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Disclosery

Realta Investment Advisors: VLO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Realta Investment Advisors on VLO, newest first. How the timeline and the estimate are built.

Realta Investment Advisors held 4,710 VLO shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,710 shares
    Change vs previous 13F +1,954 shares

    0.53% of the 13F portfolio, value $1,825,782.

    13F-HR 0001398344-26-018178 filed by Realta Investment Advisors
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,756 shares
    Change vs previous 13F -1,221 shares

    0.22% of the 13F portfolio, value $717,725.

    13F-HR 0001398344-26-012286 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 3,977 shares
    Change vs previous 13F -8 shares

    0.34% of the 13F portfolio, value $982,645.

    13F-HR 0001398344-26-006814 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 3,985 shares
    Change vs previous 13F +37 shares

    0.21% of the 13F portfolio, value $648,753.

    13F-HR 0001398344-26-000878 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 3,948 shares
    Change vs previous 13F +42 shares

    0.22% of the 13F portfolio, value $672,211.

    13F-HR 0001398344-25-019615 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 3,906 shares
    Change vs previous 13F -6 shares

    0.21% of the 13F portfolio, value $525,045.

    13F-HR 0001398344-25-013484 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 3,912 shares
    Change vs previous 13F +7 shares

    0.24% of the 13F portfolio, value $516,613.

    13F-HR 0001398344-25-008338 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 3,905 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $485,263.

    13F-HR 0001398344-25-001199 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).