Recurrent Investment Advisors LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1803146 HOUSTON, TX

Position in VLO

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

Position Value

$586,250

+$30,073 QoQ

Shares Held

2,251

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,129

of 1,964 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Recurrent Investment Advisors LLC holds $201,447,516 across 5 Oil & Gas Refining & Marketing names. VLO ranks #5 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SUN	Sunoco LP	1,149,434	$77,586,795
2	PSX	Phillips 66	403,016	$68,129,854
3	PBF	PBF Energy Inc.	729,534	$33,208,387
4	MPC	Marathon Petroleum Corp	85,799	$21,936,230
5	VLO	Valero Energy Corp/Tx This page	2,251	$586,250

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$586,250	2,251	0.0%	Shares	Sole	2026-08-14
2026-03-31	$556,177	2,251	-62.7%	Shares	Sole	2026-05-15
2025-12-31	$982,437	6,035	-46.4%	Shares	Sole	2026-02-13
2025-09-30	$1,916,957	11,259	-93.7%	Shares	Sole	2025-11-13
2025-06-30	$24,149,090	179,654	+0.2%	Shares	Sole	2025-08-14
2025-03-31	$23,688,999	179,367	+0.6%	Shares	Sole	2025-05-15
2024-12-31	$21,854,241	178,271	+7.4%	Shares	Sole	2025-02-14
2024-09-30	$22,404,852	165,925	+9.1%	Shares	Sole	2024-11-14
2024-06-30	$23,837,709	152,065	-11.2%	Shares	Sole	2024-08-14
2024-03-31	$29,222,128	171,200	-0.3%	Shares	Sole	2024-05-15
2023-12-31	$22,321,650	171,705	-23.6%	Shares	Sole	2024-02-14
2023-09-30	$31,834,301	224,644	-4.4%	Shares	Sole	2023-11-14
2023-06-30	$27,558,696	234,942	+20.5%	Shares	Sole	2023-08-14
2023-03-31	$27,227,584	195,040	+3.9%	Shares	Sole	2023-05-15
2022-12-31	$23,810,353	187,690	+5.0%	Shares	Sole	2023-02-14
2022-09-30	$19,093,026	178,690	+19.2%	Shares	Sole	2022-11-14
2022-06-30	$15,931,584	149,902	-8.5%	Shares	Sole	2022-08-15
2022-03-31	$16,642,609	163,902	-1.8%	Shares	Sole	2022-05-16
2021-12-31	$12,536,009	166,902	+5.1%	Shares	Sole	2022-02-14
2021-09-30	$11,206,657	158,802	+25.1%	Shares	Sole	2021-11-15
2021-06-30	$9,908,117	126,897	+17.0%	Shares	Sole	2021-08-16
2021-03-31	$7,767,024	108,478	+21.1%	Shares	Sole	2021-05-14
2020-12-31	$5,068,445	89,596	+31.3%	Shares	Sole	2021-02-16
2020-09-30	$2,955,636	68,228	+10.1%	Shares	Sole	2020-11-16
2020-06-30	$3,644,369	61,958	—	Shares	Sole	2020-08-17
No filing history on record for this holder in this stock.