Corigliano Investment Advisers, LLC VLO — VALERO ENERGY CORP

Ownership history in Corigliano Investment Advisers, LLC  ·  4 quarters on record

AI Ownership Summary

Corigliano Investment Advisers, LLC reported VALERO ENERGY CORP (VLO) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 3.99% in 2024 Q4. The latest visible filing shows VLO at 3.27% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VLO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Corigliano Investment Advisers, LLC's position in VALERO ENERGY CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VLO was reported at 3.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.99% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Corigliano Investment Advisers, LLC held VLO — position size vs. price
% of Fund (quarterly)    VLO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 22.2% +52.7% ❌ 56,574 -16,126 -22.2% 3.27% $9.2M 2026-02-17 $195.65
2025 Q3 ADDED — — — 72,700 +26,200 +56.3% 3.99% $12.4M 2025-11-14 $177.99
2025 Q1 REDUCED 31.6% +2.6% ❌ 46,500 -21,500 -31.6% 2.73% $6.1M 2025-05-15 $130.38
2024 Q4 INITIATED — — — 68,000 — — 3.99% $8.3M 2025-02-14 $130.32

FAQ About Corigliano Investment Advisers, LLC and VLO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Corigliano Investment Advisers, LLC reported owning VLO?

Corigliano Investment Advisers, LLC reported VLO across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported VLO position in Corigliano Investment Advisers, LLC's portfolio?

The largest reported portfolio weight for VLO was 3.99% in 2024 Q4.

What is the latest reported VLO position on this page?

The most recent filing on this page is 2025 Q4, when Corigliano Investment Advisers, LLC reported 56,574 shares, equal to 3.27% of portfolio, with an estimated market value of $9.2M.

What does the chart on this VLO ownership page compare?

The chart compares Corigliano Investment Advisers, LLC's quarterly VLO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Corigliano Investment Advisers, LLC time their VLO position?

Based on 13F filing dates vs. subsequent VLO price moves, Corigliano Investment Advisers, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on VLO relative to SPY over the holding period was +32.2%.

← Back to Corigliano Investment Advisers, LLC Holdings