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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 %
AFG
1126
ABLE Financial Group
Arizona
$228K -$64.4K -479 -22%
CG
1127
CFO4Life Group
Texas
$224K +$12.1K +90 +6%
JWM
1128
Jeppson Wealth Management
California
$223K – – –
SIM
1129
Stratos Investment Management
Ohio
$222K +$16.1K +120 +8%
OAM
1130
Oak Asset Management
California
$222K -$19.6K -146 -8%
PTC
1131
Philadelphia Trust Company
Pennsylvania
$222K +$16.1K +120 +8%
CWP
1132
Cyndeo Wealth Partners
Florida
$221K +$221K +1,646 New
EWM
1133
EPG Wealth Management
Georgia
$221K – – –
AAMC
1134
Asset Allocation & Management Company
Illinois
$220K – – –
DMBA
1135
Deseret Mutual Benefit Administrators
Utah
$219K – – –
HNB
1136
Hilltop National Bank
Wyoming
$219K +$219K +1,628 New
VCM
1137
Versant Capital Management
Arizona
$217K -$22.9K -170 -10%
SCM
1138
Schnieders Capital Management
California
$217K -$4.44K -33 -2%
ZBNA
1139
Zions Bancorporation, National Association
Utah
$217K +$110K +821 +104%
SSC
1140
Syverson Strege & Co
Iowa
$215K +$215K +1,601 New
BFC
1141
Bedel Financial Consulting
Indiana
$215K +$215K +1,601 New
PPWP
1142
Premier Path Wealth Partners
New Jersey
$215K +$215K +1,599 New
TSW
1143
Thompson Siegel & Walmsley
Virginia
$215K – – –
NDSI
1144
Newman Dignan & Sheerar Inc
Rhode Island
$215K +$215K +1,596 New
MWM
1145
Modern Wealth Management
Kansas
$214K +$214K +1,590 New
ABC
1146
Associated Banc-Corp
Wisconsin
$214K -$8.74K -65 -4%
SWM
1147
Silverlake Wealth Management
Vermont
$213K +$269 +2 +0.1%
SMA
1148
Sage Mountain Advisors
Georgia
$213K +$213K +1,583 New
PWG
1149
Portside Wealth Group
Utah
$213K -$87K -647 -29%
SIA
1150
Soltis Investment Advisors
Utah
$212K +$212K +1,579 New
44 45
46
47 48