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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$894K Buy
2025
Q2
$699K Sell
2025
Q1
$714K Buy
2024
Q4
$641K Sell
2024
Q3
$922K Buy