SEMPER AUGUSTUS INVESTMENTS GROUP LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1115373 Highlands Ranch, CO

Position in VLO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$9,868,852

-$1,016,504 QoQ

Shares Held

37,893

-14.0% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

1.12%

of 13F equity value

Holder Rank

#351

of 1,966 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

SEMPER AUGUSTUS INVESTMENTS GROUP LLC holds $27,682,517 across 3 Oil & Gas Refining & Marketing names. VLO ranks #2 (35.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DINO	HF Sinclair Corp	252,187	$17,564,824
2	VLO	Valero Energy Corp/Tx This page	37,893	$9,868,852
3	PSX	Phillips 66	1,472	$248,841

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,868,852	37,893	-14.0%	Shares	Sole	2026-08-14
2026-03-31	$10,885,356	44,056	-77.8%	Shares	Sole	2026-05-15
2025-12-31	$32,339,535	198,658	-0.4%	Shares	Sole	2026-02-17
2025-09-30	$33,971,467	199,527	+0.4%	Shares	Sole	2025-11-14
2025-06-30	$26,710,194	198,707	+4.3%	Shares	Sole	2025-08-15
2025-03-31	$25,158,542	190,494	+0.8%	Shares	Sole	2025-05-15
2024-12-31	$23,171,839	189,019	+61.5%	Shares	Sole	2025-02-14
2024-09-30	$15,804,721	117,046	+211.1%	Shares	Sole	2024-11-14
2024-06-30	$5,897,154	37,619	-6.1%	Shares	Sole	2024-08-14
2024-03-31	$6,838,865	40,066	+4.1%	Shares	Sole	2024-05-15
2023-12-31	$5,002,660	38,482	+8.4%	Shares	Sole	2024-02-14
2023-09-30	$5,031,696	35,507	-63.7%	Shares	Sole	2023-11-14
2023-06-30	$11,482,848	97,893	-0.1%	Shares	Sole	2023-08-14
2023-03-31	$13,682,614	98,013	-18.8%	Shares	Sole	2023-05-15
2022-12-31	$15,316,188	120,733	-0.8%	Shares	Sole	2023-02-14
2022-09-30	$13,010,162	121,761	+2.4%	Shares	Sole	2022-11-14
2022-06-30	$12,635,841	118,892	-0.2%	Shares	Sole	2022-08-15
2022-03-31	$12,091,281	119,079	+0.3%	Shares	Sole	2022-05-16
2021-12-31	$8,913,754	118,676	+1.4%	Shares	Sole	2022-02-14
2021-09-30	$8,255,984	116,990	+8.7%	Shares	Sole	2021-11-15
2021-06-30	$8,406,951	107,671	+0.2%	Shares	Sole	2021-08-16
2021-03-31	$7,697,286	107,504	+1.2%	Shares	Sole	2021-05-14
2020-12-31	$6,008,243	106,209	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.