VLO icon

Valero Energy
VLO

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 %
BFC
1126
Bedel Financial Consulting
Indiana
$225K – – –
AAP
1127
Arax Advisory Partners
Colorado
$225K +$60.3K +491 +37%
PA
1128
Probity Advisors
Texas
$224K -$2.08K -17 -0.9%
HTC
1129
Haverford Trust Company
Pennsylvania
$223K -$46.1K -376 -17%
MFG
1130
Magnus Financial Group
New York
$223K +$19K +155 +9%
BWG
1131
Balanced Wealth Group
Ohio
$222K +$2K +15 +0.9%
MSR
1132
Main Street Research
Connecticut
$222K +$222K +1,811 New
AC
1133
Apella Capital
Connecticut
$222K +$858 +7 +0.4%
EBT
1134
Enterprise Bank & Trust
Massachusetts
$222K – – –
FCM
1135
Fairbanks Capital Management
California
$222K – – –
GB
1136
Goepper Burkhardt
South Carolina
$221K – – –
OAM
1137
Oak Asset Management
California
$221K – – –
PP
1138
Patten & Patten
Tennessee
$220K +$2.7K +22 +1%
BWS
1139
Broadway Wealth Solutions
Texas
$220K +$220K +1,791 New
SWP
1140
Sagespring Wealth Partners
Tennessee
$219K +$219K +1,788 New
ISL
1141
Ingalls & Snyder LLC
New York
$219K +$4.42K +36 +2%
TCOT
1142
Trust Company of Toledo
Ohio
$218K +$15K +122 +7%
TCA
1143
Transcend Capital Advisors
New Jersey
$217K -$26.7K -218 -11%
CIG
1144
Cullen Investment Group
Louisiana
$217K +$31.4K +256 +17%
BAAM
1145
Baker Avenue Asset Management
California
$217K -$59.1K -482 -21%
XF
1146
XML Financial
Maryland
$216K – – –
JSC
1147
Jackson Square Capital
California
$215K – – –
POIA
1148
Pin Oak Investment Advisors
Texas
$214K – – –
PTC
1149
Philadelphia Trust Company
Pennsylvania
$213K -$24.6K -200 -10%
PCMC
1150
Paragon Capital Management (Colorado)
Colorado
$213K -$2.94K -24 -1%
44 45
46
47 48