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Valero Energy
VLO

Overview Fund Activity

1,451 hedge funds and large institutions have $35.4B invested in Valero Energy in 2025 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 528 increasing their positions, 547 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,451
Holders Change
+3
Holders Change %
+0.21%
% of All Funds
19.45%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
142
Increased
528
Reduced
547
Closed
111
Calls
$635M
Puts
$660M
Net Calls
-$25.6M
Net Calls Change
+$102M

Top Buyers

1
Geode Capital Management
Geode Capital Management
Massachusetts
+$156M
2
BlackRock
BlackRock
New York
+$137M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$114M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$107M
5
Victory Capital Management
Victory Capital Management
Texas
+$74.8M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$189M
2
NL
Nuveen LLC
North Carolina
-$171M
3
State Street
State Street
Massachusetts
-$112M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$106M
5
Invesco
Invesco
Georgia
-$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPC
976
Consolidated Planning Corp
Georgia
$339K +$339K +2,525 New
GWMR
977
GC Wealth Management RIA
Massachusetts
$339K +$339K +2,524 New
WBC
978
Westpac Banking Corp
Australia
$339K +$11K +82 +3%
WSC
979
Wellington Shields & Co
New York
$336K – – –
CRI
980
Colonial River Investments
Virginia
$334K +$334K +2,156 New
SNB
981
Security National Bank
Nebraska
$333K – – –
PWP
982
Precedent Wealth Partners
Texas
$333K – – –
Parallax Volatility Advisers
983
Parallax Volatility Advisers
California
$332K -$540K -4,018 -62%
ACM
984
AlphaStar Capital Management
North Carolina
$332K -$9.81K -73 -3%
MYIA
985
Mount Yale Investment Advisors
Colorado
$331K -$1.06M -7,877 -76%
DAS
986
Dynamic Advisor Solutions
Arizona
$330K -$140K -1,042 -30%
MMA
987
Miracle Mile Advisors
California
$327K +$19.2K +143 +6%
SWA
988
SFMG Wealth Advisors
Texas
$326K -$941 -7 -0.3%
ACM
989
Alethea Capital Management
Washington
$322K +$322K +2,392 New
IGAM
990
iA Global Asset Management
Quebec, Canada
$321K -$3.63K -27 -1%
DWT
991
Dorsey & Whitney Trust
South Dakota
$321K +$42.6K +317 +15%
WCM
992
WealthBridge Capital Management
Ohio
$320K +$1.48K +11 +0.5%
ACM
993
Advisors Capital Management
New Jersey
$320K +$19.2K +143 +6%
OLVIG
994
Oliver Lagore Vanvalin Investment Group
Michigan
$320K +$320K +2,424 New
FAM
995
Formidable Asset Management
Ohio
$320K – – –
OIM
996
Oder Investment Management
California
$317K +$941 +7 +0.3%
RC
997
Rovin Capital
Arizona
$316K -$12.7K -94 -4%
HP
998
Holistic Planning
Texas
$316K +$316K +2,350 New
WAAG
999
Wealth Alliance Advisory Group
Kansas
$316K -$7.66K -57 -2%
AssetMark Inc
1000
AssetMark Inc
California
$316K +$115K +858 +58%
38 39
40
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