Why Is Institutional Interest Growing in Valero Energy (NYSE:VLO)?

February 10, 2025 10:06 PM AEDT | By Team Kalkine Media

Why Is Institutional Interest Growing in Valero Energy (NYSE:VLO)? — Image source: Shutterstock

Institutional Investments in Valero Energy

Valero Energy (NYSE:VLO) has continued to attract institutional interest, with several investment firms adjusting their stakes in recent months. Stiles Financial Services Inc increased its position in the company by over 20% in the fourth quarter. The firm now holds over 15,500 shares, according to a recent filing with the Securities and Exchange Commission (SEC).

Other investment firms have also modified their holdings. Allspring Global Investments Holdings LLC increased its stake by nearly 2% in the third quarter, bringing its total to over 1.2 million shares. Additionally, Kieckhefer Group LLC acquired a new position in Valero Energy during the fourth quarter.

Hedge Funds and Financial Firms Adjusting Positions

Hudson Capital Management LLC expanded its stake in Valero Energy by more than 6% in the fourth quarter. The firm now owns over 31,000 shares. Similarly, Captrust Financial Advisors reported a 7.5% increase in holdings, accumulating nearly 90,000 shares. These changes indicate a steady shift in institutional positioning.

Smaller firms have also entered the picture, with Miracle Mile Advisors LLC initiating a position in the fourth quarter. Hedge funds and other financial institutions now hold over 78% of Valero Energy’s stock.

Valero Energy’s Role in the Oil and Gas Sector

As a major player in the oil and gas industry, Valero Energy continues to attract institutional support. The company operates in refining and marketing, positioning itself among leading energy providers. The steady increase in institutional holdings underscores ongoing interest from financial firms monitoring sector trends.

Recent Developments in Share Activity

Trading activity surrounding Valero Energy has been dynamic, with significant volume shifts observed in recent months. Institutional investors continue to make strategic adjustments, reflecting evolving positions in the energy sector. With a strong presence in refining, Valero Energy remains under close watch by financial entities evaluating industry performance.

Conclusion

The increasing involvement of institutional investors in Valero Energy suggests sustained interest in the company’s position within the oil and gas sector. Firms such as Stiles Financial Services Inc and Allspring Global Investments Holdings LLC have made notable moves, signaling confidence in the company’s operations. With financial institutions holding a significant portion of its shares, Valero Energy remains a focal point within its industry.

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