Position in VLO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$15,556,081
+$14,483,443 QoQ
Shares Held
59,730
+848.1% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#273
of 1,964 holders
Holding Since
Mar 2022
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026PICTON MAHONEY ASSET MANAGEMENT holds $17,034,275 across 9 Oil & Gas Refining & Marketing names. VLO ranks #1 (91.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
59,730 | $15,556,081 | |
| 2 | MPC |
Marathon Petroleum Corp
|
1,924 | $491,909 | |
| 3 | DINO |
HF Sinclair Corp
|
7,043 | $490,544 | |
| 4 | PSX |
Phillips 66
|
2,807 | $474,523 | |
| 5 | PBF |
PBF Energy Inc.
|
142 | $6,463 | |
| 6 | DK |
Delek US Holdings, Inc.
|
99 | $5,030 | |
| 7 | PARR |
Par Pacific Holdings, Inc.
|
75 | $4,206 | |
| 8 | WKC |
World Kinect Corp
|
118 | $3,886 |
All Filings in VLO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,556,081 | 59,730 | Shares | Sole | 2026-08-13 | |
| 2025-09-30 | $1,072,638 | 6,300 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,700,413 | 12,650 | Shares | Sole | 2025-08-12 | |
| 2023-03-31 | $3,033,508 | 21,730 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,909,534 | 22,935 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,569,742 | 24,050 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,675,162 | 34,580 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $4,396,682 | 43,300 | Shares | Sole | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||