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Valero Energy

1,967 hedge funds and large institutions have $63.9B invested in Valero Energy in 2026 Q2 according to their latest regulatory filings, with 230 funds opening new positions, 714 increasing their positions, 717 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 230 | Existing positions closed: 104

28% more call options, than puts

Call options by funds: $1.14B | Put options by funds: $886M

5% more funds holding

Funds holding: 1,8701,967 (+97)

4% more capital invested

Capital invested by funds: $61.7B → $63.9B (+$2.27B)

0% less repeat investments, than reductions

Existing positions increased: 714 | Existing positions reduced: 717

0.97% less ownership

Funds ownership: 83.59%82.62% (-0.97%)

27% less funds holding in top 10

Funds holding in top 10: 3727 (-10)

Holders
1,967
Holders Change
+97
Holders Change %
+5.19%
% of All Funds
23.76%
Holding in Top 10
27
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-27.03%
% of All Funds
0.33%
New
230
Increased
714
Reduced
717
Closed
104
Calls
$1.14B
Puts
$886M
Net Calls
+$249M
Net Calls Change
+$268M
Name Holding Trade Value Shares
Change
Change in
Stake
RWS
1901
Retirement Wealth Solutions
Wisconsin
$7.03K +$492 +2 +8%
PCM
1902
Penserra Capital Management
California
$7K
PWA
1903
Provenance Wealth Advisors
Florida
$6.77K +$6.4K +26 New
HFS
1904
Hughes Financial Services
Virginia
$6.51K +$3.45K +14 +127%
PGAM
1905
Princeton Global Asset Management
New Jersey
$5.99K -$246 -1 -4%
MWA
1906
Medallion Wealth Advisors
Connecticut
$5.99K -$108K -438 -95%
KFP
1907
Kerr Financial Planning
California
$5.96K
LC
1908
Luminist Capital
Michigan
$5.73K +$5.42K +22 New
VWM
1909
Vermillion Wealth Management
Minnesota
$5.52K -$5.17K -21 -50%
HIA
1910
HFM Investment Advisors
New Jersey
$5.47K +$2.71K +11 +110%
RWM
1911
RMG Wealth Management
Wisconsin
$5.28K
GTAM
1912
Global Trust Asset Management
Florida
$5.21K -$142K -575 -97%
DCM
1913
Davis Capital Management
Florida
$5.21K +$1.23K +5 +33%
PS
1914
Planning Strategies
Pennsylvania
$4.95K +$4.68K +19 New
CWA
1915
Carolina Wealth Advisors
South Carolina
$4.69K
RF
1916
Roxbury Financial
New Jersey
$4.69K
TM
1917
Torren Management
California
$4.64K
DF
1918
Dunhill Financial
United Kingdom
$4.5K -$246 -1 -6%
AP
1919
Atwood & Palmer
Missouri
$4.43K
CHC
1920
City Holding Co
West Virginia
$4.17K
NECFA
1921
New England Capital Financial Advisors
Connecticut
$4.16K
AWM
1922
Abound Wealth Management
Tennessee
$4.01K -$38.4K -156 -91%
CAL
1923
Capital Advisors Ltd
Ohio
$4K -$4.43K -18 -51%
AW
1924
Ankerstar Wealth
Texas
$3.91K
JSAM
1925
J. Safra Asset Management
New York
$3.91K

VLO Hedge Fund Activity: Q2 2026 in Review

1,967 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q2 2026, worth a combined $63.9B — up 3.7% from $61.7B a quarter earlier.

Buyers outnumbered sellers: 230 funds opened new VLO positions and 104 closed out — a net gain of 126 holders — while 714 added to existing stakes and 717 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $328M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.04B.

  • 1,967 institutional investors held Valero Energy (VLO) as of Q2 2026, up from 1,870 in Q1 2026.
  • Funds reported $63.9B of Valero Energy stock for Q2 2026, up 3.7% quarter-over-quarter.
  • 230 funds opened new Valero Energy positions in Q2 2026 and 104 closed out, a net change of +126 holders.
  • The largest Valero Energy buyer in Q2 2026 was AQR Capital Management, an estimated $328M added.
  • The largest Valero Energy seller in Q2 2026 was T. Rowe Price Associates, an estimated $1.04B sold.

Based on aggregated 13F filings for Q2 2026.