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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 %
CFP
1001
Catalyst Financial Partners
Massachusetts
$315K +$269 +2 +0.1%
SAM
1002
Silvercrest Asset Management
New York
$315K +$12.4K +92 +4%
SFC
1003
SYM Financial Corp
Indiana
$314K +$95.6K +711 +44%
TH
1004
TCTC Holdings
Texas
$314K – – –
QFW
1005
QTR Family Wealth
Florida
$314K +$43.7K +325 +16%
CCAL
1006
City Center Advisors LLC
Michigan
$313K +$12.8K +95 +4%
OWM
1007
OneAscent Wealth Management
Alabama
$313K +$13.4K +100 +4%
OIA
1008
Optimum Investment Advisors
Illinois
$313K – – –
VWM
1009
Venturi Wealth Management
Texas
$312K -$891K -6,625 -74%
BL
1010
BFSG LLC
California
$311K -$134 -1 -0%
RLH
1011
RD Lewis Holdings
Florida
$310K +$9.02K +68 +3%
FCH
1012
Freestone Capital Holdings
Washington
$308K +$308K +2,295 New
TPCW
1013
TD Private Client Wealth
New York
$308K +$47.5K +353 +18%
ABTD
1014
Arvest Bank Trust Division
Oklahoma
$306K -$6.96M -51,746 -96%
HC
1015
Hamilton Capital
Ohio
$305K +$25.1K +187 +9%
TNBTD
1016
Trustmark National Bank Trust Department
Mississippi
$304K -$3.09K -23 -1%
EW
1017
Elyxium Wealth
California
$304K +$1.08K +8 +0.4%
CCA
1018
Childress Capital Advisors
Texas
$303K +$65.9K +490 +28%
BRWA
1019
B. Riley Wealth Advisors
Florida
$303K +$303K +2,253 New
MFF
1020
Michels Family Financial
Texas
$303K +$538 +4 +0.2%
IC
1021
Iconiq Capital
California
$302K +$302K +2,247 New
AIA
1022
Armor Investment Advisors
North Carolina
$298K +$672 +5 +0.2%
MCWA
1023
Meadow Creek Wealth Advisors
Georgia
$298K -$30.4K -226 -9%
SWM
1024
Scissortail Wealth Management
Oklahoma
$298K – – –
HAS
1025
Horizon Advisory Services
New York
$297K +$3.63K +27 +1%
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