SEC 13F Intelligence

Mount Lucas Management LP / VLO

Mount Lucas Management LP’s Valero Energy Corp Position

Does Mount Lucas Management LP own Valero Energy Corp (VLO)? Not currently — the last reported position was 23.8K shares worth $3M in Q3 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q3 2023
Shares
23.8K
% of Portfolio
+1.19%
Quarters Held
14
position exited

Position History VLO

Reported value by quarter
Q4 ’18: $6MQ4 ’18Q1 ’19: $8MQ2 ’19: $8MQ2 ’19Q3 ’19: $265,000Q2 ’20: $6MQ2 ’20Q3 ’20: $4MQ4 ’20: $5MQ4 ’20Q1 ’21: $8MQ2 ’22: $3MQ2 ’22Q3 ’22: $3MQ4 ’22: $7MQ4 ’22Q1 ’23: $7MQ2 ’23: $3MQ2 ’23Q3 ’23: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202323.8K$3M+1.19%
Q2 202328.1K$3M+1.10%
Q1 202353.5K$7M+1.97%
Q4 202251.4K$7M+2.14%
Q3 202225.8K$3M+0.95%
Q2 202226.0K$3M+0.93%
Q1 2021108.3K$8M+2.28%
Q4 202096.7K$5M+1.15%
Q3 202094.6K$4M+0.85%
Q2 2020100.0K$6M+1.16%
Q3 20193.1K$265,000+0.05%
Q2 201994.2K$8M+1.37%
Q1 201996.1K$8M+1.35%
Q4 201883.4K$6M+0.79%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mount Lucas Management LP’s full portfolio or all institutional holders of VLO.