Position in VLO
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$204,966
+$198,744 QoQ
Shares Held
787
+615.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,649
of 1,955 holders
Holding Since
Dec 2020
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Regent Peak Wealth Advisors LLC holds $425,864 across 2 Oil & Gas Refining & Marketing names. VLO ranks #2 (48.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
864 | $220,898 | |
| 2 | VLO |
Valero Energy Corp/Tx
This page
|
787 | $204,966 |
All Filings in VLO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,966 | 787 | Shares | Sole | 2026-07-10 | |
| 2020-12-31 | $6,222 | 110 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||