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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.26B +$643M +4,805,133 +16%
BlackRock
2
BlackRock
New York
$3.11B +$96.6M +722,013 +3%
State Street
3
State Street
Massachusetts
$2.51B -$160M -1,197,860 -6%
Charles Schwab
4
Charles Schwab
California
$1.31B +$55.4M +413,963 +4%
Ameriprise
5
Ameriprise
Minnesota
$973M +$57.4M +429,252 +6%
Morgan Stanley
6
Morgan Stanley
New York
$970M -$112M -834,475 -10%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$845M +$13.4M +100,248 +1%
Koshinski Asset Management
8
Koshinski Asset Management
Illinois
$743M -$32.2K -241 -4%
Norges Bank
9
Norges Bank
Norway
$669M +$111M +833,051 +18%
N
10
Nuveen
North Carolina
$636M -$68.8M -513,963 -9%
Franklin Resources
11
Franklin Resources
California
$583M +$9.58M +71,587 +2%
Barclays
12
Barclays
United Kingdom
$576M +$43.4M +324,451 +7%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$563M -$119M -889,944 -16%
Bank of America
14
Bank of America
North Carolina
$556M -$41.3M -308,767 -6%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$553M +$370K +2,768 +0.1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$510M -$12.4M -92,479 -2%
Pacer Advisors
17
Pacer Advisors
Pennsylvania
$499M +$65.2M +487,022 +14%
Northern Trust
18
Northern Trust
Illinois
$472M +$70.8M +529,513 +16%
Invesco
19
Invesco
Georgia
$448M -$9.74M -72,794 -2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$372M -$54.7M -409,178 -12%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$351M +$70.3M +525,255 +22%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$338M -$13M -97,347 -3%
Amundi
23
Amundi
France
$310M +$9.86M +73,718 +3%
Goldman Sachs
24
Goldman Sachs
New York
$288M -$11.1M -83,199 -3%
UBS AM
25
UBS AM
Illinois
$257M -$57.8M -432,301 -17%
1
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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.