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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 %
AA
926
Ancora Advisors
Ohio
$403K
MA
927
MBA Advisors
Pennsylvania
$402K +$83.8K +600 +26%
CWP
928
Concord Wealth Partners
Virginia
$402K +$149K +1,065 +59%
FNBOSM
929
First National Bank of South Miami
Florida
$400K -$18.8K -135 -5%
AA
930
AlphaQ Advisors
Florida
$399K -$38.7K -277 -9%
CG
931
Caprock Group
Idaho
$395K +$16.8K +120 +4%
FAG
932
Fortitude Advisory Group
Washington
$395K
NP
933
NorthRock Partners
Minnesota
$394K -$28.8K -206 -7%
RFG
934
Range Financial Group
Oregon
$393K -$36.6K -262 -9%
AWAG
935
ARS Wealth Advisors Group
Florida
$391K +$391K +2,800 New
SWM
936
Spire Wealth Management
Virginia
$389K +$153K +1,094 +65%
CGA
937
Crescent Grove Advisors
Illinois
$388K -$367K -2,629 -49%
O
938
Ossiam
France
$387K -$33.4K -239 -8%
HI
939
Harbour Investments
Wisconsin
$386K +$140 +1 +0%
CHP
940
Cable Hill Partners
Oregon
$384K -$120K -857 -24%
GRP
941
Global Retirement Partners
California
$384K +$17.8K +166 +5%
TGAM
942
TBH Global Asset Management
Tennessee
$383K +$383K +2,744 New
HAS
943
HBW Advisory Services
California
$382K +$15K +107 +4%
ECG
944
Edge Capital Group
Georgia
$382K +$382K +2,734 New
WCM
945
WealthBridge Capital Management
Ohio
$381K +$27.8K +199 +8%
CIAS
946
Capital Investment Advisory Services
North Carolina
$381K -$140K -1,000 -27%
KMWM
947
Keudell/Morrison Wealth Management
Oregon
$378K -$27.9K -200 -7%
GBT
948
Grove Bank & Trust
Florida
$376K -$147K -1,053 -28%
OWM
949
OneAscent Wealth Management
Alabama
$376K -$42.4K -304 -10%
BIA
950
Benchmark Investment Advisors
Illinois
$376K -$32K -229 -8%