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Valero Energy
VLO

1,445 hedge funds and large institutions have $34.9B invested in Valero Energy in 2024 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 550 increasing their positions, 534 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $1.59B | Put options by funds: $960M

3% more repeat investments, than reductions

Existing positions increased: 550 | Existing positions reduced: 534

0.41% more ownership

Funds ownership: 80.6% → 81% (+0.41%)

8% less first-time investments, than exits

New positions opened: 130 | Existing positions closed: 141

2% less funds holding

Funds holding: 1,469 → 1,445 (-24)

15% less capital invested

Capital invested by funds: $41.3B → $34.9B (-$6.37B)

39% less funds holding in top 10

Funds holding in top 10: 18 → 11 (-7)

Holders
1,445
Holders Change
-24
Holders Change %
-1.63%
% of All Funds
20.75%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.16%
New
130
Increased
550
Reduced
534
Closed
141
Calls
$1.59B
Puts
$960M
Net Calls
+$628M
Net Calls Change
+$211M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$406M
2
IAIM
International Assets Investment Management
Florida
+$155M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$147M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$111M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$82.5M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$448M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$338M
3
BlackRock
BlackRock
New York
-$319M
4
UBS Group
UBS Group
Switzerland
-$212M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$155M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1426
Carolina Wealth Advisors
South Carolina
$1.75K +$1.89K +13 New
FDCP
1427
Foster Dykema Cabot & Partners
Massachusetts
$1.75K +$1.89K +13 New
NIC
1428
Northwest Investment Counselors
Oregon
$1.75K +$1.89K +13 New
CIA
1429
Cape Investment Advisory
Georgia
$1.62K – – –
DCM
1430
Davis Capital Management
Florida
$1.62K – – –
WOC
1431
West Oak Capital
California
$1.49K – – –
CJ
1432
Caitlin John
Michigan
$1.26K – – –
SR
1433
Syntax Research
Florida
$1.22K +$1.31K +9 New
JIP
1434
Jaffetilchin Investment Partners
Florida
$1.09K +$1.16K +8 New
W
1435
WealthCollab
Washington
$1.08K – – –
RFG
1436
REAP Financial Group
Texas
$988 – – –
PCM
1437
Perritt Capital Management
Illinois
$973 – – –
DAM
1438
Delta Asset Management
Tennessee
$945 – – –
BC
1439
Broadwater Capital
Massachusetts
$810 – – –
VAMG
1440
Voisard Asset Management Group
Michigan
$676 +$726 +5 New
NL
1441
NVWM LLC
Pennsylvania
$540 -$20K -138 -97%
RWPA
1442
Richard W. Paul & Associates
Michigan
$270 – – –
BWP
1443
Baldwin Wealth Partners
Massachusetts
$270 +$290 +2 New
FPFS
1444
First Personal Financial Services
North Carolina
$136 +$145 +1 New
RS
1445
Rakuten Securities
Japan
$135 -$3.19K -22 -96%
FAM
1446
Flaharty Asset Management
Florida
$135 +$145 +1 New
DWM
1447
Dogwood Wealth Management
Kansas
$6 – – –
Holocene Advisors
1448
Holocene Advisors
New York
– -$66.9M -426,571 Closed
CCMG
1449
Clark Capital Management Group
Pennsylvania
– -$66.3M -422,831 Closed
Ninety One (UK)
1450
Ninety One (UK)
United Kingdom
– -$45.8M -291,856 Closed
56 57
58
59 60

VLO Hedge Fund Activity: Q3 2024 in Review

1,445 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q3 2024, worth a combined $34.9B — down 15% from $41.3B a quarter earlier.

Sellers outnumbered buyers: 141 funds closed out of VLO and 130 opened new positions — a net loss of 11 holders — while 534 trimmed existing stakes and 550 added.

The largest buyer was Wellington Management Group, adding an estimated $406M. The largest seller was Fidelity Investments, cutting an estimated $448M.

  • 1,445 institutional investors held Valero Energy (VLO) as of Q3 2024, down from 1,469 in Q2 2024.
  • Funds reported $34.9B of Valero Energy stock for Q3 2024, down 15% quarter-over-quarter.
  • 130 funds opened new Valero Energy positions in Q3 2024 and 141 closed out, a net change of -11 holders.
  • The largest Valero Energy buyer in Q3 2024 was Wellington Management Group, an estimated $406M added.
  • The largest Valero Energy seller in Q3 2024 was Fidelity Investments, an estimated $448M sold.

Based on aggregated 13F filings for Q3 2024.