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Valero Energy
VLO

Overview Fund Activity

1,432 hedge funds and large institutions have $34.2B invested in Valero Energy in 2024 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 543 increasing their positions, 530 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,432
Holders Change
-25
Holders Change %
-1.72%
% of All Funds
20.71%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.16%
New
131
Increased
543
Reduced
530
Closed
142
Calls
$1.59B
Puts
$960M
Net Calls
+$628M
Net Calls Change
+$211M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$377M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$137M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$104M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$76.7M
5
Pacer Advisors
Pacer Advisors
Pennsylvania
+$76.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$417M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$314M
3
BlackRock
BlackRock
New York
-$296M
4
UBS Group
UBS Group
Switzerland
-$198M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
GGS
1101
Galvin Gaustad & Stein
Arizona
$253K -$675 -5 -0.3%
GM
1102
GeoWealth Management
Illinois
$252K -$3.65K -27 -1%
DFG
1103
Delta Financial Group
New Jersey
$252K +$252K +1,868 New
GIA
1104
Gladstone Institutional Advisory
Florida
$251K +$53.3K +395 +27%
FWCM
1105
Ferguson Wellman Capital Management
Oregon
$250K – – –
PA
1106
Probity Advisors
Texas
$249K – – –
SCM
1107
Shelton Capital Management
Colorado
$249K -$23.1K -171 -8%
OPTFSNA
1108
Old Point Trust & Financial Services N A
Virginia
$249K – – –
CAM
1109
Claret Asset Management
Quebec, Canada
$248K – – –
OWA
1110
Opal Wealth Advisors
New York
$248K +$11.1K +82 +5%
ZF
1111
Zhang Financial
Michigan
$247K +$23.4K +173 +10%
RWM
1112
RKL Wealth Management
Pennsylvania
$245K +$245K +1,815 New
PCA
1113
Pallas Capital Advisors
Massachusetts
$245K -$43.7K -333 -15%
AC
1114
Apella Capital
Connecticut
$245K -$4.07K -30 -2%
EBT
1115
Enterprise Bank & Trust
Massachusetts
$244K – – –
FCM
1116
Fairbanks Capital Management
California
$244K – – –
GWANC
1117
Guardian Wealth Advisors (North Carolina)
North Carolina
$244K -$4.19K -31 -2%
GB
1118
Goepper Burkhardt
South Carolina
$243K – – –
OAM
1119
Oak Asset Management
California
$243K – – –
MFIM
1120
Mesirow Financial Investment Management
Illinois
$240K +$3.51K +26 +1%
PP
1121
Patten & Patten
Tennessee
$240K +$2.84K +21 +1%
CAG
1122
Csenge Advisory Group
Florida
$239K -$381K -2,674 -61%
PCMC
1123
Paragon Capital Management (Colorado)
Colorado
$238K +$1.76K +13 +0.7%
XF
1124
XML Financial
Maryland
$238K – – –
NI
1125
NDVR Inc
Massachusetts
$237K -$4.08K -30 -2%
43 44
45
46 47