We are live on ! Find out more
VLO icon

Valero Energy
VLO

1,474 hedge funds and large institutions have $33B invested in Valero Energy in 2024 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 496 increasing their positions, 570 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 194 | Existing positions closed: 139

2% more funds holding

Funds holding: 1,445 → 1,474 (+29)

2.01% more ownership

Funds ownership: 81% → 83.01% (+2%)

3% less call options, than puts

Call options by funds: $925M | Put options by funds: $956M

6% less capital invested

Capital invested by funds: $34.9B → $33B (-$1.94B)

9% less funds holding in top 10

Funds holding in top 10: 11 → 10 (-1)

13% less repeat investments, than reductions

Existing positions increased: 496 | Existing positions reduced: 570

Holders
1,474
Holders Change
+29
Holders Change %
+2.01%
% of All Funds
19.42%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
194
Increased
496
Reduced
570
Closed
139
Calls
$925M
Puts
$956M
Net Calls
-$30.6M
Net Calls Change
-$659M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$643M
2
Citadel Advisors
Citadel Advisors
Florida
+$168M
3
Norges Bank
Norges Bank
Norway
+$111M
4
BlackRock
BlackRock
New York
+$96.6M
5
UBS Group
UBS Group
Switzerland
+$82.8M

Top Sellers

1
State Street
State Street
Massachusetts
-$160M
2
IAIM
International Assets Investment Management
Florida
-$142M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$129M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$119M
5
Morgan Stanley
Morgan Stanley
New York
-$112M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1551
Berkshire Asset Management
Pennsylvania
– -$308K -1,962 Closed
TA
1552
TruWealth Advisors
Louisiana
– -$261K -1,936 Closed
AP
1553
Americana Partners
Texas
– -$254K -1,883 Closed
HCA
1554
Hyperion Capital Advisors
New York
– -$254K -1,880 Closed
GGS
1555
Galvin Gaustad & Stein
Arizona
– -$253K -1,875 Closed
DFG
1556
Delta Financial Group
New Jersey
– -$252K -1,868 Closed
HKIMG
1557
Hutchens & Kramer Investment Management Group
Indiana
– -$257K -1,866 Closed
PCA
1558
Pallas Capital Advisors
Massachusetts
– -$245K -1,862 Closed
FWCM
1559
Ferguson Wellman Capital Management
Oregon
– -$250K -1,850 Closed
OWA
1560
Opal Wealth Advisors
New York
– -$248K -1,834 Closed
RWM
1561
RKL Wealth Management
Pennsylvania
– -$245K -1,815 Closed
OAM
1562
Oxford Asset Management
United Kingdom
– -$237K -1,755 Closed
FFM
1563
Fullerton Fund Management
Singapore
– -$234K -1,736 Closed
EWS
1564
Evergreen Wealth Solutions
Pennsylvania
– -$233K -1,726 Closed
NCFG
1565
New Century Financial Group
New Jersey
– -$231K -1,708 Closed
EFG
1566
Everhart Financial Group
Ohio
– -$222K -1,643 Closed
SFC
1567
SYM Financial Corp
Indiana
– -$220K -1,630 Closed
Los Angeles Capital Management
1568
Los Angeles Capital Management
California
– -$217K -1,610 Closed
TSW
1569
Thompson Siegel & Walmsley
Virginia
– -$216K -1,600 Closed
BFM
1570
Boston Financial Management
Massachusetts
– -$216K -1,596 Closed
LBC
1571
Lowe Brockenbrough & Co
Virginia
– -$215K -1,592 Closed
BPFA
1572
Barnes Pettey Financial Advisors
Mississippi
– -$215K -1,591 Closed
ABC
1573
Associated Banc-Corp
Wisconsin
– -$214K -1,585 Closed
RRCM
1574
Rappaport Reiches Capital Management
Illinois
– -$212K -1,570 Closed
CSIC
1575
Clifford Swan Investment Counsel
California
– -$208K -1,538 Closed
61 62
63
64 65

VLO Hedge Fund Activity: Q4 2024 in Review

1,474 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q4 2024, worth a combined $33B — down 5.6% from $34.9B a quarter earlier.

Buyers outnumbered sellers: 194 funds opened new VLO positions and 139 closed out — a net gain of 55 holders — while 496 added to existing stakes and 570 trimmed.

The largest buyer was Vanguard Group, adding an estimated $643M. The largest seller was State Street, cutting an estimated $160M.

  • 1,474 institutional investors held Valero Energy (VLO) as of Q4 2024, up from 1,445 in Q3 2024.
  • Funds reported $33B of Valero Energy stock for Q4 2024, down 5.6% quarter-over-quarter.
  • 194 funds opened new Valero Energy positions in Q4 2024 and 139 closed out, a net change of +55 holders.
  • The largest Valero Energy buyer in Q4 2024 was Vanguard Group, an estimated $643M added.
  • The largest Valero Energy seller in Q4 2024 was State Street, an estimated $160M sold.

Based on aggregated 13F filings for Q4 2024.