LRT Capital Management Boosts Valero Energy Holdings

Investment firm increases stake in oil and gas company by 360.9% in Q3

Mar. 17, 2026 at 10:07am

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LRT Capital Management LLC significantly increased its holdings in Valero Energy Corporation (NYSE:VLO) during the third quarter, boosting its stake by 360.9% according to a recent 13F filing with the Securities and Exchange Commission. The investment firm now owns 20,503 shares of the oil and gas company's stock, valued at $3.49 million.

Why it matters

Valero Energy is one of the largest independent oil refiners in the United States, operating 15 refineries across the country. The increase in LRT Capital's position suggests the firm sees strong potential in Valero's business and future prospects, even as the energy sector faces ongoing market volatility.

The details

According to the 13F filing, LRT Capital Management acquired an additional 16,055 shares of Valero Energy during the third quarter, bringing its total holdings to 20,503 shares. This represents a 360.9% increase in the firm's position compared to the prior quarter. Valero Energy now makes up about 2.3% of LRT Capital's overall investment portfolio, making it the 12th largest holding.

  • LRT Capital Management filed its 13F report for the third quarter on 2026-03-17.

The players

LRT Capital Management LLC

An investment management firm that focuses on long-term value investing.

Valero Energy Corporation

A San Antonio, Texas-based integrated downstream energy company that manufactures and markets transportation fuels, petrochemical feedstocks, and other industrial products.

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The takeaway

LRT Capital Management's significant increase in its Valero Energy holdings suggests the firm sees strong long-term potential in the oil refiner, even as the energy sector faces ongoing market volatility. This move highlights the investment firm's confidence in Valero's business model and future prospects.