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Valero Energy
VLO

Overview Fund Activity

1,334 hedge funds and large institutions have $32.5B invested in Valero Energy in 2023 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 479 increasing their positions, 558 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,334
Holders Change
-53
Holders Change %
-3.82%
% of All Funds
21.04%
Holding in Top 10
19
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-40.63%
% of All Funds
0.3%
New
106
Increased
479
Reduced
558
Closed
150
Calls
$1.02B
Puts
$798M
Net Calls
+$223M
Net Calls Change
+$173M

Top Buyers

1
MBI
Montrusco Bolton Investments
Quebec, Canada
+$222M
2
Millennium Management
Millennium Management
New York
+$215M
3
Barclays
Barclays
United Kingdom
+$121M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$102M
5
Marshall Wace
Marshall Wace
United Kingdom
+$82M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$522M
2
BlackRock
BlackRock
New York
-$476M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$279M
4
EWA
EP Wealth Advisors
California
-$253M
5
State Street
State Street
Massachusetts
-$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMLI
951
Fukoku Mutual Life Insurance
Japan
$312K – – –
OFS
952
OneAscent Financial Services
Alabama
$312K -$72.9K -621 -19%
OWM
953
OneAscent Wealth Management
Alabama
$310K -$6.22K -53 -2%
WCM
954
WealthBridge Capital Management
Ohio
$309K -$11.5K -98 -4%
SDAM
955
Shulman DeMeo Asset Management
New York
$309K +$2.58K +22 +0.8%
EIP
956
Energy Income Partners
Connecticut
$309K +$42.3K +361 +16%
BIA
957
Benchmark Investment Advisors
Illinois
$309K -$7.04K -60 -2%
FCMT
958
Founders Capital Management (Texas)
Texas
$308K +$107K +910 +53%
WCM
959
Washburn Capital Management
Florida
$306K -$137K -1,170 -31%
HWA
960
Heritage Wealth Advisors
Virginia
$306K – – –
MCM
961
Monument Capital Management
Virginia
$305K +$45.7K +390 +18%
FFS
962
Founders Financial Securities
Maryland
$305K -$3.05K -26 -1%
LDB
963
Lee, Danner & Bass
Tennessee
$301K +$3.75K +32 +1%
KWMG
964
King Wealth Management Group
Florida
$298K – – –
RFG
965
Range Financial Group
Oregon
$295K -$35K -298 -11%
EFS
966
Essex Financial Services
Connecticut
$295K -$242K -2,066 -45%
FTC
967
Farmers Trust Company
Ohio
$295K – – –
AIM
968
Acropolis Investment Management
Missouri
$295K -$6.45K -55 -2%
USGIU
969
U.S. Global Investors (USGI)
Texas
$293K – – –
WSC
970
Wellington Shields & Co
New York
$293K – – –
BEAM
971
Baker Ellis Asset Management
Washington
$291K – – –
AFG
972
ABLE Financial Group
Arizona
$289K +$46.3K +395 +19%
CIBC Private Wealth Group
973
CIBC Private Wealth Group
Georgia
$289K -$22.5K -192 -7%
VWA
974
Visionary Wealth Advisors
Illinois
$289K -$20.2K -172 -7%
SFS
975
Stiles Financial Services
Minnesota
$288K +$288K +2,454 New
37 38
39
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