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Valero Energy
VLO

1,470 hedge funds and large institutions have $41.3B invested in Valero Energy in 2024 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 567 increasing their positions, 551 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $1.48B | Put options by funds: $1.07B

3% more repeat investments, than reductions

Existing positions increased: 567 | Existing positions reduced: 551

0.46% more ownership

Funds ownership: 80.14% → 80.6% (+0.46%)

3% less funds holding

Funds holding: 1,522 → 1,470 (-52)

9% less capital invested

Capital invested by funds: $45.4B → $41.3B (-$4.14B)

24% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 139

38% less funds holding in top 10

Funds holding in top 10: 29 → 18 (-11)

Holders
1,470
Holders Change
-52
Holders Change %
-3.42%
% of All Funds
21.23%
Holding in Top 10
18
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-37.93%
% of All Funds
0.26%
New
106
Increased
567
Reduced
551
Closed
139
Calls
$1.48B
Puts
$1.07B
Net Calls
+$417M
Net Calls Change
-$323M

Top Buyers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
+$273M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$128M
3
Goldman Sachs
Goldman Sachs
New York
+$124M
4
UBS AM
UBS AM
Illinois
+$94.7M
5
Holocene Advisors
Holocene Advisors
New York
+$68.8M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$331M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$175M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$123M
4
Marshall Wace
Marshall Wace
United Kingdom
-$122M
5
Amundi
Amundi
France
-$63.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1101
Patten & Patten
Tennessee
$275K – – –
MFG
1102
Magnus Financial Group
New York
$275K +$11.8K +73 +4%
OWA
1103
Opal Wealth Advisors
New York
$275K +$66.8K +414 +31%
JSC
1104
Jackson Square Capital
California
$275K – – –
TWM
1105
Trueblood Wealth Management
Ohio
$274K -$4.03K -25 -1%
AA
1106
Ancora Advisors
Ohio
$274K – – –
ISL
1107
Ingalls & Snyder LLC
New York
$274K – – –
PCMC
1108
Paragon Capital Management (Colorado)
Colorado
$274K +$22.4K +139 +9%
CAM
1109
Concorde Asset Management
Michigan
$274K -$35.3K -219 -11%
EWM
1110
EPG Wealth Management
Georgia
$272K -$249K -1,542 Closed
SSWM
1111
Strait & Sound Wealth Management
California
$272K +$280K +1,736 New
LNB
1112
Ledyard National Bank
$272K +$484 +3 +0.2%
AC
1113
Apella Capital
Connecticut
$268K -$5.49K -34 -2%
AWM
1114
Angeles Wealth Management
California
$268K +$43.4K +269 +19%
AC
1115
Avestar Capital
New York
$267K +$47.6K +295 +21%
GHA
1116
GW Henssler & Associates
Georgia
$267K -$1.45K -9 -0.5%
9WM
1117
9258 Wealth Management
Ohio
$267K -$645 -4 -0.2%
CFGS
1118
Concourse Financial Group Securities
Alabama
$267K +$60.7K +376 +28%
BIG
1119
Brooklyn Investment Group
New York
$267K – – –
VVP
1120
Venture Visionary Partners
Ohio
$266K -$807 -5 -0.3%
II
1121
Inspire Investing
Idaho
$266K -$995K -6,166 -78%
VP
1122
Verum Partners
North Carolina
$265K +$1.61K +10 +0.6%
RRCM
1123
Rappaport Reiches Capital Management
Illinois
$265K +$3.87K +24 +1%
BWG
1124
Balanced Wealth Group
Ohio
$260K +$1.77K +11 +0.7%
TCOT
1125
Trust Company of Toledo
Ohio
$260K +$3.87K +24 +1%
43 44
45
46 47

VLO Hedge Fund Activity: Q2 2024 in Review

1,470 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q2 2024, worth a combined $41.3B — down 9.1% from $45.4B a quarter earlier.

Sellers outnumbered buyers: 139 funds closed out of VLO and 106 opened new positions — a net loss of 33 holders — while 551 trimmed existing stakes and 567 added.

The largest buyer was Nuveen, adding an estimated $273M. The largest seller was BlackRock, cutting an estimated $331M.

  • 1,470 institutional investors held Valero Energy (VLO) as of Q2 2024, down from 1,522 in Q1 2024.
  • Funds reported $41.3B of Valero Energy stock for Q2 2024, down 9.1% quarter-over-quarter.
  • 106 funds opened new Valero Energy positions in Q2 2024 and 139 closed out, a net change of -33 holders.
  • The largest Valero Energy buyer in Q2 2024 was Nuveen, an estimated $273M added.
  • The largest Valero Energy seller in Q2 2024 was BlackRock, an estimated $331M sold.

Based on aggregated 13F filings for Q2 2024.