VLO icon

Valero Energy
VLO

Overview Fund Activity

1,451 hedge funds and large institutions have $35.4B invested in Valero Energy in 2025 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 528 increasing their positions, 547 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,451
Holders Change
+3
Holders Change %
+0.21%
% of All Funds
19.45%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
142
Increased
528
Reduced
547
Closed
111
Calls
$635M
Puts
$660M
Net Calls
-$25.6M
Net Calls Change
+$102M

Top Buyers

1
Geode Capital Management
Geode Capital Management
Massachusetts
+$156M
2
BlackRock
BlackRock
New York
+$137M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$114M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$107M
5
Victory Capital Management
Victory Capital Management
Texas
+$74.8M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$189M
2
NL
Nuveen LLC
North Carolina
-$171M
3
State Street
State Street
Massachusetts
-$112M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$106M
5
Invesco
Invesco
Georgia
-$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCWA
1076
Vanguard Capital Wealth Advisors
Colorado
$257K – – –
MPM
1077
MBB Public Markets
Illinois
$257K -$61.7K -459 -19%
V
1078
VeraBank
Texas
$255K +$255K +1,894 New
AWA
1079
Aaron Wealth Advisors
Illinois
$255K +$255K +1,894 New
SYBT
1080
Stock Yards Bank & Trust
Kentucky
$254K -$108K -800 -30%
MLA
1081
My Legacy Advisors
Oregon
$253K +$253K +1,634 New
EFG
1082
Everhart Financial Group
Ohio
$252K +$32K +238 +15%
ZF
1083
Zhang Financial
Michigan
$251K +$251K +1,864 New
BWS
1084
Broadway Wealth Solutions
Texas
$251K +$9.28K +69 +4%
PA
1085
Probity Advisors
Texas
$250K +$11.3K +84 +5%
TWM
1086
TCFG Wealth Management
California
$249K -$22.6K -168 -8%
AC
1087
Apella Capital
Connecticut
$248K -$6.18K -43 -2%
CAAS
1088
Capital Asset Advisory Services
Michigan
$247K +$247K +1,793 New
UCB
1089
United Community Bank
South Carolina
$247K -$12K -89 -5%
KA
1090
Kozak & Associates
Colorado
$245K +$1.94K +13 +0.8%
EBT
1091
Enterprise Bank & Trust
Massachusetts
$243K – – –
NFP
1092
Narus Financial Partners
Utah
$243K +$30K +223 +14%
FCM
1093
Fairbanks Capital Management
California
$243K – – –
GB
1094
Goepper Burkhardt
South Carolina
$242K – – –
TCOT
1095
Trust Company of Toledo
Ohio
$242K +$11K +82 +5%
GITFIT
1096
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$242K +$20.2K +150 +9%
AA
1097
Ancora Advisors
Ohio
$242K -$7.39K -55 -3%
OA
1098
Oxbow Advisors
Texas
$241K – – –
LWM
1099
LongView Wealth Management
Georgia
$241K – – –
KLCM
1100
KG&L Capital Management
Louisiana
$240K -$17.6K -131 -7%
42 43
44
45 46