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Valero Energy
VLO

Overview Fund Activity

1,334 hedge funds and large institutions have $32.5B invested in Valero Energy in 2023 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 479 increasing their positions, 558 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,334
Holders Change
-53
Holders Change %
-3.82%
% of All Funds
21.04%
Holding in Top 10
19
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-40.63%
% of All Funds
0.3%
New
106
Increased
479
Reduced
558
Closed
150
Calls
$1.02B
Puts
$798M
Net Calls
+$223M
Net Calls Change
+$173M

Top Buyers

1
MBI
Montrusco Bolton Investments
Quebec, Canada
+$222M
2
Millennium Management
Millennium Management
New York
+$215M
3
Barclays
Barclays
United Kingdom
+$121M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$102M
5
Marshall Wace
Marshall Wace
United Kingdom
+$82M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$522M
2
BlackRock
BlackRock
New York
-$476M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$279M
4
EWA
EP Wealth Advisors
California
-$253M
5
State Street
State Street
Massachusetts
-$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
1151
Bartlett & Co Wealth Management
Ohio
$96.8K +$11.7K +100 +14%
SCA
1152
Stonebridge Capital Advisors
Minnesota
$95.1K -$2.47K -21 -3%
TC
1153
Truvestments Capital
Florida
$93.8K – – –
PAG
1154
Paladin Advisory Group
Iowa
$93.8K – – –
PPC
1155
Park Place Capital
Alabama
$93.3K +$2.82K +24 +3%
AS
1156
Altshuler Shaham
Israel
$92.8K -$19.6K -167 -17%
GWS
1157
Glassman Wealth Services
Virginia
$92.4K -$17.4K -148 -16%
MA
1158
MCF Advisors
Kentucky
$88.6K – – –
BTI
1159
Blue Trust Inc
Georgia
$88K -$59.5K -428 -40%
KTC
1160
Kistler-Tiffany Companies
Pennsylvania
$87.6K +$73.3K +625 +512%
CFO
1161
CVA Family Office
Colorado
$86.1K +$1.64K +14 +2%
VWM
1162
Venturi Wealth Management
Texas
$84.7K +$821 +7 +1%
MCM
1163
MV Capital Management
Maryland
$80.7K +$38.2K +326 +90%
CWA
1164
Clearview Wealth Advisors
Oregon
$78K +$704 +6 +0.9%
QC
1165
Quent Capital
New York
$74.5K +$117 +1 +0.2%
FFA
1166
Farther Finance Advisors
California
$71.6K +$3.75K +32 +6%
LWANC
1167
Laurel Wealth Advisors (North Carolina)
North Carolina
$70.6K – – –
IGWM
1168
ICA Group Wealth Management
Colorado
$70.3K +$704 +6 +1%
MWA
1169
Miller Wealth Advisors
Colorado
$70.3K -$47K -401 -40%
BAAM
1170
Baker Avenue Asset Management
California
$69.8K -$58.7K -500 -46%
UCB
1171
United Community Bank
South Carolina
$69.4K +$4.69K +40 +7%
PWMG
1172
Prestige Wealth Management Group
New Jersey
$66.9K -$5.98K -51 -8%
OP
1173
ORG Partners
Indiana
$65.1K +$65.1K +554 New
TFP
1174
Tilia Fiduciary Partners
North Carolina
$62.2K +$13K +111 +26%
ADL
1175
Asset Dedication LLC
California
$62K – – –
45 46
47
48 49