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Valero Energy

1,364 hedge funds and large institutions have $38B invested in Valero Energy in 2023 Q3 according to their latest regulatory filings, with 143 funds opening new positions, 478 increasing their positions, 544 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,364
Holders Change
+30
Holders Change %
+2.25%
% of All Funds
21.75%
Holding in Top 10
26
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+36.84%
% of All Funds
0.41%
New
143
Increased
478
Reduced
544
Closed
96
Calls
$1.14B
Puts
$1.08B
Net Calls
+$66.6M
Net Calls Change
-$156M
Name Holding Trade Value Shares
Change
Shares
Change %
LDB
901
Lee, Danner & Bass
Tennessee
$428K +$63.8K +450 +18%
SB
902
Simmons Bank
Arkansas
$426K +$13.5K +95 +3%
MCM
903
Magnolia Capital Management
New York
$425K
SSG
904
Summit Securities Group
New York
$425K +$160K +1,127 +60%
OTL
905
Oak Thistle LLC
New York
$425K +$425K +2,996 New
BL
906
BFSG LLC
California
$424K +$424K +2,993 New
CA
907
Continuum Advisory
Idaho
$424K +$13.9K +98 +3%
ONST
908
Old North State Trust
North Carolina
$422K
IC
909
Inscription Capital
Texas
$421K -$14.2K -100 -3%
OFG
910
Oxford Financial Group
Indiana
$420K -$29.2K -206 -6%
BF
911
BOK Financial
Oklahoma
$418K -$547K -4,304 -57%
SAM
912
SignalPoint Asset Management
Missouri
$415K +$142 +1 +0%
EIP
913
Energy Income Partners
Connecticut
$415K +$42.4K +299 +11%
SMWM
914
Silvia McColl Wealth Management
California
$415K
NW
915
NewEdge Wealth
Pennsylvania
$412K -$25.8K -182 -6%
EWA
916
Exencial Wealth Advisors
Oklahoma
$411K -$4.54K -32 -1%
1WM
917
1900 Wealth Management
Texas
$406K +$17.6K +124 +5%
STA
918
Summit Trail Advisors
New York
$406K -$120K -849 -23%
OA
919
Oxbow Advisors
Texas
$406K -$70.8K -500 -15%
KMWM
920
Keudell/Morrison Wealth Management
Oregon
$403K -$3.54K -25 -0.9%
HIP
921
HUB Investment Partners
Texas
$403K -$87.3K -616 -18%
1IA
922
1620 Investment Advisors
Massachusetts
$403K -$12.8K -90 -3%
WCM
923
WealthBridge Capital Management
Ohio
$400K +$26.6K +188 +7%
WCM
924
Washburn Capital Management
Florida
$399K +$29.8K +210 +8%
TGAM
925
TBH Global Asset Management
Tennessee
$398K +$9.21K +65 +2%