SEC 13F Intelligence

Lmcg Investments, LLC / VLO

Lmcg Investments, LLC’s Valero Energy Corp Position

Does Lmcg Investments, LLC own Valero Energy Corp (VLO)? Yes47.6K shares worth $12M (+0.70% of its 13F portfolio) as of Q1 2026, down from 51.0K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
47.6K
% of Portfolio
+0.70%
Quarters Held
17
currently held

Position History VLO

Reported value by quarter
Q1 ’22: $10MQ1 ’22Q2 ’22: $10MQ3 ’22: $10MQ4 ’22: $12MQ4 ’22Q1 ’23: $12MQ2 ’23: $10MQ3 ’23: $12MQ3 ’23Q4 ’23: $10MQ1 ’24: $13MQ2 ’24: $13MQ2 ’24Q3 ’24: $10MQ4 ’24: $8MQ1 ’25: $9MQ1 ’25Q2 ’25: $7MQ3 ’25: $9MQ4 ’25: $8MQ4 ’25Q1 ’26: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202647.6K$12M+0.70%
Q4 202551.0K$8M+0.47%
Q3 202553.2K$9M+0.53%
Q2 202555.4K$7M+0.47%
Q1 202566.2K$9M+0.58%
Q4 202465.5K$8M+0.49%
Q3 202471.3K$10M+0.58%
Q2 202481.2K$13M+0.74%
Q1 202474.2K$13M+0.75%
Q4 202379.8K$10M+0.64%
Q3 202381.6K$12M+0.78%
Q2 202382.6K$10M+0.63%
Q1 202386.1K$12M+0.80%
Q4 202291.1K$12M+0.81%
Q3 202292.7K$10M+0.72%
Q2 202295.2K$10M+0.70%
Q1 202297.7K$10M+0.57%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lmcg Investments, LLC’s full portfolio or all institutional holders of VLO.