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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
19.46%
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 %
SFCL
1201
Strengthening Families & Communities LLC
Massachusetts
$150K +$1.08K +8 +0.7%
SIM
1202
Sentry Investment Management
Wisconsin
$144K – – –
RBI
1203
Raiffeisen Bank International
Austria
$143K – – –
CFO
1204
CVA Family Office
Colorado
$142K +$28.4K +211 +25%
MMCM
1205
Murphy & Mullick Capital Management
New York
$140K – – –
PP
1206
PFS Partners
New Jersey
$138K +$538 +4 +0.4%
BTI
1207
Blue Trust Inc
Georgia
$135K +$807 +6 +0.6%
USGIU
1208
U.S. Global Investors (USGI)
Texas
$134K +$134K +1,000 New
DWA
1209
Delos Wealth Advisors
Texas
$134K +$134K +1,000 New
HB
1210
Horizon Bancorp
Indiana
$134K +$134K +1,000 New
SWM
1211
Spire Wealth Management
Virginia
$131K -$129K -1,022 -50%
QL
1212
Quarry LP
New York
$130K -$385K -2,862 -75%
MSE
1213
MUFG Securities EMEA
United Kingdom
$125K +$125K +933 New
BWL
1214
Bogart Wealth LLC
Virginia
$125K +$2.29K +17 +2%
Lazard Asset Management
1215
Lazard Asset Management
New York
$123K +$8.66K +65 +8%
TLA
1216
Tanglewood Legacy Advisors
Texas
$122K – – –
CCA
1217
Catalyst Capital Advisors
New York
$122K +$122K +907 New
OL
1218
OneFund LLC
Florida
$120K +$120K +894 New
WIM
1219
Westside Investment Management
California
$120K +$538 +4 +0.5%
WSFS
1220
Wilmington Savings Fund Society
Delaware
$119K -$15.7K -117 -12%
TCOV
1221
Trust Company of Vermont
Vermont
$117K – – –
EWM
1222
Evermay Wealth Management
Virginia
$114K – – –
ST
1223
Smithfield Trust
Pennsylvania
$113K – – –
MA
1224
MCF Advisors
Kentucky
$112K – – –
BONH
1225
Bank of New Hampshire
New Hampshire
$112K +$53.8K +400 +93%
47 48
49
50 51