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Recurrent Investment Advisors LLC: VLO position timeline

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

Recurrent Investment Advisors LLC held 2,251 VLO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,251 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $586,250.

    13F-HR 0001420506-26-001686 filed by Recurrent Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 2,251 shares
    Change vs previous 13F -3,784 shares

    0.03% of the 13F portfolio, value $556,177.

    13F-HR 0001420506-26-001065 filed by Recurrent Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 6,035 shares
    Change vs previous 13F -5,224 shares

    0.07% of the 13F portfolio, value $982,438.

    13F-HR 0001420506-26-000354 filed by Recurrent Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 11,259 shares
    Change vs previous 13F -168,395 shares

    0.15% of the 13F portfolio, value $1,916,957.

    13F-HR 0001420506-25-003193 filed by Recurrent Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 179,654 shares
    Change vs previous 13F +287 shares

    1.95% of the 13F portfolio, value $24,149,091.

    13F-HR 0001420506-25-002061 filed by Recurrent Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 179,367 shares
    Change vs previous 13F +1,096 shares

    2.01% of the 13F portfolio, value $23,689,000.

    13F-HR 0001420506-25-001207 filed by Recurrent Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 178,271 shares
    Change vs previous 13F +12,346 shares

    2.01% of the 13F portfolio, value $21,854,242.

    13F-HR 0001420506-25-000549 filed by Recurrent Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 165,925 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $22,404,853.

    13F-HR 0001420506-24-002436 filed by Recurrent Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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