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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 %
PWP
1026
Precedent Wealth Partners
Texas
$310K +$6.87K +56 +2%
CF
1027
Centaurus Financial
California
$310K -$38.7K -316 -11%
SAG
1028
SageView Advisory Group
California
$308K +$114K +928 +59%
WSC
1029
Wellington Shields & Co
New York
$306K – – –
WCM
1030
WealthBridge Capital Management
Ohio
$306K -$62.4K -509 -17%
RLH
1031
RD Lewis Holdings
Florida
$305K +$305K +2,291 New
MCWA
1032
Meadow Creek Wealth Advisors
Georgia
$303K +$17.4K +142 +6%
BL
1033
BFSG LLC
California
$302K +$23.5K +192 +8%
RC
1034
Rovin Capital
Arizona
$300K +$18.7K +152 +7%
FAM
1035
Formidable Asset Management
Ohio
$300K -$7.6K -62 -2%
MS
1036
Maven Securities
Jersey
$299K -$242K -1,972 -45%
OLVIG
1037
Oliver Lagore Vanvalin Investment Group
Michigan
$297K – – –
Walleye Trading
1038
Walleye Trading
New York
$296K – – –
IGAM
1039
iA Global Asset Management
Quebec, Canada
$293K -$1.46M -11,910 -83%
WAAG
1040
Wealth Alliance Advisory Group
Kansas
$293K -$16.9K -138 -5%
TW
1041
Transform Wealth
Colorado
$292K +$292K +2,379 New
TWA
1042
TCI Wealth Advisors
Arizona
$291K -$490 -4 -0.2%
MWM
1043
Modera Wealth Management
New Jersey
$291K +$77.8K +635 +37%
MFIM
1044
Mesirow Financial Investment Management
Illinois
$290K +$71.3K +581 +33%
CFS
1045
Commonwealth Financial Services
West Virginia
$287K -$9.19K -75 -3%
TH
1046
TCTC Holdings
Texas
$286K – – –
BJL
1047
Brighton Jones LLC
Washington
$285K +$7.48K +61 +3%
SB
1048
Strategic Blueprint
Georgia
$284K -$1.35K -11 -0.5%
EWM
1049
Empirical Wealth Management
Washington
$283K +$12.3K +100 +5%
CFP
1050
Catalyst Financial Partners
Massachusetts
$282K +$4.9K +40 +2%
40 41
42
43 44