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Valero Energy

1,364 hedge funds and large institutions have $38B invested in Valero Energy in 2023 Q3 according to their latest regulatory filings, with 143 funds opening new positions, 478 increasing their positions, 544 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,364
Holders Change
+30
Holders Change %
+2.25%
% of All Funds
21.75%
Holding in Top 10
26
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+36.84%
% of All Funds
0.41%
New
143
Increased
478
Reduced
544
Closed
96
Calls
$1.14B
Puts
$1.08B
Net Calls
+$66.6M
Net Calls Change
-$156M
Name Holding Trade Value Shares
Change
Shares
Change %
Kovitz Investment Group Partners
1001
Kovitz Investment Group Partners
Illinois
$315K -$28.3K -200 -8%
AIA
1002
Armor Investment Advisors
North Carolina
$314K +$709 +5 +0.2%
PCP
1003
Proficio Capital Partners
Massachusetts
$313K +$5.53K +39 +2%
FFN
1004
Focus Financial Network
Minnesota
$311K -$4.39K -31 -1%
ACM
1005
AUA Capital Management
Pennsylvania
$311K +$51.6K +364 +20%
HC
1006
Hamilton Capital
Ohio
$311K +$425 +3 +0.1%
TC
1007
Telemus Capital
Michigan
$310K -$283 -2 -0.1%
BEAM
1008
Baker Ellis Asset Management
Washington
$309K -$42.5K -300 -12%
FAN
1009
Financial Advisors Network
California
$309K +$309K +2,178 New
NP
1010
Nilsine Partners
Colorado
$308K -$992 -7 -0.3%
FAM
1011
Formidable Asset Management
Ohio
$308K
BIP
1012
Blueprint Investment Partners
North Carolina
$307K +$307K +2,163 New
OWM
1013
OneAscent Wealth Management
Alabama
$306K -$67.7K -478 -18%
AC
1014
Apella Capital
Connecticut
$305K +$9.21K +65 +3%
LGF
1015
LGT Group Foundation
Liechtenstein
$304K
EWM
1016
Empirical Wealth Management
Washington
$303K +$8.36K +59 +3%
CG
1017
Cutler Group
California
$301K -$295K -2,080 -49%
CMI
1018
Clare Market Investments
Texas
$301K -$6.09K -43 -2%
BCM
1019
BluePath Capital Management
Georgia
$300K +$300K +2,118 New
GIA
1020
Gladstone Institutional Advisory
Florida
$299K +$283 +2 +0.1%
SNB
1021
Security National Bank
Nebraska
$298K
TA
1022
TruWealth Advisors
Louisiana
$296K
MWM
1023
Mattern Wealth Management
Kansas
$295K
EWS
1024
Evergreen Wealth Solutions
Pennsylvania
$295K +$5.95K +42 +2%
GWM
1025
Gray Wealth Management
Maine
$294K +$6.38K +45 +2%