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Valero Energy

1,510 hedge funds and large institutions have $45.4B invested in Valero Energy in 2024 Q1 according to their latest regulatory filings, with 203 funds opening new positions, 530 increasing their positions, 549 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,510
Holders Change
+74
Holders Change %
+5.15%
% of All Funds
21.89%
Holding in Top 10
29
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+123.08%
% of All Funds
0.42%
New
203
Increased
530
Reduced
549
Closed
103
Calls
$2B
Puts
$1.26B
Net Calls
+$740M
Net Calls Change
+$637M
Name Holding Trade Value Shares
Change
Shares
Change %
FWM
901
Forza Wealth Management
Florida
$571K
BW
902
Bison Wealth
Georgia
$567K +$86.2K +505 +18%
OIA
903
OneDigital Investment Advisors
Kansas
$564K -$55.3K -324 -9%
VWM
904
Vivid Wealth Management
Iowa
$564K -$512 -3 -0.1%
FFB
905
First Financial Bankshares
Texas
$561K -$33.3K -195 -6%
AA
906
Auxano Advisors
Washington
$559K -$93K -545 -14%
CWM
907
Connecticut Wealth Management
Connecticut
$556K -$267K -1,564 -32%
HIMC
908
Heritage Investors Management Corp
Maryland
$554K -$94K -551 -15%
TF
909
Trek Financial
Arizona
$554K +$554K +3,244 New
MIC
910
Means Investment Company
Maine
$552K -$5.29K -31 -0.9%
OLVIG
911
Oliver Lagore Vanvalin Investment Group
Michigan
$549K -$140K -820 -20%
VFA
912
Valeo Financial Advisors
Indiana
$547K +$108K +648 +25%
AWM
913
Avior Wealth Management
Nebraska
$544K +$512K +2,999 +1,595%
DAS
914
Diversify Advisory Services
Utah
$543K +$543K +3,148 New
VCG
915
Vantage Consulting Group
Virginia
$543K -$108K -634 -17%
PWA
916
Phoenix Wealth Advisors
North Carolina
$541K -$4.78K -28 -0.9%
CWP
917
Concord Wealth Partners
Virginia
$541K +$62K +363 +13%
STA
918
Summit Trail Advisors
New York
$540K +$60.8K +356 +13%
CA
919
Claro Advisors
Massachusetts
$538K +$15.9K +93 +3%
SFG
920
Sovereign Financial Group
Connecticut
$538K +$239K +1,401 +80%
LSAG
921
Lake Street Advisors Group
New Hampshire
$537K +$15K +88 +3%
AI
922
AdvisorShares Investments
Maryland
$536K
ACIM
923
Azimuth Capital Investment Management
Michigan
$535K -$2.92M -17,112 -85%
AWM
924
Accurate Wealth Management
Florida
$529K -$50.8K -310 -9%
HI
925
Harbour Investments
Wisconsin
$527K +$3.07K +18 +0.6%