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MassMutual Private Wealth & Trust’s Valero Energy VLO Stock Holding History

MassMutual Private Wealth & Trust’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 		$7.51M Sell
28,821
-1,719
-6% -$423K 0.19% 102
2026
Q1 		$7.55M Sell
30,540
-439
-1% -$90.5K 0.21% 98
2025
Q4 		$5.04M Sell
30,979
-1,245
-4% -$211K 0.13% 132
2025
Q3 		$5.49M Sell
32,224
-1,928
-6% -$288K 0.14% 131
2025
Q2 		$4.59M Sell
34,152
-4,793
-12% -$597K 0.12% 138
2025
Q1 		$5.14M Buy
38,945
+383
+1% +$50.8K 0.15% 131
2024
Q4 		$4.73M Sell
38,562
-3,845
-9% -$514K 0.13% 133
2024
Q3 		$5.73M Sell
42,407
-309
-0.7% -$44.9K 0.16% 115
2024
Q2 		$6.7M Buy
42,716
+8,198
+24% +$1.32M 0.2% 111
2024
Q1 		$5.89M Buy
34,518
+261
+0.8% +$37.4K 0.18% 115
2023
Q4 		$4.45M Sell
34,257
-1,064
-3% -$135K 0.15% 139
2023
Q3 		$5.01M Sell
35,321
-143
-0.4% -$18.7K 0.18% 114
2023
Q2 		$4.16M Sell
35,464
-2,211
-6% -$257K 0.15% 137
2023
Q1 		$5.26M Sell
37,675
-331
-0.9% -$44.5K 0.2% 117
2022
Q4 		$4.82M Buy
38,006
+374
+1% +$46.9K 0.2% 124
2022
Q3 		$4.02M Sell
37,632
-938
-2% -$103K 0.18% 128
2022
Q2 		$4.1M Sell
38,570
-77
-0.2% -$9.12K 0.18% 131
2022
Q1 		$3.92M Sell
38,647
-98
-0.3% -$8.5K 0.15% 140
2021
Q4 		$2.91M Sell
38,745
-397
-1% -$29.6K 0.11% 162
2021
Q3 		$2.76M Buy
39,142
+142
+0.4% +$9.45K 0.11% 157
2021
Q2 		$3.04M Buy
39,000
+661
+2% +$51.2K 0.13% 150
2021
Q1 		$2.75M Buy
38,339
+2,321
+6% +$158K 0.13% 149
2020
Q4 		$2.04M Sell
36,018
-50,775
-59% -$2.49M 0.1% 158
2020
Q3 		$3.76M Buy
86,793
+10,975
+14% +$575K 0.22% 118
2020
Q2 		$4.46M Buy
75,818
+24,498
+48% +$1.46M 0.29% 93
2020
Q1 		$2.33M Buy
51,320
+5,070
+11% +$368K 0.19% 133
2019
Q4 		$4.33M Sell
46,250
-3,007
-6% -$284K 0.27% 102
2019
Q3 		$4.2M Buy
49,257
+3,461
+8% +$280K 0.28% 101
2019
Q2 		$3.92M Buy
45,796
+4,130
+10% +$341K 0.27% 104
2019
Q1 		$3.53M Buy
41,666
+8,117
+24% +$671K 0.25% 107
2018
Q4 		$2.52M Sell
33,549
-3,155
-9% -$277K 0.22% 117
2018
Q3 		$4.18M Buy
36,704
+4,683
+15% +$532K 0.31% 86
2018
Q2 		$3.55M Buy
32,021
+8,811
+38% +$988K 0.28% 88
2018
Q1 		$2.15M Buy
23,210
+19,261
+488% +$1.8M 0.18% 129
2017
Q4 		$363K Buy
3,949
+70
+2% +$5.78K 0.03% 282
2017
Q3 		$298K Buy
3,879
+239
+7% +$16.5K 0.02% 312
2017
Q2 		$246K Sell
3,640
-94
-3% -$6.1K 0.02% 315
2017
Q1 		$248K Buy
3,734
+188
+5% +$12.6K 0.02% 314
2016
Q4 		$242K Buy
+3,546
New +$218K 0.03% 266
2016
Q2 		$198K Buy
+3,874
New +$219K 0.03% 323
2016
Q1 		– Sell
-322
Closed -$20.5K – 907
2015
Q4 		$22.8K Sell
322
-4,814
-94% -$328K ﹤0.01% 414
2015
Q3 		$238K Buy
5,136
+101
+2% +$6.41K 0.05% 247
2015
Q2 		$252K Sell
5,035
-917
-15% -$54.1K 0.06% 239
2015
Q1 		$379K Buy
+5,952
New +$332K 0.06% 223
2014
Q4 		– Sell
-5,136
Closed -$238K – 771
2014
Q3 		$238K Buy
+5,136
New +$259K 0.05% 244
2014
Q2 		– Sell
-34
Closed -$1.8K – 611
2014
Q1 		$1.8K Buy
+34
New +$1.74K ﹤0.01% 526

Other funds holding VLO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

MassMutual Private Wealth & Trust's VLO Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Valero Energy (VLO) stake by 5.6% in Q2 2026, selling an estimated $423K and leaving 28,821 shares worth $7.51M. The position accounts for 0.19% of the portfolio, ranked #102.

MassMutual Private Wealth & Trust first reported a position in VLO in Q1 2014 and has held it in 46 quarters since. The position peaked at $7.55M in Q1 2026. 877 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • MassMutual Private Wealth & Trust held 28,821 shares of Valero Energy worth $7.51M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 1,719 Valero Energy shares in Q2 2026, an estimated $423K.
  • Valero Energy made up 0.19% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #102 holding.
  • MassMutual Private Wealth & Trust first reported a position in Valero Energy in Q1 2014 and has held it in 46 quarters since.
  • MassMutual Private Wealth & Trust's Valero Energy position peaked at $7.55M in Q1 2026.
  • 877 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.