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Valero Energy

1,858 hedge funds and large institutions have $61.6B invested in Valero Energy in 2026 Q1 according to their latest regulatory filings, with 361 funds opening new positions, 649 increasing their positions, 600 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

8% more repeat investments, than reductions

Existing positions increased: 649 | Existing positions reduced: 600

2% less call options, than puts

Call options by funds: $1.01B | Put options by funds: $1.02B

1.05% less ownership

Funds ownership: 84.6%83.56% (-1%)

Holders
1,858
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
37
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.01B
Puts
$1.02B
Net Calls
Net Calls Change

Top Buyers

1 +$332M
2 +$296M
3 +$295M
4
Millennium Management
Millennium Management
New York
+$264M
5
Ameriprise
Ameriprise
Minnesota
+$189M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
951
Forza Wealth Management
Florida
$831K
RDWM
952
Red Door Wealth Management
Tennessee
$830K
A
953
Allianz
Germany
$825K
MR
954
Munich Reinsurance
$823K
PCM
955
Park Capital Management
Wisconsin
$818K
OFS
956
OneAscent Financial Services
Alabama
$810K
AA
957
Auxano Advisors
Washington
$806K
KFAS
958
Keating Financial Advisory Services
Kansas
$806K
HH
959
Hilltop Holdings
Texas
$802K
BMO
960
Beck Mack & Oliver
New York
$801K
FA
961
Fiduciary Alliance
South Carolina
$794K
HIMC
962
Heritage Investors Management Corp
Maryland
$790K
EFS
963
Essex Financial Services
Connecticut
$789K
AWM
964
Angeles Wealth Management
California
$787K
BWM
965
BankPlus Wealth Management
Mississippi
$786K
CWR
966
Chico Wealth RIA
California
$785K
SFO
967
Stokes Family Office
Louisiana
$783K
IP
968
Intellectus Partners
California
$783K
CSP
969
Cary Street Partners
Virginia
$782K
PWG
970
Portside Wealth Group
Utah
$779K
MCM
971
Magnolia Capital Management
New York
$777K
EIM
972
Essex Investment Management
Massachusetts
$775K
EFG
973
Everhart Financial Group
Ohio
$775K
DWM
974
Daner Wealth Management
Georgia
$774K
CWM
975
Centurion Wealth Management
Virginia
$774K