Applied Finance Capital Management, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1966007 SAN JUAN, PR

Position in VLO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$18,538,119

-$3,661,277 QoQ

Shares Held

71,180

-20.8% QoQ

Ownership

0.025%

of shares outstanding

% of Portfolio

1.40%

of 13F equity value

Holder Rank

#248

of 1,955 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Energy · as of Jun 30, 2026

Applied Finance Capital Management, LLC holds $19,665,112 across 2 Oil & Gas Refining & Marketing names. VLO ranks #1 (94.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	VLO	Valero Energy Corp/Tx This page	71,180	$18,538,119
2	MPC	Marathon Petroleum Corp	4,408	$1,126,993

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,538,119	71,180	-20.8%	Shares	Sole	2026-07-28
2026-03-31	$22,199,396	89,847	-3.7%	Shares	Sole	2026-05-04
2025-12-31	$15,194,493	93,338	-19.0%	Shares	Sole	2026-02-05
2025-09-30	$19,611,057	115,183	+13.7%	Shares	Sole	2025-11-06
2025-06-30	$13,611,369	101,260	+1.5%	Shares	Sole	2025-07-29
2025-03-31	$13,179,793	99,794	-44.0%	Shares	Sole	2025-05-07
2024-12-31	$21,856,938	178,293	+3.0%	Shares	Sole	2025-02-13
2024-09-30	$23,372,342	173,090	+0.1%	Shares	Sole	2024-11-08
2024-06-30	$27,096,122	172,851	+29.9%	Shares	Sole	2024-07-31
2024-03-31	$22,706,037	133,025	+11.0%	Shares	Sole	2024-05-07
2023-12-31	$15,575,040	119,808	+0.6%	Shares	Sole	2024-02-08
2023-09-30	$16,877,944	119,102	+7.3%	Shares	Sole	2023-11-08
2023-06-30	$13,023,701	111,029	+7.7%	Shares	Sole	2023-08-14
2023-03-31	$14,393,876	103,108	+1.6%	Shares	Sole	2023-05-12
2022-12-31	$12,876,797	101,504	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.