We are live on ! Find out more
VLO icon

Valero Energy
VLO

1,445 hedge funds and large institutions have $34.9B invested in Valero Energy in 2024 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 550 increasing their positions, 534 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $1.59B | Put options by funds: $960M

3% more repeat investments, than reductions

Existing positions increased: 550 | Existing positions reduced: 534

0.41% more ownership

Funds ownership: 80.6% → 81% (+0.41%)

8% less first-time investments, than exits

New positions opened: 130 | Existing positions closed: 141

2% less funds holding

Funds holding: 1,469 → 1,445 (-24)

15% less capital invested

Capital invested by funds: $41.3B → $34.9B (-$6.37B)

39% less funds holding in top 10

Funds holding in top 10: 18 → 11 (-7)

Holders
1,445
Holders Change
-24
Holders Change %
-1.63%
% of All Funds
20.75%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.16%
New
130
Increased
550
Reduced
534
Closed
141
Calls
$1.59B
Puts
$960M
Net Calls
+$628M
Net Calls Change
+$211M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$406M
2
IAIM
International Assets Investment Management
Florida
+$155M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$147M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$111M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$82.5M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$448M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$338M
3
BlackRock
BlackRock
New York
-$319M
4
UBS Group
UBS Group
Switzerland
-$212M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$155M
Name Holding Trade Value Shares
Change 		Change in
Stake
GPW
1026
Gentry Private Wealth
Kansas
$324K -$1.45K -10 -0.4%
QCG
1027
Quadrant Capital Group
Ohio
$323K -$21.5K -148 -6%
CWA
1028
Centennial Wealth Advisory
Michigan
$322K +$1.89K +13 +0.5%
TWA
1029
TCI Wealth Advisors
Arizona
$321K +$871 +6 +0.3%
FMP
1030
Financial Management Professionals
Texas
$316K +$4.79K +33 +1%
TH
1031
TCTC Holdings
Texas
$315K – – –
SB
1032
Strategic Blueprint
Georgia
$314K -$25K -172 -7%
MCWA
1033
Meadow Creek Wealth Advisors
Georgia
$314K +$31.2K +215 +10%
LHWM
1034
Lake Hills Wealth Management
Texas
$310K -$21.2K -146 -6%
MWM
1035
Meridian Wealth Management
Kentucky
$309K -$1.31K -9 -0.4%
RC
1036
Rovin Capital
Arizona
$309K +$27.2K +187 +9%
BAM
1037
Berkshire Asset Management
Pennsylvania
$308K – – –
PPP
1038
Private Portfolio Partners
New Jersey
$307K +$330K +2,274 New
BL
1039
BFSG LLC
California
$307K +$28K +193 +9%
BJL
1040
Brighton Jones LLC
Washington
$306K -$25.1K -173 -7%
BP
1041
Ballentine Partners
Massachusetts
$306K +$7.84K +54 +2%
CFP
1042
Catalyst Financial Partners
Massachusetts
$306K – – –
BAAM
1043
Baker Avenue Asset Management
California
$304K +$110K +759 +51%
AAIS
1044
ABN AMRO Investment Solutions
$300K +$42.3K +291 +15%
MA
1045
Montag & Associates
Georgia
$300K -$101K -695 -24%
MC
1046
Machina Capital
France
$299K +$322K +2,217 New
PGWM
1047
Parisi Gray Wealth Management
New Jersey
$299K +$2.18K +15 +0.7%
SWM
1048
Scissortail Wealth Management
Oklahoma
$299K -$321K -2,209 -100%
AIA
1049
Armor Investment Advisors
North Carolina
$299K -$726 -5 -0.2%
EWM
1050
Empirical Wealth Management
Washington
$299K +$581 +4 +0.2%
40 41
42
43 44

VLO Hedge Fund Activity: Q3 2024 in Review

1,445 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q3 2024, worth a combined $34.9B — down 15% from $41.3B a quarter earlier.

Sellers outnumbered buyers: 141 funds closed out of VLO and 130 opened new positions — a net loss of 11 holders — while 534 trimmed existing stakes and 550 added.

The largest buyer was Wellington Management Group, adding an estimated $406M. The largest seller was Fidelity Investments, cutting an estimated $448M.

  • 1,445 institutional investors held Valero Energy (VLO) as of Q3 2024, down from 1,469 in Q2 2024.
  • Funds reported $34.9B of Valero Energy stock for Q3 2024, down 15% quarter-over-quarter.
  • 130 funds opened new Valero Energy positions in Q3 2024 and 141 closed out, a net change of -11 holders.
  • The largest Valero Energy buyer in Q3 2024 was Wellington Management Group, an estimated $406M added.
  • The largest Valero Energy seller in Q3 2024 was Fidelity Investments, an estimated $448M sold.

Based on aggregated 13F filings for Q3 2024.