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Regent Peak Wealth Advisors LLC: VLO position timeline

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

Regent Peak Wealth Advisors LLC held 870 VLO shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 870 shares
    Change vs previous 13F +83 shares

    0.06% of the 13F portfolio, value $337,222.

    13F-HR 0001803329-26-000010 filed by Regent Peak Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 787 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $204,966.

    13F-HR 0001803329-26-000006 filed by Regent Peak Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).