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Valero Energy

1,583 hedge funds and large institutions have $41.8B invested in Valero Energy in 2025 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 572 increasing their positions, 561 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 → $41.8B (-$476M)

19% less call options, than puts

Call options by funds: $719M | Put options by funds: $884M

44% less funds holding in top 10

Funds holding in top 10: 169 (-7)

Holders
1,583
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
$884M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1651
Shelton Wealth Management
Texas
NWAG
1652
Net Worth Advisory Group
Utah
FCG
1653
Fielder Capital Group
Tennessee
JTF
1654
J. Team Financial
Texas
FIB
1655
First Interstate Bank
Montana
FMLI
1656
Fukoku Mutual Life Insurance
Japan
CC
1657
Cultivar Capital
Texas
CIA
1658
Choate Investment Advisors
Massachusetts
BW
1659
BXM Wealth
Colorado
MFG
1660
Magnus Financial Group
New York
TPI
1661
Trust Point Inc
Wisconsin
TCWA
1662
Turtle Creek Wealth Advisors
Texas
WA1
1663
Wimmer Associates 1
California
WA
1664
WESPAC Advisors
California
BFA
1665
Beacon Financial Advisory
Ohio
AO
1666
Advisor OS
Illinois
TIA
1667
Traphagen Investment Advisors
New Jersey
VIP
1668
Vista Investment Partners
Oklahoma
RWM
1669
RKL Wealth Management
Pennsylvania
SIC
1670
Salem Investment Counselors
North Carolina
MSG
1671
Main Street Group
Virginia
IWA
1672
Icon Wealth Advisors
Texas
AT
1673
Arlington Trust
Alabama
APW
1674
Aventura Private Wealth
Florida
NC
1675
North Capital
Utah