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Valero Energy

1,387 hedge funds and large institutions have $40B invested in Valero Energy in 2023 Q1 according to their latest regulatory filings, with 170 funds opening new positions, 494 increasing their positions, 537 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,387
Holders Change
+68
Holders Change %
+5.16%
% of All Funds
22.2%
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.51%
New
170
Increased
494
Reduced
537
Closed
76
Calls
$997M
Puts
$947M
Net Calls
+$49.9M
Net Calls Change
+$447M
Name Holding Trade Value Shares
Change
Shares
Change %
NP
1001
Nilsine Partners
Colorado
$316K +$316K +2,264 New
DI
1002
DFPG Investments
Utah
$315K +$315K +2,260 New
PWM
1003
Purus Wealth Management
California
$312K +$2.51K +18 +0.8%
PPW
1004
Pasadena Private Wealth
California
$311K -$63.7K -456 -17%
BC
1005
Brookfield Corp
Ontario, Canada
$310K +$310K +2,223 New
VCA
1006
Verdence Capital Advisors
Maryland
$309K +$309K +2,211 New
AIA
1007
Armor Investment Advisors
North Carolina
$309K
MCM
1008
Monument Capital Management
Virginia
$309K +$73.3K +525 +31%
BIP
1009
Blueprint Investment Partners
North Carolina
$307K -$37.1K -266 -11%
LGF
1010
LGT Group Foundation
Liechtenstein
$307K
SWM
1011
Shelton Wealth Management
Texas
$307K +$35.9K +257 +13%
GWM
1012
Gray Wealth Management
Maine
$305K +$140 +1 +0%
PFBT
1013
Parkside Financial Bank & Trust
Missouri
$305K +$3.77K +27 +1%
FPCP
1014
Fort Point Capital Partners
California
$305K
SIA
1015
Schechter Investment Advisors
Michigan
$304K +$45.1K +323 +17%
TA
1016
TruWealth Advisors
Louisiana
$304K +$9.49K +68 +3%
TC
1017
Telemus Capital
Michigan
$304K -$29.7K -213 -9%
SWM
1018
Scissortail Wealth Management
Oklahoma
$303K -$2.88M -20,614 -90%
RCAG
1019
Rehmann Capital Advisory Group
Michigan
$303K -$559 -4 -0.2%
CG
1020
Colony Group
Massachusetts
$302K -$1.13M -8,085 -79%
HH
1021
Hilltop Holdings
Texas
$302K +$22.9K +164 +8%
LIM
1022
Leavell Investment Management
Alabama
$300K
BJL
1023
Brighton Jones LLC
Washington
$299K +$1.26K +9 +0.4%
FAM
1024
Formidable Asset Management
Ohio
$299K +$2.08K +15 +0.7%
RIA
1025
Regal Investment Advisors
Michigan
$298K +$419 +3 +0.1%