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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
19.4%
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 %
LWA
1326
Lowe Wealth Advisors
Maryland
$22.2K +$3.19K +26 +17%
ME
1327
McIlrath & Eck
Washington
$22.1K +$3.07K +25 +16%
PK
1328
Pflug Koory
Nebraska
$21.4K – – –
BFP
1329
Briaud Financial Planning
Texas
$20K – – –
T
1330
Tidemark
California
$19.2K – – –
KIG
1331
Kessler Investment Group
Indiana
$19.2K – – –
WWP
1332
WR Wealth Planners
Missouri
$19K -$18.1K -148 -49%
FFA
1333
Fairfield Financial Advisors
Massachusetts
$18.4K – – –
SWM
1334
Sanctuary Wealth Management
Idaho
$18.4K – – –
HFS
1335
Hopwood Financial Services
Virginia
$18.4K +$18.4K +150 New
Q1WB
1336
Quest 10 Wealth Builders
Virginia
$18.1K +$18.1K +148 New
CFFP
1337
Center for Financial Planning
Michigan
$17.7K – – –
PWMG
1338
Private Wealth Management Group
New Jersey
$17.7K +$4.41K +36 +33%
CPG
1339
Cornerstone Planning Group
New Jersey
$16.8K -$707 -5 -4%
AT
1340
Avalon Trust
New Mexico
$16.8K – – –
PCTC
1341
Perkins Coie Trust Company
Washington
$16.5K – – –
FWM
1342
FLP Wealth Management
Arkansas
$16.4K +$16.4K +134 New
BCMLT
1343
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.3K +$122 +1 +0.8%
SO
1344
Sierra Ocean
California
$15.9K +$15.9K +129 New
FFO
1345
Fortitude Family Office
Arizona
$15.4K -$4.05K -33 -21%
DJSG
1346
D.J. St. Germain
Massachusetts
$15.3K – – –
SWA
1347
SOA Wealth Advisors
New York
$15.2K – – –
BIA
1348
Bell Investment Advisors
California
$14.8K -$3.56K -29 -19%
WA
1349
Whipplewood Advisors
Colorado
$14.6K +$14.6K +119 New
SC
1350
Swan Capital
Florida
$14.3K -$613 -5 -4%
52 53
54
55 56