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Valero Energy

1,858 hedge funds and large institutions have $61.6B invested in Valero Energy in 2026 Q1 according to their latest regulatory filings, with 361 funds opening new positions, 649 increasing their positions, 600 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

8% more repeat investments, than reductions

Existing positions increased: 649 | Existing positions reduced: 600

2% less call options, than puts

Call options by funds: $1.01B | Put options by funds: $1.02B

1.05% less ownership

Funds ownership: 84.6%83.56% (-1%)

Holders
1,858
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
37
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.01B
Puts
$1.02B
Net Calls
Net Calls Change

Top Buyers

1 +$332M
2 +$296M
3 +$295M
4
Millennium Management
Millennium Management
New York
+$264M
5
Ameriprise
Ameriprise
Minnesota
+$189M
Name Holding Trade Value Shares
Change
Change in
Stake
FAN
1026
Financial Advisors Network
California
$669K
SSWM
1027
Smith Salley Wealth Management
North Carolina
$668K
MBWA
1028
Marin Bay Wealth Advisors
California
$667K
PAA
1029
Peregrine Asset Advisers
Oregon
$667K
SI
1030
Sava Infond
Slovenia
$667K
HC
1031
Hamilton Capital
Ohio
$666K
GL
1032
Gerber LLC
Ohio
$665K
UPS
1033
UHLMANN PRICE SECURITIES
Illinois
$664K
JWA
1034
JFS Wealth Advisors
Pennsylvania
$659K
GCM
1035
Gables Capital Management
Florida
$658K
PCFFS
1036
Pacific Center for Financial Services
California
$657K
PIM
1037
Plato Investment Management
Australia
$656K
FRA
1038
Frank Rimerman Advisors
California
$654K
FTC
1039
Farmers Trust Company
Ohio
$651K
FCMT
1040
Founders Capital Management (Texas)
Texas
$650K
VWM
1041
Venturi Wealth Management
Texas
$648K
GBT
1042
Grove Bank & Trust
Florida
$648K
FMP
1043
Financial Management Professionals
Texas
$644K
EWM
1044
Empirical Wealth Management
Washington
$644K
CL
1045
CSS LLC
Illinois
$640K
FMI
1046
Frec Markets Inc
California
$639K
TPCW
1047
TD Private Client Wealth
New York
$639K
SWA
1048
Strategies Wealth Advisors
Michigan
$638K
WCM Investment Management
1049
WCM Investment Management
California
$638K
DAS
1050
Dynamic Advisor Solutions
Arizona
$637K