In a recent 13F filing with the SEC, SIR Capital Management disclosed taking a new position in Valero Energy Corp. during the second quarter of 2026. The filing, made public on August 14, 2026, revealed the firm purchased over 124,000 shares of the refining giant, valued at approximately $32.38 million as of June 30. This investment gave SIR Capital a 3.72% portfolio weight in the company.
Investors should note that 13F filings reflect positions held at the end of a quarter and are not indicative of current holdings. The disclosure came after Valero reported exceptionally strong second-quarter results on July 30, with revenues and earnings significantly beating analyst expectations. The company's performance was boosted by robust refining margins.