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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 %
JSW
901
Journey Strategic Wealth
New Jersey
$438K -$89K -662 -17%
AP
902
Appleton Partners
Massachusetts
$436K -$13.4K -100 -3%
BCM
903
Bayesian Capital Management
New York
$435K +$435K +3,234 New
AA
904
Auxano Advisors
Washington
$433K +$4.44K +33 +1%
PFG
905
PAX Financial Group
Texas
$432K -$142K -1,058 -25%
CAG
906
Crestwood Advisors Group
Massachusetts
$427K +$76.6K +570 +22%
CWM
907
Congress Wealth Management
Massachusetts
$427K +$59.8K +445 +16%
CAMG
908
CWA Asset Management Group
Florida
$427K +$210K +1,564 +97%
WA
909
WealthTrust Axiom
Pennsylvania
$426K -$40.6K -302 -9%
BC
910
Bayforest Capital
United Kingdom
$422K -$148K -1,099 -26%
FNC
911
First National Corp
Massachusetts
$421K -$27.8K -207 -6%
LI
912
LifeWealth Investments
Florida
$420K +$420K +3,123 New
EW
913
Element Wealth
Mississippi
$418K +$1.75K +13 +0.4%
VC
914
Vicus Capital
Pennsylvania
$417K -$13.2K -98 -3%
CI
915
Cigna Investments
Connecticut
$413K -$13K -97 -3%
DWM
916
Daner Wealth Management
Georgia
$411K +$411K +3,078 New
MWM
917
Maridea Wealth Management
New York
$411K -$92K -684 -18%
SFG
918
Sovereign Financial Group
Connecticut
$410K +$1.08K +8 +0.3%
SCM
919
Stevens Capital Management
Pennsylvania
$408K -$86.6K -644 -18%
EWA
920
Exencial Wealth Advisors
Oklahoma
$408K +$134 +1 +0%
YWM
921
Yukon Wealth Management
Kansas
$405K +$1.75K +13 +0.4%
PWA
922
Phoenix Wealth Advisors
North Carolina
$404K -$10.9K -81 -3%
GAAM
923
Guinness Atkinson Asset Management
California
$404K – – –
ACIM
924
Azimuth Capital Investment Management
Michigan
$403K – – –
MCM
925
Magnolia Capital Management
New York
$403K – – –
35 36
37
38 39