We are live on ! Find out more
VLO icon

Valero Energy
VLO

1,470 hedge funds and large institutions have $41.3B invested in Valero Energy in 2024 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 567 increasing their positions, 551 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $1.48B | Put options by funds: $1.07B

3% more repeat investments, than reductions

Existing positions increased: 567 | Existing positions reduced: 551

0.46% more ownership

Funds ownership: 80.14% → 80.6% (+0.46%)

3% less funds holding

Funds holding: 1,522 → 1,470 (-52)

9% less capital invested

Capital invested by funds: $45.4B → $41.3B (-$4.14B)

24% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 139

38% less funds holding in top 10

Funds holding in top 10: 29 → 18 (-11)

Holders
1,470
Holders Change
-52
Holders Change %
-3.42%
% of All Funds
21.23%
Holding in Top 10
18
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-37.93%
% of All Funds
0.26%
New
106
Increased
567
Reduced
551
Closed
139
Calls
$1.48B
Puts
$1.07B
Net Calls
+$417M
Net Calls Change
-$323M

Top Buyers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
+$273M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$128M
3
Goldman Sachs
Goldman Sachs
New York
+$124M
4
UBS AM
UBS AM
Illinois
+$94.7M
5
Holocene Advisors
Holocene Advisors
New York
+$68.8M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$331M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$175M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$123M
4
Marshall Wace
Marshall Wace
United Kingdom
-$122M
5
Amundi
Amundi
France
-$63.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
TL
1001
Tradewinds LLC
North Carolina
$378K +$389K +2,411 New
GPW
1002
Gentry Private Wealth
Kansas
$378K +$389K +2,409 New
ACM
1003
Advisors Capital Management
New Jersey
$373K +$21.1K +131 +6%
CWA
1004
Centennial Wealth Advisory
Michigan
$372K +$7.91K +49 +2%
TWA
1005
TCI Wealth Advisors
Arizona
$372K +$5.49K +34 +1%
SPC
1006
Spirepoint Private Client
Florida
$370K -$2.1K -13 -0.5%
S
1007
Sachetta
Massachusetts
$367K -$21.5K -133 -6%
CWM
1008
Compass Wealth Management
Connecticut
$367K – – –
NW
1009
NewEdge Wealth
Pennsylvania
$366K -$32.4K -201 -8%
TH
1010
TCTC Holdings
Texas
$366K – – –
GF
1011
Gries Financial
Ohio
$366K +$47.3K +293 +14%
FMP
1012
Financial Management Professionals
Texas
$362K -$10.3K -64 -3%
MWM
1013
Meridian Wealth Management
Kentucky
$360K +$371K +2,298 New
AA
1014
ALPS Advisors
Colorado
$360K -$1.94K -12 -0.5%
UCB
1015
United Community Bank
South Carolina
$359K -$589K -3,648 -61%
CFS
1016
Commonwealth Financial Services
West Virginia
$359K -$18.6K -115 -5%
JF
1017
Jump Financial
Illinois
$356K -$67.1K -416 -15%
CFP
1018
Catalyst Financial Partners
Massachusetts
$355K +$10.2K +63 +3%
ACM
1019
AUA Capital Management
Pennsylvania
$354K – – –
LG
1020
Leuthold Group
Minnesota
$351K +$361K +2,236 New
AIA
1021
Armor Investment Advisors
North Carolina
$348K – – –
SWM
1022
Scissortail Wealth Management
Oklahoma
$347K – – –
CCG
1023
Catalina Capital Group
California
$347K +$73.3K +454 +26%
BP
1024
Ballentine Partners
Massachusetts
$347K +$19.7K +122 +6%
AIM
1025
Acropolis Investment Management
Missouri
$347K – – –
39 40
41
42 43

VLO Hedge Fund Activity: Q2 2024 in Review

1,470 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q2 2024, worth a combined $41.3B — down 9.1% from $45.4B a quarter earlier.

Sellers outnumbered buyers: 139 funds closed out of VLO and 106 opened new positions — a net loss of 33 holders — while 551 trimmed existing stakes and 567 added.

The largest buyer was Nuveen, adding an estimated $273M. The largest seller was BlackRock, cutting an estimated $331M.

  • 1,470 institutional investors held Valero Energy (VLO) as of Q2 2024, down from 1,522 in Q1 2024.
  • Funds reported $41.3B of Valero Energy stock for Q2 2024, down 9.1% quarter-over-quarter.
  • 106 funds opened new Valero Energy positions in Q2 2024 and 139 closed out, a net change of -33 holders.
  • The largest Valero Energy buyer in Q2 2024 was Nuveen, an estimated $273M added.
  • The largest Valero Energy seller in Q2 2024 was BlackRock, an estimated $331M sold.

Based on aggregated 13F filings for Q2 2024.