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Valero Energy

1,436 hedge funds and large institutions have $35.1B invested in Valero Energy in 2023 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 508 increasing their positions, 542 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,436
Holders Change
+72
Holders Change %
+5.28%
% of All Funds
21.05%
Holding in Top 10
13
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-50%
% of All Funds
0.19%
New
197
Increased
508
Reduced
542
Closed
109
Calls
$1.05B
Puts
$946M
Net Calls
+$102M
Net Calls Change
+$35.8M
Name Holding Trade Value Shares
Change
Shares
Change %
OFG
951
Oxford Financial Group
Indiana
$385K
AI
952
Atom Investors
Texas
$385K +$385K +2,962 New
SAM
953
SignalPoint Asset Management
Missouri
$381K +$260 +2 +0.1%
SMWM
954
Silvia McColl Wealth Management
California
$381K
CIAS
955
Capital Investment Advisory Services
North Carolina
$380K -$15K -115 -4%
FRM
956
Fox Run Management
Connecticut
$380K -$117K -900 -24%
CCS
957
Concentric Capital Strategies
Connecticut
$378K +$378K +2,904 New
I
958
InceptionR
California
$377K +$377K +2,897 New
1WM
959
1900 Wealth Management
Texas
$373K +$780 +6 +0.2%
GBT
960
Grove Bank & Trust
Florida
$373K -$27.8K -214 -7%
KMWM
961
Keudell/Morrison Wealth Management
Oregon
$372K +$2.6K +20 +0.7%
EP
962
Eudaimonia Partners
Tennessee
$370K -$166K -1,277 -31%
BFM
963
Boothbay Fund Management
New York
$366K +$145K +1,114 +65%
PIA
964
Pinion Investment Advisors
Kansas
$366K +$33.2K +255 +10%
BW
965
Bison Wealth
Georgia
$366K +$64.5K +496 +21%
S
966
SignatureFD
Georgia
$365K -$30.9K -238 -8%
STA
967
Summit Trail Advisors
New York
$365K -$7.41K -57 -2%
OFS
968
OneAscent Financial Services
Alabama
$365K +$31.3K +241 +9%
CWP
969
Concord Wealth Partners
Virginia
$364K -$379K -2,918 -51%
AWAG
970
ARS Wealth Advisors Group
Florida
$364K
PGWM
971
Parisi Gray Wealth Management
New Jersey
$360K +$1.04K +8 +0.3%
PCM
972
Prelude Capital Management
New York
$360K +$360K +2,766 New
HWA
973
Heritage Wealth Advisors
Virginia
$358K +$19.5K +150 +6%
USGIU
974
U.S. Global Investors (USGI)
Texas
$358K +$32.5K +250 +10%
TGAM
975
TBH Global Asset Management
Tennessee
$357K -$8.32K -64 -2%