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Valero Energy

1,870 hedge funds and large institutions have $61.7B invested in Valero Energy in 2026 Q1 according to their latest regulatory filings, with 363 funds opening new positions, 652 increasing their positions, 603 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more funds holding in top 10

Funds holding in top 10: 937 (+28)

274% more first-time investments, than exits

New positions opened: 363 | Existing positions closed: 97

47% more capital invested

Capital invested by funds: $42.1B → $61.7B (+$19.6B)

15% more funds holding

Funds holding: 1,6261,870 (+244)

8% more repeat investments, than reductions

Existing positions increased: 652 | Existing positions reduced: 603

2% less call options, than puts

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

1.04% less ownership

Funds ownership: 84.63%83.59% (-1%)

Holders
1,870
Holders Change
+244
Holders Change %
+15.01%
% of All Funds
22.88%
Holding in Top 10
37
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+311.11%
% of All Funds
0.45%
New
363
Increased
652
Reduced
603
Closed
97
Calls
$1.01B
Puts
$1.02B
Net Calls
-$18.8M
Net Calls Change
+$147M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$6.43B -$19.9M -96,505 -0.4%
Vanguard Capital Management
2
Vanguard Capital Management
Pennsylvania
$4.85B +$4.05B +19,625,291 New
State Street
3
State Street
Massachusetts
$4.85B +$296M +1,437,811 +8%
Vanguard Portfolio Management
4
Vanguard Portfolio Management
Pennsylvania
$3.68B +$3.07B +14,878,748 New
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.07B +$332M +1,609,265 +24%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.04B +$44.5M +215,666 +3%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$2.01B -$390M -1,890,894 -19%
Morgan Stanley
8
Morgan Stanley
New York
$1.79B -$37.4M -181,229 -2%
Ameriprise
9
Ameriprise
Minnesota
$1.62B +$189M +917,456 +16%
Franklin Resources
10
Franklin Resources
California
$1.58B +$153M +743,955 +13%
Bank of America
11
Bank of America
North Carolina
$1.24B +$107M +516,975 +11%
Barclays
12
Barclays
United Kingdom
$880M -$36.2M -175,663 -5%
Northern Trust
13
Northern Trust
Illinois
$800M -$9.68M -46,947 -1%
JP Morgan Chase
14
JP Morgan Chase
New York
$743M +$295M +1,433,081 +93%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$734M +$52.5M +254,604 +9%
Charles Schwab
16
Charles Schwab
California
$727M -$1.86B -9,007,160 -75%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$702M +$91.2M +442,177 +18%
Nuveen
18
Nuveen
North Carolina
$673M +$96.2M +466,523 +21%
Goldman Sachs
19
Goldman Sachs
New York
$662M +$55.6M +269,564 +11%
Invesco
20
Invesco
Georgia
$651M +$10.2M +49,601 +2%
Amundi
21
Amundi
France
$639M +$166M +806,018 +45%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$615M -$16.8M -81,732 -3%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$504M +$27.4M +132,966 +7%
UBS Group
24
UBS Group
Switzerland
$435M +$45.1M +218,669 +14%
Legal & General Group
25
Legal & General Group
United Kingdom
$434M -$6.29M -30,497 -2%

VLO Hedge Fund Activity: Q1 2026 in Review

1,870 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q1 2026, worth a combined $61.7B — up 47% from $42.1B a quarter earlier.

Buyers outnumbered sellers: 363 funds opened new VLO positions and 97 closed out — a net gain of 266 holders — while 652 added to existing stakes and 603 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $332M. The largest seller was Charles Schwab, cutting an estimated $1.86B.

  • 1,870 institutional investors held Valero Energy (VLO) as of Q1 2026, up from 1,626 in Q4 2025.
  • Funds reported $61.7B of Valero Energy stock for Q1 2026, up 47% quarter-over-quarter.
  • 363 funds opened new Valero Energy positions in Q1 2026 and 97 closed out, a net change of +266 holders.
  • The largest Valero Energy buyer in Q1 2026 was Fidelity Investments, an estimated $332M added.
  • The largest Valero Energy seller in Q1 2026 was Charles Schwab, an estimated $1.86B sold.

Based on aggregated 13F filings for Q1 2026.