SEC 13F Intelligence

Covalis Capital LLP / VLO

Covalis Capital LLP’s Valero Energy Corp Position

Does Covalis Capital LLP own Valero Energy Corp (VLO)? Not currently — the last reported position was 294.5K shares worth $40M in Q3 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$40M
Q3 2024
Shares
294.5K
% of Portfolio
+5.60%
Quarters Held
4
position exited

Position History VLO

Reported value by quarter
Q1 ’21: $18MQ1 ’21Q2 ’21: $18MQ2 ’21Q2 ’24: $7MQ2 ’24Q3 ’24: $40MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2024294.5K$40M+5.60%
Q2 202441.6K$7M+0.89%
Q2 2021246.2K$18M+3.63%
Q1 2021246.2K$18M+3.63%

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