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Valero Energy

1,554 hedge funds and large institutions have $42.3B invested in Valero Energy in 2025 Q3 according to their latest regulatory filings, with 196 funds opening new positions, 521 increasing their positions, 568 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 616 (+10)

109% more first-time investments, than exits

New positions opened: 196 | Existing positions closed: 94

19% more capital invested

Capital invested by funds: $35.5B → $42.3B (+$6.81B)

5% more funds holding

Funds holding: 1,4781,554 (+76)

8% less repeat investments, than reductions

Existing positions increased: 521 | Existing positions reduced: 568

4.22% less ownership

Funds ownership: 84.28%80.06% (-4.2%)

14% less call options, than puts

Call options by funds: $1.06B | Put options by funds: $1.23B

Holders
1,554
Holders Change
+76
Holders Change %
+5.14%
% of All Funds
20.4%
Holding in Top 10
16
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+166.67%
% of All Funds
0.21%
New
196
Increased
521
Reduced
568
Closed
94
Calls
$1.06B
Puts
$1.23B
Net Calls
-$171M
Net Calls Change
-$146M
Name Holding Trade Value Shares
Change
Change in
Stake
BFP
1626
Briaud Financial Planning
Texas
-$22K -166 Closed
KIG
1627
Kessler Investment Group
Indiana
-$21.1K -157 Closed
WA
1628
Whipplewood Advisors
Colorado
-$20.4K -152 Closed
SO
1629
Sierra Ocean
California
-$16.7K -124 Closed
TCM
1630
Traub Capital Management
Massachusetts
-$16.7K -124 Closed
BCMLT
1631
Beacon Capital Management LLC (Tennessee)
Tennessee
-$15.2K -113 Closed
WPA
1632
Wealth Preservation Advisors
Tennessee
-$14.8K -110 Closed
MCA
1633
Maryland Capital Advisors
Maryland
-$14.7K -109 Closed
MS
1634
Marshall & Sullivan
Washington
-$13.4K -100 Closed
MWM
1635
MorganRosel Wealth Management
Colorado
-$13.4K -100 Closed
CIAM
1636
Caitong International Asset Management
Hong Kong
-$11.3K -84 Closed
KIM
1637
Kestra Investment Management
Texas
-$3.96K -30 Closed
TIM
1638
Total Investment Management
Arizona
-$4.03K -30 Closed
PSFG
1639
Park Square Financial Group
Georgia
-$3.36K -25 Closed
WCM
1640
WealthTrak Capital Management
Virginia
-$2.96K -22 Closed
CIA
1641
Cape Investment Advisory
Georgia
-$2.29K -17 Closed
PA
1642
Pineridge Advisors
Missouri
-$2.32K -17 Closed
NWM
1643
Nova Wealth Management
Florida
-$1.79K -13 Closed
T
1644
Transce3nd
Texas
-$1.75K -13 Closed
SC
1645
Stephens Consulting
Michigan
-$1.08K -8 Closed
LFA
1646
LGT Financial Advisors
Texas
-$672 -5 Closed
YP
1647
YANKCOM Partnership
South Dakota
-$672 -5 Closed
EWA
1648
EQ Wealth Advisors
Texas
-$269 -2 Closed