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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 %
RDWM
876
Red Door Wealth Management
Tennessee
$471K +$79.2K +646 +20%
PWM
877
PBMares Wealth Management
Virginia
$470K -$35.6K -290 -7%
WAP
878
Wealthcare Advisory Partners
Pennsylvania
$469K +$24.6K +201 +6%
FEM
879
Fulcrum Equity Management
Texas
$469K -$545K -4,442 -54%
PCM
880
Park Capital Management
Wisconsin
$467K +$467K +3,806 New
PFBT
881
Parkside Financial Bank & Trust
Missouri
$466K +$2.57K +21 +0.6%
FNC
882
First National Corp
Massachusetts
$465K -$4.54K -37 -1%
JHCP
883
Jackson Hole Capital Partners
Oklahoma
$465K – – –
RBI
884
Raiffeisen Bank International
Austria
$464K +$464K +3,883 New
FRA
885
Frank Rimerman Advisors
California
$464K +$81.2K +662 +21%
BHBT
886
Burke & Herbert Bank & Trust
Virginia
$464K +$113K +920 +32%
A
887
AlphaQuest
New York
$463K +$341K +2,784 +281%
EA
888
Emerald Advisors
Washington
$460K +$32.6K +266 +8%
HPC
889
HM Payson & Co
Maine
$459K -$490 -4 -0.1%
FHA
890
First Horizon Advisors
Tennessee
$459K -$10.7K -87 -2%
CL
891
CSS LLC
Illinois
$458K -$228K -1,860 -33%
MWM
892
Maridea Wealth Management
New York
$457K +$457K +3,730 New
CAMV
893
Concord Asset Management (Virginia)
Virginia
$456K +$97K +791 +27%
PFA
894
Petra Financial Advisors
Colorado
$456K -$1.23K -10 -0.3%
CCM
895
Canal Capital Management
Virginia
$456K -$317K -2,586 -41%
CFG
896
Citizens Financial Group
Rhode Island
$456K +$64K +522 +16%
BAM
897
Brave Asset Management
New Jersey
$454K – – –
WS
898
Wela Strategies
Georgia
$453K +$453K +10,085 New
CA
899
Claro Advisors
Massachusetts
$450K -$196K -1,596 -30%
MAM
900
Martingale Asset Management
Massachusetts
$450K -$2.78M -22,642 -86%
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