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Valero Energy

1,510 hedge funds and large institutions have $45.4B invested in Valero Energy in 2024 Q1 according to their latest regulatory filings, with 203 funds opening new positions, 530 increasing their positions, 549 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,510
Holders Change
+74
Holders Change %
+5.15%
% of All Funds
21.89%
Holding in Top 10
29
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+123.08%
% of All Funds
0.42%
New
203
Increased
530
Reduced
549
Closed
103
Calls
$2B
Puts
$1.26B
Net Calls
+$740M
Net Calls Change
+$637M
Name Holding Trade Value Shares
Change
Shares
Change %
PK
1401
Pflug Koory
Nebraska
$29.8K
BFP
1402
Briaud Financial Planning
Texas
$29K +$29K +166 New
AT
1403
Avalon Trust
New Mexico
$27.3K
T
1404
Tidemark
California
$26.8K
KIG
1405
Kessler Investment Group
Indiana
$26.8K
ME
1406
McIlrath & Eck
Washington
$26.5K -$25.3K -148 -49%
LWA
1407
Lowe Wealth Advisors
Maryland
$26.5K
GKIM
1408
GW&K Investment Management
Massachusetts
$26K +$1.56K +9 +6%
BIA
1409
Bell Investment Advisors
California
$25.9K +$512 +3 +2%
SWM
1410
Sanctuary Wealth Management
Idaho
$25.6K
CCMI
1411
Creative Capital Management Investments
California
$25.6K
HIA
1412
Harbor Investment Advisory
Maryland
$25.4K
JWM
1413
Janiczek Wealth Management
Colorado
$25.1K
CFFP
1414
Center for Financial Planning
Michigan
$24.6K +$18.4K +108 +300%
PCTC
1415
Perkins Coie Trust Company
Washington
$23K
SA
1416
Scarborough Advisors
Maryland
$22.7K
NL
1417
NVWM LLC
Pennsylvania
$22.4K +$512 +3 +2%
FFA
1418
Frazier Financial Advisors
Ohio
$22.2K +$3.24K +19 +17%
DJSG
1419
D.J. St. Germain
Massachusetts
$21.3K
FPB
1420
First PREMIER Bank
South Dakota
$21K
NF
1421
Norwood Financial
Pennsylvania
$20.5K
NSIM
1422
North Star Investment Management
Illinois
$19.8K
AAP
1423
Arax Advisory Partners
Colorado
$19.6K
WWP
1424
WR Wealth Planners
Missouri
$19.1K +$19.1K +112 New
EBA
1425
Eagle Bay Advisors
New York
$18.8K +$15.2K +89 +424%