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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 %
CAC
1251
Core Alternative Capital
Georgia
$75.3K – – –
PMFA
1252
Plante Moran Financial Advisors
Michigan
$74.3K +$32.2K +263 +77%
HWM
1253
HighMark Wealth Management
Minnesota
$73.5K – – –
BFS
1254
Burkett Financial Services
South Carolina
$73.5K +$735 +6 +1%
NB
1255
NBT Bank
New York
$71.8K – – –
TSMHT
1256
Thurston Springer Miller Herd & Titak
Indiana
$69.8K +$5.89K +48 +9%
OP
1257
ORG Partners
Indiana
$68.3K +$492 +4 +0.7%
LWANC
1258
Laurel Wealth Advisors (North Carolina)
North Carolina
$68K – – –
HWA
1259
Heritage Wealth Advisors
Virginia
$68K – – –
KBFS
1260
Kohmann Bosshard Financial Services
Ohio
$66.8K +$66.8K +545 New
JWA
1261
JFS Wealth Advisors
Pennsylvania
$65.2K -$4.41K -36 -6%
RMP
1262
Richards, Merrill & Peterson
Washington
$63.7K +$63.7K +520 New
JSAM
1263
J. Safra Asset Management
New York
$62.2K +$62.2K +520 New
CCM
1264
Chilton Capital Management
Texas
$61.3K -$9.19K -75 -13%
FWA
1265
Flagship Wealth Advisors
Massachusetts
$61.2K +$61.2K +499 New
VHAM
1266
Van Hulzen Asset Management
California
$60.7K +$60.7K +495 New
PWMG
1267
Prestige Wealth Management Group
New Jersey
$59.6K -$368 -3 -0.6%
DIP
1268
DT Investment Partners
Pennsylvania
$58.6K – – –
T
1269
Transce3nd
Texas
$58K +$58K +473 New
KFI
1270
Key Financial Inc
Pennsylvania
$56.7K +$1.1K +9 +2%
BONH
1271
Bank of New Hampshire
New Hampshire
$52.7K – – –
WI
1272
Wintrust Investments
Illinois
$52K -$15.6K -127 -23%
SS
1273
SBI Securities
Japan
$52K +$52K +424 New
RFA
1274
Reyes Financial Architecture
California
$51.7K +$51.7K +422 New
MIA
1275
MeadowBrook Investment Advisors
Michigan
$51.5K – – –
49 50
51
52 53