Sanctuary Advisors LLC Purchases $30.12 Million O'Reilly Stake

Sanctuary Advisors LLC disclosed notable portfolio moves across several large-cap names, including a new position in O’Reilly Automotive by purchasing 327,122 shares worth about $30.1 million in the second quarter. The firm also raised its stake in Vistra Corp by 4.3% to 113,398 shares, valued at roughly $18.0 million, during the same period. In contrast, Sanctuary trimmed its stake in Valero Energy by 17.9% to 136,939 shares, with holdings around $35.7 million. These moves come as part of broader institutional activity in automotive, energy, and utility sectors, with other investors also adjusting positions in these names. Overall, Sanctuary’s activity illustrates a diversification of holdings through new and expanded bets on O’Reilly and Vistra, while paring back exposure at Valero. The disclosures are based on SEC 13F filings and related investor reporting.