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Valero Energy

1,387 hedge funds and large institutions have $40B invested in Valero Energy in 2023 Q1 according to their latest regulatory filings, with 170 funds opening new positions, 494 increasing their positions, 537 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,387
Holders Change
+68
Holders Change %
+5.16%
% of All Funds
22.2%
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.51%
New
170
Increased
494
Reduced
537
Closed
76
Calls
$997M
Puts
$947M
Net Calls
+$49.9M
Net Calls Change
+$447M
Name Holding Trade Value Shares
Change
Shares
Change %
PWMG
1226
Prestige Wealth Management Group
New Jersey
$86.7K
LWANC
1227
Laurel Wealth Advisors (North Carolina)
North Carolina
$84K +$84K +602 New
IGWM
1228
ICA Group Wealth Management
Colorado
$82.8K -$76.8K -550 -48%
FFA
1229
Farther Finance Advisors
California
$80.7K +$23.7K +170 +42%
UCB
1230
United Community Bank
South Carolina
$77.1K
PCTC
1231
Perkins Coie Trust Company
Washington
$76.6K +$57.8K +414 +307%
CLOS
1232
Compagnie Lombard Odier SCmA
Switzerland
$73.6K -$165K -1,185 -69%
ADL
1233
Asset Dedication LLC
California
$72K
FCFS
1234
First Command Financial Services
Texas
$71.5K
FCB
1235
First Command Bank
Texas
$71.5K
HWA
1236
HHM Wealth Advisors
Tennessee
$69.8K -$32.8K -235 -32%
HI
1237
Hoey Investments
Pennsylvania
$69.8K
CCM
1238
Chilton Capital Management
Texas
$69.8K +$69.8K +500 New
PPWM
1239
PFG Private Wealth Management
Florida
$65.2K -$241K -1,727 -79%
SWA
1240
Sutton Wealth Advisors
Florida
$64.9K -$422K -3,020 -87%
EWM
1241
Endurance Wealth Management
Rhode Island
$63K
SN
1242
Sittner & Nelson
Oregon
$62.8K
WIM
1243
Westside Investment Management
California
$59.9K +$420 +3 +0.7%
TFP
1244
Tilia Fiduciary Partners
North Carolina
$58.6K +$37.9K +272 +184%
HWM
1245
HighMark Wealth Management
Minnesota
$58.5K +$13.3K +95 +29%
SWM
1246
Sugarloaf Wealth Management
Georgia
$58.1K
WPWM
1247
Western Pacific Wealth Management
Illinois
$57.2K +$28.5K +204 +99%
HBW
1248
Hazlett, Burt & Watson
West Virginia
$57K +$11.5K +82 +25%
DFCM
1249
Dark Forest Capital Management
Puerto Rico
$56.7K +$56.7K +406 New
CFD
1250
Creative Financial Designs
Indiana
$55.8K