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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 %
VWA
1351
Valued Wealth Advisors
Utah
$14.2K +$5.52K +45 +63%
CP
1352
Castleview Partners
Texas
$14.2K – – –
EBA
1353
Eagle Bay Advisors
New York
$13.5K – – –
FLP
1354
Financial Life Planners
Arizona
$13.4K +$13.4K +109 New
KIM
1355
Kestra Investment Management
Texas
$12.5K +$12.5K +102 New
PB
1356
Pinnacle Bancorp
Nebraska
$12.4K – – –
LWMI
1357
Legacy Wealth Management (Idaho)
Idaho
$12.4K – – –
LIS
1358
Legacy Investment Solutions
Idaho
$12.4K – – –
TFIAP
1359
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Poland
$12.3K – – –
KB
1360
Kimelman & Baird
New York
$12.3K – – –
AA
1361
Addison Advisors
Vermont
$12.3K – – –
DF
1362
DecisionPoint Financial
Arizona
$12.3K – – –
NSIM
1363
North Star Investment Management
Illinois
$12.3K +$490 +4 +4%
AWM
1364
Accredited Wealth Management
Kentucky
$12.3K +$12.3K +100 New
VWA
1365
VSM Wealth Advisory
Maryland
$12.3K +$12.3K +100 New
AF
1366
Aviso Financial
Ontario, Canada
$12.3K +$12.3K +100 New
PS
1367
Pinney & Scofield
Massachusetts
$12.3K +$12.3K +100 New
AFS
1368
Anderson Financial Strategies
Ohio
$12.1K +$12.1K +99 New
RBC
1369
Roble Belko & Company
Pennsylvania
$12K – – –
IWP
1370
IAG Wealth Partners
Wisconsin
$11.4K -$10.9K -89 -49%
SAM
1371
Synergy Asset Management
Washington
$11.2K +$11.2K +83 New
SFFS
1372
Stonehage Fleming Financial Services
Jersey
$11.2K – – –
FFA
1373
Frazier Financial Advisors
Ohio
$11K -$5.14K -43 -32%
LI
1374
LRI Investments
Florida
$10.4K – – –
WBC
1375
West Branch Capital
Massachusetts
$10.2K – – –
53 54
55
56 57