SEC 13F Intelligence

Thomist Capital Management, LP / VLO

Thomist Capital Management, LP’s Valero Energy Corp Position

Does Thomist Capital Management, LP own Valero Energy Corp (VLO)? Not currently — the last reported position was 114.9K shares worth $20M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$20M
Q3 2025
Shares
114.9K
% of Portfolio
+3.91%
Quarters Held
6
position exited

Position History VLO

Reported value by quarter
Q4 ’21: $14MQ4 ’21Q3 ’22: $3MQ3 ’22Q4 ’23: $5MQ4 ’23Q1 ’24: $3MQ1 ’24Q4 ’24: $4MQ4 ’24Q3 ’25: $20MQ3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2025114.9K$20M+3.91%
Q4 202431.5K$4M+0.98%
Q1 202415.3K$3M+1.07%
Q4 202334.6K$5M+1.99%
Q3 202230.0K$3M+2.40%
Q4 2021181.1K$14M+13.36%

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