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Regent Peak Wealth Advisors’s Valero Energy VLO Stock Holding History

Regent Peak Wealth 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 		$205K Buy
+787
New +$194K 0.04% 214
2021
Q1 		– Sell
-110
Closed -$6K – 966
2020
Q4 		$6K Buy
+110
New +$5.4K ﹤0.01% 646

Other funds holding VLO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Regent Peak Wealth Advisors's VLO Position: Q2 2026 in Review

Regent Peak Wealth Advisors opened a new position in Valero Energy (VLO) in Q2 2026: 787 shares worth $205K. The stake represents 0.04% of the portfolio and ranks #214 among its holdings. This is a return to the name: Regent Peak Wealth Advisors previously reported a position in VLO as recently as Q4 2020.

Regent Peak Wealth Advisors first reported a position in VLO in Q4 2020 and has held it in 2 quarters since. 405 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Regent Peak Wealth Advisors held 787 shares of Valero Energy worth $205K as of Q2 2026.
  • Valero Energy was a new Regent Peak Wealth Advisors position in Q2 2026.
  • Valero Energy made up 0.04% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #214 holding.
  • Regent Peak Wealth Advisors first reported a position in Valero Energy in Q4 2020 and has held it in 2 quarters since.
  • 405 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.