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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
SWM
1526
Shelton Wealth Management
Texas
– -$227K -1,451 Closed
BFA
1527
Beacon Financial Advisory
Ohio
– -$227K -1,447 Closed
S
1528
SimplyRich
California
– -$224K -1,435 Closed
RIA
1529
Regal Investment Advisors
Michigan
– -$223K -1,421 Closed
VA
1530
Valmark Advisers
Ohio
– -$221K -1,412 Closed
CC
1531
Corton Capital
Ontario, Canada
– -$220K -1,406 Closed
SWM
1532
Stockman Wealth Management
Montana
– -$220K -1,402 Closed
OFS
1533
Orrstown Financial Services
Pennsylvania
– -$219K -1,399 Closed
WPW
1534
Waldron Private Wealth
Pennsylvania
– -$219K -1,397 Closed
HP
1535
Holistic Planning
Texas
– -$238K -1,394 Closed
SIM
1536
Stratos Investment Management
Ohio
– -$219K -1,394 Closed
CAM
1537
Cozad Asset Management
Illinois
– -$218K -1,391 Closed
KA
1538
Kercheville Advisors
Texas
– -$217K -1,382 Closed
FCG
1539
Fielder Capital Group
Tennessee
– -$216K -1,378 Closed
FAG
1540
Fortitude Advisory Group
Washington
– -$216K -1,377 Closed
Members Trust
1541
Members Trust
Florida
– -$215K -1,371 Closed
FTIS
1542
First Trust Investment Solutions
Florida
– -$214K -1,364 Closed
MSFS
1543
Main Street Financial Solutions
Pennsylvania
– -$213K -1,356 Closed
RZH
1544
Relyea Zuckerberg Hanson
Connecticut
– -$212K -1,355 Closed
AGA
1545
Arkos Global Advisors
Texas
– -$211K -1,345 Closed
CD
1546
Chapin Davis
Maryland
– -$209K -1,336 Closed
CAG
1547
Crestwood Advisors Group
Massachusetts
– -$209K -1,335 Closed
QIM
1548
Quantitative Investment Management
Virginia
– -$208K -1,332 Closed
WMA
1549
West Michigan Advisors
Michigan
– -$206K -1,313 Closed
VIP
1550
Vista Investment Partners
Oklahoma
– -$205K -1,308 Closed
60 61
62
63 64

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.