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Valero Energy
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Overview Fund Activity

1,457 hedge funds and large institutions have $32.9B invested in Valero Energy in 2024 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 489 increasing their positions, 567 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,457
Holders Change
+25
Holders Change %
+1.75%
% of All Funds
19.39%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
190
Increased
489
Reduced
567
Closed
139
Calls
$925M
Puts
$956M
Net Calls
-$30.6M
Net Calls Change
-$659M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$589M
2
Citadel Advisors
Citadel Advisors
Florida
+$154M
3
BlackRock
BlackRock
New York
+$88.5M
4
UBS Group
UBS Group
Switzerland
+$75.8M
5
Northern Trust
Northern Trust
Illinois
+$64.9M

Top Sellers

1
State Street
State Street
Massachusetts
-$147M
2
IAIM
International Assets Investment Management
Florida
-$131M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$118M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$109M
5
Morgan Stanley
Morgan Stanley
New York
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFL
1101
Jarislowsky, Fraser Ltd
Quebec, Canada
$244K – – –
GWANC
1102
Guardian Wealth Advisors (North Carolina)
North Carolina
$243K +$21.2K +173 +10%
LNB
1103
Ledyard National Bank
$240K +$2.08K +17 +0.9%
FFA
1104
Florida Financial Advisors
Florida
$240K +$2.45K +20 +1%
AA
1105
Ancora Advisors
Ohio
$239K +$38.6K +315 +19%
PCP
1106
Proficio Capital Partners
Massachusetts
$236K +$236K +1,923 New
CAM
1107
Concorde Asset Management
Michigan
$236K +$21.7K +177 +10%
VCWA
1108
Vanguard Capital Wealth Advisors
Colorado
$235K -$613 -5 -0.3%
ZF
1109
Zhang Financial
Michigan
$232K +$8.46K +69 +4%
WA
1110
WESPAC Advisors
California
$232K +$613 +5 +0.3%
DWT
1111
Dorsey & Whitney Trust
South Dakota
$232K -$613 -5 -0.3%
LWM
1112
LongView Wealth Management
Georgia
$232K -$9.32K -76 -4%
CCA
1113
Criterion Capital Advisors
Tennessee
$232K – – –
CIAS
1114
Capital Investment Advisory Services
North Carolina
$231K – – –
VWA
1115
Visionary Wealth Advisors
Illinois
$230K -$35.8K -292 -13%
GF
1116
Gries Financial
Ohio
$229K -$9.56K -78 -4%
MWM
1117
Meridian Wealth Management
Kentucky
$227K -$53.2K -434 -19%
NI
1118
NDVR Inc
Massachusetts
$227K +$13K +106 +6%
OWM
1119
OneAscent Wealth Management
Alabama
$227K -$34.9K -284 -13%
WCM
1120
Washburn Capital Management
Florida
$227K -$70.5K -575 -24%
AC
1121
Avestar Capital
New York
$227K +$16.6K +135 +8%
CAM
1122
Claret Asset Management
Quebec, Canada
$226K – – –
SCM
1123
Shelton Capital Management
Colorado
$226K – – –
HBS
1124
Howard Bailey Securities
Indiana
$226K +$35.4K +289 +19%
CCG
1125
Catalina Capital Group
California
$225K -$11.9K -97 -5%
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