QPWM
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Quadrant Private Wealth Management’s Valero Energy VLO Stock Holding History

Quadrant Private Wealth Management’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
Q1 		$870K Sell
3,520
-16,016
-82% -$3.3M 0.13% 132
2025
Q4 		$3.18M Sell
19,536
-593
-3% -$100K 0.52% 53
2025
Q3 		$3.43M Buy
20,129
+1,063
+6% +$159K 0.63% 43
2025
Q2 		$2.56M Buy
19,066
+267
+1% +$33.3K 0.53% 56
2025
Q1 		$2.48M Buy
18,799
+133
+0.7% +$17.6K 0.62% 49
2024
Q4 		$2.29M Buy
18,666
+203
+1% +$27.2K 0.56% 51
2024
Q3 		$2.49M Buy
18,463
+3,975
+27% +$577K 0.62% 49
2024
Q2 		$2.27M Sell
14,488
-18
-0.1% -$2.9K 0.52% 54
2024
Q1 		$2.48M Buy
14,506
+7,357
+103% +$1.05M 0.63% 46
2023
Q4 		$929K Buy
7,149
+1,072
+18% +$136K 0.26% 88
2023
Q3 		$861K Sell
6,077
-815
-12% -$107K 0.29% 79
2023
Q2 		$808K Buy
6,892
+845
+14% +$98.2K 0.23% 96
2023
Q1 		$844K Hold
6,047
– – 0.26% 89
2022
Q4 		$767K Buy
+6,047
New +$759K 0.26% 94
2022
Q2 		$595K Sell
5,603
-147
-3% -$17.4K 0.24% 90
2022
Q1 		$584K Buy
5,750
+630
+12% +$54.6K 0.22% 100
2021
Q4 		$385K Sell
5,120
-600
-10% -$44.7K 0.14% 145
2021
Q3 		$404K Sell
5,720
-600
-9% -$39.9K 0.17% 123
2021
Q2 		$493K Hold
6,320
– – 0.2% 109
2021
Q1 		$453K Sell
6,320
-300
-5% -$20.4K 0.2% 108
2020
Q4 		$374K Sell
6,620
-1,450
-18% -$71.1K 0.17% 125
2020
Q3 		$350K Sell
8,070
-350
-4% -$18.3K 0.18% 115
2020
Q2 		$495K Buy
8,420
+2,750
+49% +$164K 0.29% 81
2020
Q1 		$257K Buy
+5,670
New +$412K 0.21% 111

Other funds holding VLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Quadrant Private Wealth Management's VLO Position: Q1 2026 in Review

Quadrant Private Wealth Management reduced its Valero Energy (VLO) stake by 82% in Q1 2026, selling an estimated $3.3M and leaving 3,520 shares worth $870K. The position accounts for 0.13% of the portfolio, ranked #132.

Quadrant Private Wealth Management first reported a position in VLO in Q1 2020 and has held it in 24 quarters since. The position peaked at $3.43M in Q3 2025. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Quadrant Private Wealth Management held 3,520 shares of Valero Energy worth $870K as of Q1 2026.
  • Quadrant Private Wealth Management sold 16,016 Valero Energy shares in Q1 2026, an estimated $3.3M.
  • Valero Energy made up 0.13% of Quadrant Private Wealth Management's portfolio in Q1 2026, its #132 holding.
  • Quadrant Private Wealth Management first reported a position in Valero Energy in Q1 2020 and has held it in 24 quarters since.
  • Quadrant Private Wealth Management's Valero Energy position peaked at $3.43M in Q3 2025.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.