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Valero Energy
VLO

1,445 hedge funds and large institutions have $34.9B invested in Valero Energy in 2024 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 550 increasing their positions, 534 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $1.59B | Put options by funds: $960M

3% more repeat investments, than reductions

Existing positions increased: 550 | Existing positions reduced: 534

0.41% more ownership

Funds ownership: 80.6% → 81% (+0.41%)

8% less first-time investments, than exits

New positions opened: 130 | Existing positions closed: 141

2% less funds holding

Funds holding: 1,469 → 1,445 (-24)

15% less capital invested

Capital invested by funds: $41.3B → $34.9B (-$6.37B)

39% less funds holding in top 10

Funds holding in top 10: 18 → 11 (-7)

Holders
1,445
Holders Change
-24
Holders Change %
-1.63%
% of All Funds
20.75%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.16%
New
130
Increased
550
Reduced
534
Closed
141
Calls
$1.59B
Puts
$960M
Net Calls
+$628M
Net Calls Change
+$211M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$406M
2
IAIM
International Assets Investment Management
Florida
+$155M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$147M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$111M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$82.5M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$448M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$338M
3
BlackRock
BlackRock
New York
-$319M
4
UBS Group
UBS Group
Switzerland
-$212M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$155M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
1126
Fairbanks Capital Management
California
$244K – – –
GWANC
1127
Guardian Wealth Advisors (North Carolina)
North Carolina
$244K -$4.5K -31 -2%
GB
1128
Goepper Burkhardt
South Carolina
$243K – – –
OAM
1129
Oak Asset Management
California
$243K – – –
MFIM
1130
Mesirow Financial Investment Management
Illinois
$240K +$3.77K +26 +1%
PP
1131
Patten & Patten
Tennessee
$240K +$3.05K +21 +1%
CAG
1132
Csenge Advisory Group
Florida
$239K -$388K -2,674 -61%
PCMC
1133
Paragon Capital Management (Colorado)
Colorado
$238K +$1.89K +13 +0.7%
XF
1134
XML Financial
Maryland
$238K – – –
NI
1135
NDVR Inc
Massachusetts
$237K -$4.36K -30 -2%
OAM
1136
Oxford Asset Management
United Kingdom
$237K +$255K +1,755 New
LC
1137
Lindbrook Capital
California
$237K -$8.86K -61 -3%
JSC
1138
Jackson Square Capital
California
$237K – – –
ISL
1139
Ingalls & Snyder LLC
New York
$236K – – –
CAM
1140
Concorde Asset Management
Michigan
$236K -$145 -1 -0.1%
LA
1141
Lifeworks Advisors
Michigan
$234K +$65.6K +452 +35%
FFM
1142
Fullerton Fund Management
Singapore
$234K -$222K -1,531 -47%
MWM
1143
Modera Wealth Management
New Jersey
$234K -$11.5K -79 -4%
TNA
1144
True North Advisors
Texas
$234K -$474K -3,267 -65%
CT
1145
Colonial Trust
South Carolina
$234K +$135K +930 +116%
EWS
1146
Evergreen Wealth Solutions
Pennsylvania
$233K -$31.9K -220 -11%
CCA
1147
Criterion Capital Advisors
Tennessee
$232K – – –
AC
1148
Avestar Capital
New York
$232K +$1.31K +9 +0.5%
NCFG
1149
New Century Financial Group
New Jersey
$231K +$11.8K +81 +5%
UCB
1150
United Community Bank
South Carolina
$229K -$86.1K -593 -26%
44 45
46
47 48

VLO Hedge Fund Activity: Q3 2024 in Review

1,445 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q3 2024, worth a combined $34.9B — down 15% from $41.3B a quarter earlier.

Sellers outnumbered buyers: 141 funds closed out of VLO and 130 opened new positions — a net loss of 11 holders — while 534 trimmed existing stakes and 550 added.

The largest buyer was Wellington Management Group, adding an estimated $406M. The largest seller was Fidelity Investments, cutting an estimated $448M.

  • 1,445 institutional investors held Valero Energy (VLO) as of Q3 2024, down from 1,469 in Q2 2024.
  • Funds reported $34.9B of Valero Energy stock for Q3 2024, down 15% quarter-over-quarter.
  • 130 funds opened new Valero Energy positions in Q3 2024 and 141 closed out, a net change of -11 holders.
  • The largest Valero Energy buyer in Q3 2024 was Wellington Management Group, an estimated $406M added.
  • The largest Valero Energy seller in Q3 2024 was Fidelity Investments, an estimated $448M sold.

Based on aggregated 13F filings for Q3 2024.