We are live on ! Find out more
VLO icon

Valero Energy

1,213 hedge funds and large institutions have $33.4B invested in Valero Energy in 2022 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 427 increasing their positions, 468 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 92

47% more funds holding in top 10

Funds holding in top 10: 1725 (+8)

3% more funds holding

Funds holding: 1,1721,213 (+41)

3% more capital invested

Capital invested by funds: $32.5B → $33.4B (+$975M)

0.9% less ownership

Funds ownership: 78.37%77.47% (-0.9%)

7% less call options, than puts

Call options by funds: $1.01B | Put options by funds: $1.08B

9% less repeat investments, than reductions

Existing positions increased: 427 | Existing positions reduced: 468

Holders
1,213
Holders Change
+41
Holders Change %
+3.5%
% of All Funds
20.43%
Holding in Top 10
25
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+47.06%
% of All Funds
0.42%
New
153
Increased
427
Reduced
468
Closed
92
Calls
$1.01B
Puts
$1.08B
Net Calls
-$70.8M
Net Calls Change
-$162M
Name Holding Trade Value Shares
Change
Change in
Stake
FRA
1051
Front Row Advisors
California
$99K +$110K +930 New
WOC
1052
West Oak Capital
California
$96K
BWL
1053
Bogart Wealth LLC
Virginia
$96K +$59.3K +501 +125%
FPS
1054
Fieldpoint Private Securities
Connecticut
$92K +$31.3K +264 +44%
JFGIW
1055
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$88K
DAC
1056
Dividend Assets Capital
South Carolina
$87K
ST
1057
Smithfield Trust
Pennsylvania
$87K
SCA
1058
Stonebridge Capital Advisors
Minnesota
$85K
EWA
1059
EverSource Wealth Advisors
Alabama
$85K +$49.8K +421 +109%
TC
1060
Truvestments Capital
Florida
$85K +$94.7K +800 New
PA
1061
Parallel Advisors
California
$84K -$32.8K -277 -26%
SC
1062
Schubert & Co
Texas
$82K +$6.87K +58 +8%
SWA
1063
SOA Wealth Advisors
New York
$81K +$473 +4 +0.5%
BCWM
1064
Bartlett & Co Wealth Management
Ohio
$77.1K
BC
1065
Bartlett & Co
Ohio
$77K
FF
1066
FourThought Financial
Florida
$75K -$5.21K -44 -6%
EIP
1067
Ellis Investment Partners
Pennsylvania
$74K +$592 +5 +0.7%
GIA
1068
GHP Investment Advisors
Colorado
$73K +$592 +5 +0.7%
SFFS
1069
Stonehage Fleming Financial Services
Jersey
$72K +$79.7K +673 New
CWA
1070
Clearview Wealth Advisors
Oregon
$68K -$55.5K -469 -42%
CFO
1071
CVA Family Office
Colorado
$68K
CFD
1072
Creative Financial Designs
Indiana
$64K +$47.3K +400 +200%
MWA
1073
Miller Wealth Advisors
Colorado
$62K +$355 +3 +0.5%
ZIG
1074
Zullo Investment Group
Pennsylvania
$61K -$27.1K -229 -28%
MA
1075
MCF Advisors
Kentucky
$61K

VLO Hedge Fund Activity: Q2 2022 in Review

1,213 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q2 2022, worth a combined $33.4B — up 3% from $32.5B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new VLO positions and 92 closed out — a net gain of 61 holders — while 427 added to existing stakes and 468 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $637M. The largest seller was Vanguard Group, cutting an estimated $682M.

  • 1,213 institutional investors held Valero Energy (VLO) as of Q2 2022, up from 1,172 in Q1 2022.
  • Funds reported $33.4B of Valero Energy stock for Q2 2022, up 3% quarter-over-quarter.
  • 153 funds opened new Valero Energy positions in Q2 2022 and 92 closed out, a net change of +61 holders.
  • The largest Valero Energy buyer in Q2 2022 was Fidelity Investments, an estimated $637M added.
  • The largest Valero Energy seller in Q2 2022 was Vanguard Group, an estimated $682M sold.

Based on aggregated 13F filings for Q2 2022.