SIR Capital Management, L.P.

Position in VLO — Valero Energy Corp/Tx

CIK 1434997 NEW YORK, NY

Position in VLO

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

Position Value

$32,377,640

+$31,055,351 QoQ

Shares Held

124,319

+1163.8% QoQ

Ownership

0.043%

of shares outstanding

% of Portfolio

3.79%

of 13F equity value

Holder Rank

#179

of 1,955 holders

Holding Since

Mar 2021

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

SIR Capital Management, L.P. holds $64,275,676 across 4 Oil & Gas Refining & Marketing names. VLO ranks #1 (50.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx This page	124,319	$32,377,640
2	DK	Delek US Holdings, Inc.	363,287	$18,458,612
3	PBF	PBF Energy Inc.	200,529	$9,128,080
4	CLNE	Clean Energy Fuels Corp.	2,103,095	$4,311,344

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$32,377,640	124,319	+1163.8%	Shares	Sole	2026-08-14
2025-06-30	$1,322,289	9,837	-89.5%	Shares	Sole	2025-08-12
2025-03-31	$12,322,131	93,300	-13.8%	Shares	Sole	2025-05-15
2023-09-30	$15,334,013	108,207	-76.2%	Shares	Sole	2023-11-14
2023-06-30	$53,362,819	454,926	+38.5%	Shares	Sole	2023-08-11
2023-03-31	$45,848,409	328,427	-27.5%	Shares	Sole	2023-05-15
2021-06-30	$35,390,540	453,260	-23.1%	Shares	Sole	2021-08-16
2021-03-31	$42,184,715	589,172	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.