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Valero Energy

1,387 hedge funds and large institutions have $40B invested in Valero Energy in 2023 Q1 according to their latest regulatory filings, with 170 funds opening new positions, 494 increasing their positions, 537 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,387
Holders Change
+68
Holders Change %
+5.16%
% of All Funds
22.2%
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.51%
New
170
Increased
494
Reduced
537
Closed
76
Calls
$997M
Puts
$947M
Net Calls
+$49.9M
Net Calls Change
+$447M
Name Holding Trade Value Shares
Change
Shares
Change %
BPC
1101
Banque Pictet & Cie
Switzerland
$237K -$41.9K -300 -15%
EWM
1102
EPG Wealth Management
Georgia
$236K +$236K +1,691 New
SWM
1103
Silverlake Wealth Management
Vermont
$234K -$4.75K -34 -2%
LC
1104
Lindbrook Capital
California
$234K -$127K -911 -35%
TPCW
1105
TD Private Client Wealth
New York
$233K -$16.5K -118 -7%
GWANC
1106
Guardian Wealth Advisors (North Carolina)
North Carolina
$232K +$232K +1,665 New
RRCM
1107
Rappaport Reiches Capital Management
Illinois
$232K
ANTB
1108
AMG National Trust Bank
Colorado
$231K -$1.95K -14 -0.8%
AI
1109
AXS Investments
New York
$230K +$198K +1,420 +615%
MWA
1110
Miller Wealth Advisors
Colorado
$229K -$27.5K -120 -11%
NDSI
1111
Newman Dignan & Sheerar Inc
Rhode Island
$229K -$7.4K -53 -3%
AAMC
1112
Asset Allocation & Management Company
Illinois
$228K
FIB
1113
First Interstate Bank
Montana
$227K
AIM
1114
Athena Investment Management
California
$227K -$838 -6 -0.4%
MGIA
1115
Moneta Group Investment Advisors
Missouri
$227K +$227K +1,625 New
TSW
1116
Thompson Siegel & Walmsley
Virginia
$226K -$1.26K -9 -0.6%
PCMC
1117
Paragon Capital Management (Colorado)
Colorado
$225K -$1.12K -8 -0.5%
VA
1118
Valmark Advisers
Ohio
$225K +$5.03K +36 +2%
9WM
1119
9258 Wealth Management
Ohio
$225K
BFC
1120
Bedel Financial Consulting
Indiana
$225K
AWA
1121
Arkadios Wealth Advisors
Georgia
$225K -$23.7K -170 -10%
S
1122
SignatureFD
Georgia
$224K -$1.95K -14 -0.9%
MFS
1123
Mirabella Financial Services
United Kingdom
$223K +$223K +1,600 New
SSG
1124
Summit Securities Group
New York
$223K -$1.11M -7,989 -83%
BP
1125
Ballentine Partners
Massachusetts
$223K -$23.6K -169 -10%