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Valero Energy

1,387 hedge funds and large institutions have $40B invested in Valero Energy in 2023 Q1 according to their latest regulatory filings, with 170 funds opening new positions, 494 increasing their positions, 537 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,387
Holders Change
+68
Holders Change %
+5.16%
% of All Funds
22.2%
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.51%
New
170
Increased
494
Reduced
537
Closed
76
Calls
$997M
Puts
$947M
Net Calls
+$49.9M
Net Calls Change
+$447M
Name Holding Trade Value Shares
Change
Shares
Change %
BSW
901
Buckingham Strategic Wealth
Missouri
$446K
EW
902
Element Wealth
Mississippi
$445K +$1.82K +13 +0.4%
CBFP
903
Cedar Brook Financial Partners
Ohio
$443K -$3.49K -25 -0.8%
ISWM
904
Independent Solutions Wealth Management
New York
$441K -$98K -702 -18%
PPP
905
Private Portfolio Partners
New Jersey
$438K +$698 +5 +0.2%
CIC
906
Carnegie Investment Counsel
Ohio
$436K -$140 -1 -0%
RDWM
907
Red Door Wealth Management
Tennessee
$435K +$26.9K +193 +7%
WWM
908
Wagner Wealth Management
South Carolina
$432K +$77.5K +555 +22%
NW
909
NewEdge Wealth
Pennsylvania
$430K +$430K +3,080 New
WAM
910
WNY Asset Management
New York
$430K -$4.19K -30 -1%
IFPG
911
Intrepid Financial Planning Group
Indiana
$426K +$61.3K +439 +17%
CWM
912
Connecticut Wealth Management
Connecticut
$423K +$423K +3,027 New
1IA
913
1620 Investment Advisors
Massachusetts
$421K -$1.54K -11 -0.4%
VCWA
914
Vanguard Capital Wealth Advisors
Colorado
$421K -$18.4K -132 -4%
MCM
915
Magnolia Capital Management
New York
$419K
HTC
916
Haverford Trust Company
Pennsylvania
$417K +$82.9K +594 +25%
ONST
917
Old North State Trust
North Carolina
$416K -$1.54K -11 -0.4%
PI
918
PEAK6 Investments
Illinois
$415K -$5.93M -42,477 -93%
JSC
919
Jackson Square Capital
California
$414K -$358K -2,565 -46%
EWA
920
Exencial Wealth Advisors
Oklahoma
$413K -$2.26M -16,174 -85%
TA
921
TFG Advisers
Michigan
$412K +$56.7K +406 +16%
SMWM
922
Silvia McColl Wealth Management
California
$409K
CWM
923
Cornerstone Wealth Management
Missouri
$407K +$407K +2,917 New
QCM
924
Qsemble Capital Management
New York
$405K +$405K +2,900 New
OFG
925
OmniStar Financial Group
North Carolina
$403K +$67.6K +484 +20%