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Valero Energy

1,858 hedge funds and large institutions have $61.6B invested in Valero Energy in 2026 Q1 according to their latest regulatory filings, with 361 funds opening new positions, 649 increasing their positions, 600 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

8% more repeat investments, than reductions

Existing positions increased: 649 | Existing positions reduced: 600

2% less call options, than puts

Call options by funds: $1.01B | Put options by funds: $1.02B

1.05% less ownership

Funds ownership: 84.6%83.56% (-1%)

Holders
1,858
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
37
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.01B
Puts
$1.02B
Net Calls
Net Calls Change

Top Buyers

1 +$332M
2 +$296M
3 +$295M
4
Millennium Management
Millennium Management
New York
+$264M
5
Ameriprise
Ameriprise
Minnesota
+$189M
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
1901
Diversify Advisory Services
Utah
SFWC
1902
Strategic Family Wealth Counselors
New Jersey
BWG
1903
Beta Wealth Group
California
JRPIM
1904
Journey Retirement Planning & Investment Management
Idaho
SCP
1905
Sivia Capital Partners
California
I
1906
INVST
Indiana
WTG
1907
West Tower Group
Virginia
GWMR
1908
GC Wealth Management RIA
Massachusetts
MFIM
1909
Mesirow Financial Investment Management
Illinois
CA
1910
Calton & Associates
Florida
VI
1911
Versor Investments
New York
SMA
1912
Sage Mountain Advisors
Georgia
AG
1913
Algert Global
California
WAM
1914
Wilsey Asset Management
California
IF
1915
IRON Financial
Illinois
VWA
1916
Visionary Wealth Advisors
Illinois
M1FG
1917
Mach-1 Financial Group
Arkansas
WF
1918
Whelan Financial
California
SWM
1919
SFG Wealth Management
Maryland
ICP
1920
Interchange Capital Partners
Pennsylvania
Simplex Trading
1921
Simplex Trading
Illinois
TLA
1922
Tanglewood Legacy Advisors
Texas
SIM
1923
Sentry Investment Management
Wisconsin
DT
1924
DV Trading
Illinois
LWANC
1925
Laurel Wealth Advisors (North Carolina)
North Carolina