McCarter Private Wealth Services’s Valero Energy VLO Stock Holding History

McCarter Private Wealth Services’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	$1.53M	Sell	5,868 -196	-3%	-$48.3K	0.53%	57
2026 Q1	$1.5M	Buy	6,064 +320	+6%	+$66K	0.65%	46
2025 Q4	$935K	Buy	5,744 +492	+9%	+$83.4K	0.42%	57
2025 Q3	$894K	Buy	5,252 +50	+1%	+$7.46K	0.46%	49
2025 Q2	$699K	Sell	5,202 -208	-4%	-$25.9K	0.4%	55
2025 Q1	$714K	Buy	5,410 +185	+4%	+$24.5K	0.47%	45
2024 Q4	$641K	Sell	5,225 -1,606	-24%	-$215K	0.41%	46
2024 Q3	$922K	Buy	+6,831	New	+$992K	0.58%	40

Other funds holding VLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

McCarter Private Wealth Services's VLO Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its Valero Energy (VLO) stake by 3.2% in Q2 2026, selling an estimated $48.3K and leaving 5,868 shares worth $1.53M. The position accounts for 0.53% of the portfolio, ranked #57.

McCarter Private Wealth Services first reported a position in VLO in Q3 2024 and has held it in 8 quarters since. 1,975 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

McCarter Private Wealth Services held 5,868 shares of Valero Energy worth $1.53M as of Q2 2026.
McCarter Private Wealth Services sold 196 Valero Energy shares in Q2 2026, an estimated $48.3K.
Valero Energy made up 0.53% of McCarter Private Wealth Services's portfolio in Q2 2026, its #57 holding.
McCarter Private Wealth Services first reported a position in Valero Energy in Q3 2024 and has held it in 8 quarters since.
1,975 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.