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Valero Energy
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Overview Fund Activity

1,457 hedge funds and large institutions have $32.9B invested in Valero Energy in 2024 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 489 increasing their positions, 567 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,457
Holders Change
+25
Holders Change %
+1.75%
% of All Funds
19.39%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
190
Increased
489
Reduced
567
Closed
139
Calls
$925M
Puts
$956M
Net Calls
-$30.6M
Net Calls Change
-$659M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$589M
2
Citadel Advisors
Citadel Advisors
Florida
+$154M
3
BlackRock
BlackRock
New York
+$88.5M
4
UBS Group
UBS Group
Switzerland
+$75.8M
5
Northern Trust
Northern Trust
Illinois
+$64.9M

Top Sellers

1
State Street
State Street
Massachusetts
-$147M
2
IAIM
International Assets Investment Management
Florida
-$131M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$118M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$109M
5
Morgan Stanley
Morgan Stanley
New York
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
1001
Gables Capital Management
Florida
$327K – – –
PCFFS
1002
Pacific Center for Financial Services
California
$326K – – –
LSAG
1003
Lake Street Advisors Group
New Hampshire
$325K -$9.56K -78 -3%
I
1004
InceptionR
California
$324K -$482K -3,928 -60%
KA
1005
KDT Advisors
New York
$324K +$324K +2,647 New
SEIA
1006
Signature Estate & Investment Advisors
California
$324K -$736 -6 -0.2%
SFG
1007
SevenBridge Financial Group
Pennsylvania
$323K -$109K -795 -25%
DI
1008
Diligent Investors
California
$323K +$4.9K +40 +2%
UPS
1009
UHLMANN PRICE SECURITIES
Illinois
$323K +$16.7K +136 +5%
FCMT
1010
Founders Capital Management (Texas)
Texas
$322K – – –
IFPG
1011
Intrepid Financial Planning Group
Indiana
$322K -$120K -975 -27%
FMP
1012
Financial Management Professionals
Texas
$322K +$34.4K +281 +12%
S
1013
Sachetta
Massachusetts
$321K -$3.68K -30 -1%
ACM
1014
Advisors Capital Management
New Jersey
$321K +$18.5K +151 +6%
OAM
1015
Occidental Asset Management
California
$319K +$319K +2,604 New
JWCA
1016
J.W. Cole Advisors
Florida
$318K +$7.48K +61 +2%
VIM
1017
Vinva Investment Management
Australia
$317K -$1.53M -12,792 -83%
GBT
1018
Grove Bank & Trust
Florida
$317K +$613 +5 +0.2%
ACM
1019
Alethea Capital Management
Washington
$315K +$315K +2,566 New
MCM
1020
Monument Capital Management
Virginia
$314K -$28.3K -231 -8%
CG
1021
Cynosure Group
Utah
$314K -$21.9K -179 -7%
WBC
1022
Westpac Banking Corp
Australia
$314K -$577K -4,704 -65%
AWM
1023
Angeles Wealth Management
California
$313K +$14.2K +116 +5%
CWM
1024
Connecticut Wealth Management
Connecticut
$312K +$2.21K +18 +0.7%
KWMG
1025
King Wealth Management Group
Florida
$312K – – –
39 40
41
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