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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
19.45%
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 %
PWAM
1226
Private Wealth Asset Management
Iowa
$108K +$58.6K +436 +119%
MSG
1227
Main Street Group
Virginia
$108K – – –
PAG
1228
Paladin Advisory Group
Iowa
$108K – – –
KC
1229
Knuff & Co
California
$108K +$108K +800 New
SWA
1230
SOA Wealth Advisors
New York
$103K +$86K +640 +516%
CT
1231
Colonial Trust
South Carolina
$101K -$151K -1,120 -60%
GWSG
1232
GPS Wealth Strategies Group
Colorado
$100K +$1.21K +9 +1%
GIA
1233
GHP Investment Advisors
Colorado
$96.9K – – –
CAC
1234
Core Alternative Capital
Georgia
$96K +$13.4K +100 +16%
WOSD
1235
WFA of San Diego
California
$94.6K +$94.6K +704 New
FDW
1236
Fourth Dimension Wealth
Ohio
$94.1K – – –
CB
1237
CNB Bank
Pennsylvania
$91.8K – – –
DI
1238
DAGCO Inc
Ohio
$91.8K +$91.8K +683 New
FCAS
1239
First Command Advisory Services
Texas
$87.9K +$29.2K +217 +50%
MWA
1240
Miller Wealth Advisors
Colorado
$85.3K +$538 +4 +0.6%
AW
1241
Avion Wealth
Texas
$85K +$81K +605 +2,017%
ADL
1242
Asset Dedication LLC
California
$82.9K – – –
AT
1243
Arlington Trust
Alabama
$82.8K – – –
GC
1244
Garde Capital
Washington
$82.7K – – –
PMFA
1245
Plante Moran Financial Advisors
Michigan
$82.4K +$1.34K +10 +2%
BFS
1246
Burkett Financial Services
South Carolina
$82K +$672 +5 +0.8%
HWM
1247
HighMark Wealth Management
Minnesota
$80.6K – – –
BOJHT
1248
Bank of Jackson Hole Trust
Wyoming
$79.8K -$17.3K -129 -18%
NB
1249
NBT Bank
New York
$78.8K – – –
SCM
1250
Silvant Capital Management
Georgia
$76.8K -$3.94M -29,275 -98%
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