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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 %
SF
1151
Summit Financial
New Jersey
$212K -$41.2K -336 -16%
SIA
1152
Schechter Investment Advisors
Michigan
$210K -$34.7K -283 -14%
OPTFSNA
1153
Old Point Trust & Financial Services N A
Virginia
$208K -$17.5K -143 -8%
PPW
1154
Parcion Private Wealth
Washington
$208K +$208K +1,699 New
LCM
1155
LCM Capital Management
Illinois
$208K – – –
CCA
1156
Childress Capital Advisors
Texas
$207K -$98.9K -807 -32%
LA
1157
Legacy Advisors
Pennsylvania
$206K +$6.13K +50 +3%
UCB
1158
United Community Bank
South Carolina
$205K -$3.07K -25 -1%
GIA
1159
Gladstone Institutional Advisory
Florida
$204K -$23.5K -192 -10%
HC
1160
Hamilton Capital
Ohio
$204K +$368 +3 +0.2%
SC
1161
Searle & Co
Connecticut
$203K +$203K +1,658 New
JWM
1162
Jeppson Wealth Management
California
$203K – – –
SCM
1163
Schnieders Capital Management
California
$202K – – –
SCM
1164
Semanteon Capital Management
Massachusetts
$201K -$796K -6,494 -80%
TWM
1165
Trueblood Wealth Management
Ohio
$201K – – –
KA
1166
Kozak & Associates
Colorado
$201K +$1.86K +15 +0.9%
SSWM
1167
Smith Salley Wealth Management
North Carolina
$201K -$4.05K -33 -2%
VVP
1168
Venture Visionary Partners
Ohio
$201K -$7.11K -58 -3%
UF
1169
Univest Financial
Pennsylvania
$201K -$735 -6 -0.4%
AAMC
1170
Asset Allocation & Management Company
Illinois
$200K – – –
PWS
1171
Peterson Wealth Services
Utah
$194K +$2.57K +21 +1%
PBK
1172
Peoples Bank (Kansas)
Kansas
$191K – – –
GITFIT
1173
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$190K +$12.3K +100 +7%
MCM
1174
MV Capital Management
Maryland
$190K +$2.33K +19 +1%
TPCW
1175
TD Private Client Wealth
New York
$189K -$10.1K -82 -5%
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