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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 %
CWM
976
Connecticut Wealth Management
Connecticut
$287K -$68.3K -582 -19%
SB
977
Strategic Blueprint
Georgia
$285K -$110K -939 -28%
CWA
978
Centennial Wealth Advisory
Michigan
$285K -$208K -1,776 -42%
AAS
979
Ameritas Advisory Services
Nebraska
$285K +$42.2K +367 +17%
Kovitz Investment Group Partners
980
Kovitz Investment Group Partners
Illinois
$284K +$117 +1 +0%
TWA
981
TCI Wealth Advisors
Arizona
$282K -$1.99K -17 -0.7%
AA
982
ALPS Advisors
Colorado
$282K +$1.76K +15 +0.6%
SWM
983
Spire Wealth Management
Virginia
$282K -$45K -384 -14%
CA
984
Cullinan Associates
Kentucky
$282K -$1.1M -9,400 -80%
SCM
985
Shelton Capital Management
Colorado
$281K – – –
BPFA
986
Barnes Pettey Financial Advisors
Mississippi
$280K – – –
MFA
987
Mayflower Financial Advisors
Massachusetts
$279K +$235 +2 +0.1%
VIA
988
Virtus Investment Advisers
Connecticut
$277K – – –
PWM
989
Purus Wealth Management
California
$277K +$14.2K +121 +5%
CWM
990
Compass Wealth Management
Connecticut
$274K – – –
PCM
991
Penserra Capital Management
California
$274K +$272K +2,321 +11,605%
QC
992
QCM Cayman
Texas
$271K -$29.1K -248 -10%
PIA
993
Pinion Investment Advisors
Kansas
$271K -$1.06K -9 -0.4%
MA
994
Montag & Associates
Georgia
$270K -$23.3K -199 -8%
S
995
SignatureFD
Georgia
$270K +$81.9K +698 +44%
BW
996
Bison Wealth
Georgia
$270K +$270K +2,299 New
EA
997
Emerald Advisors
Washington
$269K +$18.3K +156 +7%
SWM
998
Shelton Wealth Management
Texas
$267K +$9.27K +79 +4%
FCI
999
Financial Counselors Inc
Kansas
$266K -$2.58K -22 -1%
HH
1000
Hilltop Holdings
Texas
$266K +$12.1K +103 +5%
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40
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