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Regal Investment Advisors’s Valero Energy VLO Stock Holding History

Regal Investment Advisors’s Portfolio VLO Stock Details VLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$275K Sell
1,057
-265
-20% -$65.2K 0.01% 591
2026
Q1 		$327K Buy
+1,322
New +$273K 0.02% 514
2024
Q3 		– Sell
-1,421
Closed -$223K – 581
2024
Q2 		$223K Sell
1,421
-76
-5% -$12.3K 0.01% 523
2024
Q1 		$256K Buy
+1,497
New +$214K 0.02% 493
2023
Q2 		– Sell
-2,134
Closed -$298K – 549
2023
Q1 		$298K Buy
2,134
+3
+0.1% +$403 0.03% 396
2022
Q4 		$270K Sell
2,131
-53
-2% -$6.65K 0.03% 404
2022
Q3 		$233K Buy
2,184
+39
+2% +$4.29K 0.02% 415
2022
Q2 		$228K Buy
+2,145
New +$254K 0.02% 435
2015
Q4 		– Sell
-98
Closed -$5K – 867
2015
Q3 		$5K Buy
98
+30
+44% +$1.91K ﹤0.01% 815
2015
Q2 		$4K Buy
68
+1
+1% +$59 ﹤0.01% 791
2015
Q1 		$4K Hold
67
– – ﹤0.01% 852
2014
Q4 		$3K Sell
67
-349
-84% -$16.9K ﹤0.01% 826
2014
Q3 		$19K Hold
416
– – 0.01% 566
2014
Q2 		$21K Hold
416
– – 0.01% 539
2014
Q1 		$22K Buy
416
+1
+0.2% +$51 0.01% 492
2013
Q4 		$21K Sell
415
-1
-0.2% -$42 0.01% 443
2013
Q3 		$14K Buy
416
+1
+0.2% +$35 0.01% 546
2013
Q2 		$14K Buy
+415
New +$15.8K 0.01% 528

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Regal Investment Advisors's VLO Position: Q2 2026 in Review

Regal Investment Advisors reduced its Valero Energy (VLO) stake by 20% in Q2 2026, selling an estimated $65.2K and leaving 1,057 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #591.

Regal Investment Advisors first reported a position in VLO in Q2 2013 and has held it in 18 quarters since. The position peaked at $327K in Q1 2026. 1,973 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Regal Investment Advisors held 1,057 shares of Valero Energy worth $275K as of Q2 2026.
  • Regal Investment Advisors sold 265 Valero Energy shares in Q2 2026, an estimated $65.2K.
  • Valero Energy made up 0.01% of Regal Investment Advisors's portfolio in Q2 2026, its #591 holding.
  • Regal Investment Advisors first reported a position in Valero Energy in Q2 2013 and has held it in 18 quarters since.
  • Regal Investment Advisors's Valero Energy position peaked at $327K in Q1 2026.
  • 1,973 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.