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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 %
SL
1401
Salomon & Ludwin
Virginia
$5.15K -$736 -6 -13%
WWM
1402
Wolff Wiese Magana
California
$5.15K – – –
AWM
1403
Abound Wealth Management
Tennessee
$5.03K -$1.84K -15 -27%
CAM
1404
Costello Asset Management
Pennsylvania
$4.71K – – –
SIC
1405
SJS Investment Consulting
Ohio
$4.54K -$1.72K -14 -27%
RTL
1406
Red Tortoise LLC
Georgia
$4.54K – – –
CFD
1407
Creative Financial Designs
Indiana
$4.29K -$44.7K -365 -91%
TFM
1408
TFC Financial Management
Massachusetts
$4.19K – – –
SIM
1409
Synergy Investment Management
Florida
$4.17K +$4.17K +34 New
HIW
1410
Holos Integrated Wealth
Pennsylvania
$3.8K +$3.8K +31 New
CTA
1411
Colonial Trust Advisors
South Carolina
$3.68K – – –
TCA
1412
Trifecta Capital Advisors
Illinois
$3.56K – – –
AP
1413
Atwood & Palmer
Missouri
$3.07K -$6.13K -50 -67%
PSFG
1414
Park Square Financial Group
Georgia
$3.07K +$3.07K +25 New
AW
1415
Avion Wealth
Texas
$3K +$100 +1 +3%
CAM
1416
Creekmur Asset Management
Illinois
$2.82K -$2.82K -23 -50%
RS
1417
Rakuten Securities
Japan
$2.7K +$2.57K +21 +2,100%
CWM
1418
Cedar Wealth Management
California
$2.57K – – –
PPWM
1419
PFG Private Wealth Management
Florida
$2.57K – – –
CF
1420
Conquis Financial
California
$2.57K +$2.57K +21 New
PS
1421
PayPay Securities
Japan
$2.57K +$2.57K +21 New
RF
1422
Roxbury Financial
New Jersey
$2.5K +$2.5K +18 New
VWM
1423
Vermillion Wealth Management
Minnesota
$2.49K +$2.49K +20 New
CTWM
1424
Cherry Tree Wealth Management
Minnesota
$2.45K – – –
EWP
1425
Elevation Wealth Partners
California
$2.45K +$2.45K +20 New
55 56
57
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