Summit Street Capital Management, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1595533 NEW YORK, NY

Position in VLO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$31,527,902

+$10,755,573 QoQ

Shares Held

127,602

0.0% QoQ

Ownership

0.043%

of shares outstanding

% of Portfolio

4.59%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Energy · as of Mar 31, 2026

Summit Street Capital Management, LLC holds $75,581,366 across 3 Oil & Gas Refining & Marketing names. VLO ranks #1 (41.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx This page	127,602	$31,527,902
2	MPC	Marathon Petroleum Corp	105,145	$25,674,306
3	DINO	HF Sinclair Corp	294,585	$18,379,158

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$31,527,902	127,602	0.0%	Shares	Sole	2026-05-15
2025-12-31	$20,772,329	127,602	-17.0%	Shares	Sole	2026-02-17
2025-09-30	$26,162,662	153,663	-11.7%	Shares	Sole	2025-11-14
2025-06-30	$23,383,568	173,959	+204.7%	Shares	Sole	2025-08-14
2024-09-30	$7,709,402	57,094	-4.5%	Shares	Sole	2024-11-14
2024-06-30	$9,369,858	59,772	+1.8%	Shares	Sole	2024-08-14
2024-03-31	$10,019,161	58,698	0.0%	Shares	Sole	2024-05-15
2023-12-31	$7,630,740	58,698	0.0%	Shares	Sole	2024-02-14
2023-09-30	$8,318,093	58,698	0.0%	Shares	Sole	2023-11-14
2023-06-30	$6,885,275	58,698	+32.0%	Shares	Sole	2023-08-14
2023-03-31	$6,208,291	44,472	+30.8%	Shares	Sole	2023-05-15
2022-12-31	$4,314,254	34,008	0.0%	Shares	Sole	2023-02-14
2022-09-30	$3,633,754	34,008	0.0%	Shares	Sole	2022-11-14
2022-06-30	$3,614,370	34,008	0.0%	Shares	Sole	2022-08-15
2022-03-31	$3,453,172	34,008	0.0%	Shares	Sole	2022-05-16
2021-12-31	$2,554,340	34,008	-51.7%	Shares	Sole	2022-02-14
2021-09-30	$4,969,680	70,422	0.0%	Shares	Sole	2021-11-15
2021-06-30	$5,498,549	70,422	0.0%	Shares	Sole	2021-08-16
2021-03-31	$5,042,215	70,422	+73.2%	Shares	Sole	2021-05-17
2020-12-31	$2,300,701	40,670	-10.9%	Shares	Sole	2021-02-16
2020-09-30	$1,978,381	45,669	0.0%	Shares	Sole	2020-11-16
2020-06-30	$2,686,250	45,669	0.0%	Shares	Sole	2020-08-17
2020-03-31	$2,071,545	45,669	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.