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Valero Energy

1,602 hedge funds and large institutions have $42B invested in Valero Energy in 2025 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 575 increasing their positions, 566 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1% less capital invested

Capital invested by funds: $42.3B → $42B (-$290M)

19% less call options, than puts

Call options by funds: $719M | Put options by funds: $885M

44% less funds holding in top 10

Funds holding in top 10: 169 (-7)

Holders
1,602
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$719M
Puts
$885M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1526
Costello Asset Management
Pennsylvania
$6.25K
GG
1527
Gleason Group
Kentucky
$6.07K
CAL
1528
Capital Advisors Ltd
Ohio
$6K
FNWA
1529
Financial Network Wealth Advisors
Utah
$5.86K
KG
1530
Kilter Group
New York
$5.7K
NSG
1531
Nalls Sherbakoff Group
Tennessee
$5.7K
CRI
1532
Commonwealth Retirement Investments
Virginia
$5.66K
SIC
1533
SJS Investment Consulting
Ohio
$5.54K
AWA
1534
Acumen Wealth Advisors
Tennessee
$5.54K
BHWM
1535
Bay Harbor Wealth Management
Maryland
$5.37K
SFS
1536
Sunrise Financial Services
Washington
$5.37K
HIW
1537
Holos Integrated Wealth
Pennsylvania
$5.13K
GJIA
1538
Glass Jacobson Investment Advisors
Maryland
$4.56K
KFP
1539
Kerr Financial Planning
California
$4.41K
TFM
1540
TFC Financial Management
Massachusetts
$4.26K
RS
1541
Rakuten Securities
Japan
$4.07K
PCM
1542
Penserra Capital Management
California
$4K
RWM
1543
Rialto Wealth Management
New York
$3.91K
LIA
1544
Luken Investment Analytics
Tennessee
$3.91K
PGAM
1545
Princeton Global Asset Management
New Jersey
$3.74K
CWM
1546
Cedar Wealth Management
California
$3.42K
OC
1547
Optima Capital
Oregon
$3.42K
ISWM
1548
Intesa Sanpaolo Wealth Management
$3.42K
VWM
1549
Vermillion Wealth Management
Minnesota
$3.41K
PWA
1550
Principia Wealth Advisory
Texas
$3.09K