Catherine Avery Investment Management LLC
Position in VLO — Valero Energy Corp/Tx
CIK 2103454
LONGBOAT KEY, FL
Position in VLO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,874,126
+$21,768 QoQ
Shares Held
7,196
-4.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#713
of 1,955 holders
Holding Since
Dec 2024
7 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, 2026Catherine Avery Investment Management LLC holds $7,135,362 across 3 Oil & Gas Refining & Marketing names. VLO ranks #2 (26.3% of the industry book) .
All Filings in VLO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,874,126 | 7,196 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,852,358 | 7,497 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,267,482 | 7,786 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $1,336,030 | 7,847 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $1,060,439 | 7,889 | Shares | Sole | 2026-01-05 | |
| 2025-03-31 | $1,114,142 | 8,436 | Shares | Sole | 2026-01-05 | |
| 2024-12-31 | $1,698,484 | 13,855 | Shares | Sole | 2026-01-05 | |
| No filing history on record for this holder in this stock. | ||||||