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Valero Energy
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Overview Fund Activity

1,457 hedge funds and large institutions have $32.9B invested in Valero Energy in 2024 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 489 increasing their positions, 567 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,457
Holders Change
+25
Holders Change %
+1.75%
% of All Funds
19.39%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
190
Increased
489
Reduced
567
Closed
139
Calls
$925M
Puts
$956M
Net Calls
-$30.6M
Net Calls Change
-$659M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$589M
2
Citadel Advisors
Citadel Advisors
Florida
+$154M
3
BlackRock
BlackRock
New York
+$88.5M
4
UBS Group
UBS Group
Switzerland
+$75.8M
5
Northern Trust
Northern Trust
Illinois
+$64.9M

Top Sellers

1
State Street
State Street
Massachusetts
-$147M
2
IAIM
International Assets Investment Management
Florida
-$131M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$118M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$109M
5
Morgan Stanley
Morgan Stanley
New York
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
901
Waterloo Capital
Texas
$449K +$35.1K +286 +8%
TCM
902
Traynor Capital Management
Pennsylvania
$443K -$91.5K -746 -17%
MBT
903
Montecito Bank & Trust
California
$443K -$23.9K -195 -5%
CFG
904
Cooper Financial Group
California
$440K +$21K +171 +5%
EE
905
EWG Elevate
California
$438K +$438K +3,572 New
MG
906
Mather Group
Illinois
$431K -$127K -1,033 -23%
KMWM
907
Keudell/Morrison Wealth Management
Oregon
$431K +$6.01K +49 +1%
BWG
908
Beta Wealth Group
California
$430K +$12.6K +103 +3%
LAM
909
Lingohr Asset Management
Germany
$427K -$156K -1,315 -27%
AP
910
Appleton Partners
Massachusetts
$426K -$25.1K -205 -6%
FFA
911
Farther Finance Advisors
California
$426K -$736 -6 -0.2%
CIA
912
Cladis Investment Advisory
Montana
$423K – – –
OC
913
Oppenheimer & Close
New York
$422K +$422K +3,442 New
GFG
914
Goldstone Financial Group
Illinois
$422K +$4.41K +36 +1%
HIMC
915
Heritage Investors Management Corp
Maryland
$420K +$4.04K +33 +1%
MIC
916
Means Investment Company
Maine
$419K +$736 +6 +0.2%
CA
917
Cullinan Associates
Kentucky
$419K -$24.5K -200 -6%
HSA
918
HBK Sorce Advisory
Pennsylvania
$419K +$76.5K +624 +22%
NP
919
NorthRock Partners
Minnesota
$418K -$235K -1,920 -36%
WA
920
WealthTrust Axiom
Pennsylvania
$418K -$3.43K -28 -0.8%
NFTC
921
North Forty Two & Co
Oregon
$414K +$414K +3,375 New
EFG
922
Embree Financial Group
Illinois
$412K -$15.4K -126 -4%
DWM
923
Daner Wealth Management
Georgia
$410K +$410K +3,030 New
FWM
924
Forza Wealth Management
Florida
$410K – – –
CWM
925
Compass Wealth Management
Connecticut
$409K – – –
35 36
37
38 39