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Valero Energy

1,436 hedge funds and large institutions have $35.1B invested in Valero Energy in 2023 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 508 increasing their positions, 542 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,436
Holders Change
+72
Holders Change %
+5.28%
% of All Funds
21.05%
Holding in Top 10
13
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-50%
% of All Funds
0.19%
New
197
Increased
508
Reduced
542
Closed
109
Calls
$1.05B
Puts
$946M
Net Calls
+$102M
Net Calls Change
+$35.8M
Name Holding Trade Value Shares
Change
Shares
Change %
GSEP
851
Golden State Equity Partners
California
$531K -$13K -100 -2%
MM
852
MQS Management
New York
$528K +$528K +4,064 New
VT
853
Vise Technologies
New York
$528K +$163K +1,254 +45%
PFA
854
Petra Financial Advisors
Colorado
$527K -$189K -1,452 -26%
OLVIG
855
Oliver Lagore Vanvalin Investment Group
Michigan
$524K +$25.6K +197 +5%
RA
856
Ruggaard & Associates
Ohio
$522K
WAP
857
Wealthcare Advisory Partners
Pennsylvania
$521K +$6.89K +53 +1%
SPC
858
Sigma Planning Corp
Michigan
$519K -$862K -6,632 -62%
SPG
859
Strategic Planning Group
Utah
$519K +$519K +3,989 New
CFO
860
Collective Family Office
Pennsylvania
$518K -$10.7K -82 -2%
SGA
861
Seaport Global Advisors
Massachusetts
$508K +$309K +2,375 +155%
PWM
862
PBMares Wealth Management
Virginia
$508K +$20K +154 +4%
CIC
863
Carnegie Investment Counsel
Ohio
$508K +$79.7K +613 +19%
MWM
864
Mission Wealth Management
California
$507K +$68.8K +529 +16%
GC
865
Grimes & Company
Massachusetts
$507K +$261K +2,010 +107%
BFA
866
Bill Few Associates
Pennsylvania
$503K -$4.16K -32 -0.8%
BMCM
867
Bryn Mawr Capital Management
Pennsylvania
$502K -$207K -1,590 -29%
PTC
868
Private Trust Company
Ohio
$497K +$16.6K +128 +3%
AA
869
Auxano Advisors
Washington
$497K +$40.4K +311 +9%
VCG
870
Vantage Consulting Group
Virginia
$496K +$44.6K +343 +10%
HIMC
871
Heritage Investors Management Corp
Maryland
$494K -$65K -500 -12%
IFPG
872
Intrepid Financial Planning Group
Indiana
$494K +$13K +100 +3%
JHCP
873
Jackson Hole Capital Partners
Oklahoma
$493K
HPC
874
HM Payson & Co
Maine
$492K -$40.3K -310 -8%
BBHC
875
Brown Brothers Harriman & Co
New York
$490K -$408K -3,138 -45%