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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 %
WSFS
1201
Wilmington Savings Fund Society
Delaware
$153K -$157K -1,284 -51%
FCT
1202
First Community Trust
Iowa
$147K – – –
UBP
1203
Union Bancaire Privee
Switzerland
$145K +$145K +1,214 New
CA
1204
CoreCap Advisors
Michigan
$145K -$368 -3 -0.3%
CA
1205
Continuum Advisory
Idaho
$139K -$25.4K -207 -15%
WB
1206
Webster Bank
Connecticut
$139K – – –
SIC
1207
Salem Investment Counselors
North Carolina
$138K +$490 +4 +0.4%
CH
1208
Cromwell Holdings
Wyoming
$136K – – –
WAS
1209
Winch Advisory Services
Wisconsin
$134K +$1.1K +9 +0.8%
BWL
1210
Bogart Wealth LLC
Virginia
$126K +$12.3K +100 +11%
MMCM
1211
Murphy & Mullick Capital Management
New York
$125K +$125K +1,023 New
PP
1212
PFS Partners
New Jersey
$125K +$613 +5 +0.5%
GC
1213
Garde Capital
Washington
$124K +$24.4K +200 +25%
MFT
1214
Moisand Fitzgerald Tamayo
Florida
$123K – – –
DWA
1215
Delos Wealth Advisors
Texas
$123K – – –
BTI
1216
Blue Trust Inc
Georgia
$121K -$203K -1,652 -63%
MA
1217
MCF Advisors
Kentucky
$117K -$10.1K -82 -8%
AIC
1218
Archer Investment Corporation
Indiana
$115K – – –
TCOV
1219
Trust Company of Vermont
Vermont
$114K -$4.66K -38 -4%
TLA
1220
Tanglewood Legacy Advisors
Texas
$112K – – –
CFP
1221
Comprehensive Financial Planning
Pennsylvania
$110K +$110K +900 New
EWM
1222
Evermay Wealth Management
Virginia
$104K – – –
ST
1223
Smithfield Trust
Pennsylvania
$103K – – –
PAG
1224
Paladin Advisory Group
Iowa
$98.1K – – –
MSG
1225
Main Street Group
Virginia
$97.8K +$123 +1 +0.1%
47 48
49
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