Bornite Capital Management’s Valero Energy VLO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-253,100	Closed	-$43.2M	–	57
2024 Q1	$43.2M	Buy	253,100 +99,900	+65%	+$17.1M	7.24%	3
2023 Q4	$19.9M	Buy	+153,200	New	+$19.9M	4.66%	10