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Valero Energy

1,858 hedge funds and large institutions have $61.6B invested in Valero Energy in 2026 Q1 according to their latest regulatory filings, with 361 funds opening new positions, 649 increasing their positions, 600 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

8% more repeat investments, than reductions

Existing positions increased: 649 | Existing positions reduced: 600

2% less call options, than puts

Call options by funds: $1.01B | Put options by funds: $1.02B

1.05% less ownership

Funds ownership: 84.6%83.56% (-1%)

Holders
1,858
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
37
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.01B
Puts
$1.02B
Net Calls
Net Calls Change

Top Buyers

1 +$332M
2 +$296M
3 +$295M
4
Millennium Management
Millennium Management
New York
+$264M
5
Ameriprise
Ameriprise
Minnesota
+$189M
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
901
Gallacher Capital Management
Colorado
$946K
WMA
902
Wealth Management Associates
New Jersey
$945K
AWA
903
Aaron Wealth Advisors
Illinois
$939K
MWM
904
MorganRosel Wealth Management
Colorado
$933K
BWM
905
Biltmore Wealth Management
Arizona
$932K
EA
906
Emerald Advisors
Washington
$928K
TWM
907
TRB Wealth Management
Texas
$927K
4WM
908
49 Wealth Management
Texas
$921K
PG
909
Proffitt & Goodson
Tennessee
$914K
HAI
910
Hennessy Advisors Inc
California
$914K
IIM
911
Intact Investment Management
Quebec, Canada
$914K
PMA
912
Prudent Man Advisors
Illinois
$902K
BIG
913
Brookwood Investment Group
Arizona
$902K
SSWM
914
Strait & Sound Wealth Management
California
$901K
MIC
915
Means Investment Company
Maine
$899K
CFG
916
Cooper Financial Group
California
$896K
SFG
917
SageGuard Financial Group
Tennessee
$893K
CWM
918
Cornerstone Wealth Management
Missouri
$890K
LOAMS
919
Lombard Odier Asset Management (Switzerland)
Switzerland
$889K
HSA
920
HBK Sorce Advisory
Pennsylvania
$884K
TNA
921
True North Advisors
Texas
$882K
OAM
922
Occidental Asset Management
California
$881K
AWM
923
Arista Wealth Management
Nevada
$880K
BAM
924
Brave Asset Management
New Jersey
$878K
CFO
925
Collective Family Office
Pennsylvania
$877K