Regal Investment Advisors LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1559789 KENTWOOD, MI

Position in VLO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$275,285

-$51,354 QoQ

Shares Held

1,057

-20.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,477

of 1,964 holders

Holding Since

Jun 2022

8 quarters on record

Voting authority Sole 14% Shared 0% None 86%

Energy · as of Jun 30, 2026

Regal Investment Advisors LLC holds $2,870,481 across 4 Oil & Gas Refining & Marketing names. VLO ranks #4 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	4,763	$1,217,756
2	PSX	Phillips 66	6,307	$1,066,198
3	SUN	Sunoco LP	4,611	$311,242
4	VLO	Valero Energy Corp/Tx This page	1,057	$275,285

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$275,285	1,057	-20.0%	Shares	Sole	2026-08-14
2026-03-31	$326,639	1,322	-7.0%	Shares	Sole	2026-05-14
2024-06-30	$222,755	1,421	-5.1%	Shares	Sole	2024-08-15
2024-03-31	$255,522	1,497	-29.9%	Shares	Sole	2024-05-15
2023-03-31	$297,906	2,134	+0.1%	Shares	Sole	2023-05-11
2022-12-31	$270,338	2,131	-2.4%	Shares	Sole	2023-03-01
2022-09-30	$233,360	2,184	+1.8%	Shares	Sole	2022-11-15
2022-06-30	$227,970	2,145	—	Shares	Sole	2022-08-09
No filing history on record for this holder in this stock.