LongVLOAug 2026
Valero Energy Corporation
Valero is the fund's independent US refining exposure and trades under ticker VLO. ([SEC][1]) The managers highlight its substantial US Gulf Coast presence and note that it is…
VLO
Which hedge funds are long VLO?
2 published ideas on Valero Energy Corporation across 2 funds — 2 long and 0 short.
Valero Energy hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Valero Energy: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongVLOSep 2026
Valero Energy Corporation
Valero is the fund's independent refining exposure in the United States and is the largest US refiner. The company has a significant presence on the US Gulf Coast and is…