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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$699K	Sell	5,202 -208	-4%	-$28K	0.4%	55
2025 Q1	$714K	Buy	5,410 +185	+4%	+$24.4K	0.47%	45
2024 Q4	$641K	Sell	5,225 -1,606	-24%	-$197K	0.41%	46
2024 Q3	$922K	Buy	+6,831	New	+$922K	0.58%	40