VLO icon

Valero Energy

1,436 hedge funds and large institutions have $35.1B invested in Valero Energy in 2023 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 508 increasing their positions, 542 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,436
Holders Change
+72
Holders Change %
+5.28%
% of All Funds
21.05%
Holding in Top 10
13
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-50%
% of All Funds
0.19%
New
197
Increased
508
Reduced
542
Closed
109
Calls
$1.05B
Puts
$946M
Net Calls
+$102M
Net Calls Change
+$35.8M
Name Holding Trade Value Shares
Change
Shares
Change %
WOC
1201
West Oak Capital
California
$132K
GC
1202
Garde Capital
Washington
$132K +$132K +1,014 New
TLA
1203
Tanglewood Legacy Advisors
Texas
$130K
MFT
1204
Moisand Fitzgerald Tamayo
Florida
$130K
IFAM
1205
Institutional & Family Asset Management
Colorado
$130K
PP
1206
PFS Partners
New Jersey
$130K +$130K +1,000 New
MCM
1207
MV Capital Management
Maryland
$129K +$910 +7 +0.7%
TFA
1208
Transamerica Financial Advisors
Florida
$128K -$23K -176 -15%
ZB
1209
Zions Bancorporation
Utah
$127K
GM
1210
GeoWealth Management
Illinois
$121K -$1.02M -7,760 -89%
BWL
1211
Bogart Wealth LLC
Virginia
$118K +$130 +1 +0.1%
A
1212
AJOVista
Massachusetts
$113K +$113K +873 New
RAM
1213
Readystate Asset Management
Illinois
$112K +$112K +861 New
EWM
1214
Evermay Wealth Management
Virginia
$111K +$390 +3 +0.4%
RIM
1215
Rakuten Investment Management
Japan
$111K +$111K +851 New
BWM
1216
Baystate Wealth Management
Massachusetts
$110K +$53.1K +408 +93%
C
1217
Covestor
United Kingdom
$107K -$24.1K -185 -18%
ST
1218
Smithfield Trust
Pennsylvania
$107K
CWC
1219
Carolinas Wealth Consulting
North Carolina
$107K -$19.5K -150 -15%
PAG
1220
Paladin Advisory Group
Iowa
$104K
TC
1221
Truvestments Capital
Florida
$104K
CFS
1222
CGC Financial Services
Oregon
$104K +$104K +800 New
CFO
1223
CVA Family Office
Colorado
$104K +$104K +799 New
VWM
1224
Venturi Wealth Management
Texas
$101K +$5.59K +43 +6%
LF
1225
Lee Financial
Texas
$100K