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Yaupon Capital Management LP

Position in VLO — Valero Energy Corp/Tx

CIK 1755028 NEW YORK, NY

Position in VLO

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$26,345,068
+$19,400,600 QoQ
Shares Held
101,156
+128.3% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#198
of 1,955 holders
Holding Since
Sep 2022
8 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in VLO Over Time

Shares Held

Position Value (USD)

Derivatives in VLO

reported options exposure · as of Sep 30, 2023
CallValue
$0
CallShares
0
PutValue
$14,171,000
PutShares
100,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

Yaupon Capital Management LP holds $70,900,730 across 2 Oil & Gas Refining & Marketing names. VLO ranks #2 (37.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 VLO
Valero Energy Corp/Tx
This page
101,156 $26,345,068

All Filings in VLO

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8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $26,345,068 101,156
2024-06-30 $6,944,468 44,300
2024-03-31 $35,332,830 207,000
2023-12-31 $8,045,830 61,891
2023-09-30 $14,171,000 100,000
2023-06-30 $23,460,000 200,000
2023-03-31 $41,880,000 300,000
2022-09-30 $21,370,000 200,000