Convergence Investment Partners, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1456133 PALM BEACH GARDENS, FL

Position in VLO

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$9,037,268

+$2,004,136 QoQ

Shares Held

34,700

+21.9% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#361

of 1,955 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Convergence Investment Partners, LLC holds $27,525,223 across 4 Oil & Gas Refining & Marketing names. VLO ranks #1 (32.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx This page	34,700	$9,037,268
2	MPC	Marathon Petroleum Corp	31,959	$8,170,957
3	PSX	Phillips 66	43,453	$7,345,729
4	DINO	HF Sinclair Corp	42,660	$2,971,269

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,037,268	34,700	+21.9%	Shares	Sole	2026-07-31
2026-03-31	$7,033,132	28,465	+13.0%	Shares	Sole	2026-05-07
2025-12-31	$4,099,866	25,185	+2.4%	Shares	Sole	2026-02-05
2025-09-30	$4,186,863	24,591	+11.5%	Shares	Sole	2025-11-04
2025-06-30	$2,963,692	22,048	+13.1%	Shares	Sole	2025-08-01
2025-03-31	$2,574,572	19,494	+33.2%	Shares	Sole	2025-05-06
2024-12-31	$1,793,982	14,634	-39.2%	Shares	Sole	2025-01-31
2024-09-30	$3,247,471	24,050	+12.9%	Shares	Sole	2024-10-29
2024-06-30	$3,340,712	21,311	+16.6%	Shares	Sole	2024-08-01
2024-03-31	$3,119,359	18,275	+5.5%	Shares	Sole	2024-05-03
2023-12-31	$2,252,250	17,325	-3.1%	Shares	Sole	2024-02-05
2023-09-30	$2,533,066	17,875	+8.5%	Shares	Sole	2023-11-02
2023-06-30	$1,932,165	16,472	-5.0%	Shares	Sole	2023-07-26
2023-03-31	$2,421,362	17,345	+33.2%	Shares	Sole	2023-05-09
2022-12-31	$1,651,717	13,020	-4.8%	Shares	Sole	2023-02-03
2022-09-30	$1,460,960	13,673	+19.6%	Shares	Sole	2022-11-08
2022-06-30	$1,214,992	11,432	+2.8%	Shares	Sole	2022-08-05
2022-03-31	$1,129,226	11,121	-69.7%	Shares	Sole	2022-04-26
2020-09-30	$1,587,591	36,648	-31.2%	Shares	Sole	2020-10-28
2020-06-30	$3,132,165	53,250	+2.2%	Shares	Sole	2020-07-30
2020-03-31	$2,362,348	52,080	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.