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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 %
ESB
926
Essex Savings Bank
Connecticut
$407K +$1.84K +15 +0.5%
LHWM
927
Lake Hills Wealth Management
Texas
$404K +$122K +995 +43%
VCS
928
Vaughan & Co Securities
New Jersey
$402K -$2.08K -17 -0.5%
CI
929
Cigna Investments
Connecticut
$401K -$6.13K -50 -2%
TNBTD
930
Trustmark National Bank Trust Department
Mississippi
$401K -$744K -6,071 -65%
CM
931
Castleark Management
Illinois
$396K – – –
CIS
932
Custom Index Systems
New York
$396K -$10.7K -87 -3%
PTC
933
Private Trust Company
Ohio
$395K -$25.1K -205 -6%
AA
934
Auxano Advisors
Washington
$395K -$8.7K -71 -2%
VC
935
Vicus Capital
Pennsylvania
$393K -$29.3K -239 -7%
PWA
936
Phoenix Wealth Advisors
North Carolina
$392K -$2.21K -18 -0.6%
SFG
937
Sather Financial Group
Texas
$392K – – –
S
938
Sunpointe
Missouri
$391K -$1.47K -12 -0.4%
SFO
939
Stokes Family Office
Louisiana
$389K +$389K +3,174 New
PWM
940
Palumbo Wealth Management
New York
$389K +$389K +3,174 New
LA
941
Lifeworks Advisors
Michigan
$389K +$176K +1,434 +83%
GAAM
942
Guinness Atkinson Asset Management
California
$386K -$981 -8 -0.3%
TPBG
943
Turning Point Benefit Group
Maryland
$386K +$386K +2,893 New
PIA
944
Pinion Investment Advisors
Kansas
$385K -$30.4K -248 -7%
OIA
945
Optimum Investment Advisors
Illinois
$383K -$30.6K -250 -7%
IBOK
946
Independence Bank of Kentucky
Kentucky
$382K -$15.2K -124 -4%
LDB
947
Lee, Danner & Bass
Tennessee
$382K – – –
EW
948
Element Wealth
Mississippi
$378K +$2.94K +24 +0.8%
AAS
949
Ameritas Advisory Services
Nebraska
$378K -$4.9K -40 -1%
SFG
950
Sovereign Financial Group
Connecticut
$374K -$12.1K -99 -3%
36 37
38
39 40