
862
Titus Wealth Management
California
$315K +$11.1K +94 +3%
OFS
863
OneAscent Financial Services
Alabama
$314K +$350K +2,956 New
AIM
864
Aspen Investment Management
Michigan
$311K +$102K +859 +41%
RDWM
865
Red Door Wealth Management
Tennessee
$310K -$88.7K -749 -20%
FSA
866
Financial Sense Advisors
California
$303K -$276K -2,334 -45%
GCC
867
Game Creek Capital
Massachusetts
$303K -$107K -900 -24%
WA
868
Wambolt & Associates
Colorado
$303K +$337K +2,847 New
VWA
869
Visionary Wealth Advisors
Illinois
$298K +$5.56K +47 +2%
MC
870
Machina Capital
France
$298K +$42.6K +360 +15%
SIM
871
Sentry Investment Management
Wisconsin
$297K -$54K -456 -14%
EWM
872
Empirical Wealth Management
Washington
$297K +$13.4K +113 +4%
FFA
873
Founders Financial Alliance
North Carolina
$297K +$330K +2,790 New
HI
874
Harbour Investments
Wisconsin
$297K +$330K +2,792 New
FLPIM
875
F.L. Putnam Investment Management
Massachusetts
$296K +$1.18K +10 +0.4%

VLO Hedge Fund Activity: Q2 2022 in Review

1,213 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q2 2022, worth a combined $33.4B — up 3% from $32.5B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new VLO positions and 92 closed out — a net gain of 61 holders — while 427 added to existing stakes and 468 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $637M. The largest seller was Vanguard Group, cutting an estimated $682M.

  • 1,213 institutional investors held Valero Energy (VLO) as of Q2 2022, up from 1,172 in Q1 2022.
  • Funds reported $33.4B of Valero Energy stock for Q2 2022, up 3% quarter-over-quarter.
  • 153 funds opened new Valero Energy positions in Q2 2022 and 92 closed out, a net change of +61 holders.
  • The largest Valero Energy buyer in Q2 2022 was Fidelity Investments, an estimated $637M added.
  • The largest Valero Energy seller in Q2 2022 was Vanguard Group, an estimated $682M sold.

Based on aggregated 13F filings for Q2 2022.