Quadrant Private Wealth Management, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1727454 Center Valley, PA

Position in VLO

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$869,721

-$2,310,544 QoQ

Shares Held

3,520

-82.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Mar 31, 2026

Quadrant Private Wealth Management, LLC holds $4,523,897 across 3 Oil & Gas Refining & Marketing names. VLO ranks #2 (19.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAPL	CrossAmerica Partners LP	162,544	$3,377,664
2	VLO	Valero Energy Corp/Tx This page	3,520	$869,721
3	SUN	Sunoco LP	4,256	$276,512

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$869,721	3,520	-82.0%	Shares	Sole	2026-05-06
2025-12-31	$3,180,265	19,536	-2.9%	Shares	Sole	2026-01-26
2025-09-30	$3,427,163	20,129	+5.6%	Shares	Sole	2025-10-30
2025-06-30	$2,562,851	19,066	+1.4%	Shares	Sole	2025-08-06
2025-03-31	$2,482,783	18,799	+0.7%	Shares	Sole	2025-05-06
2024-12-31	$2,288,264	18,666	+1.1%	Shares	Sole	2025-01-30
2024-09-30	$2,493,058	18,463	+27.4%	Shares	Sole	2024-11-12
2024-06-30	$2,271,138	14,488	-0.1%	Shares	Sole	2024-08-13
2024-03-31	$2,476,029	14,506	+102.9%	Shares	Sole	2024-05-15
2023-12-31	$929,370	7,149	+17.6%	Shares	Sole	2024-02-14
2023-09-30	$861,171	6,077	-11.8%	Shares	Sole	2023-11-13
2023-06-30	$808,431	6,892	+14.0%	Shares	Sole	2023-08-11
2023-03-31	$844,161	6,047	0.0%	Shares	Sole	2023-05-15
2022-12-31	$767,122	6,047	+7.9%	Shares	Sole	2023-02-14
2022-06-30	$595,486	5,603	-2.6%	Shares	Sole	2022-08-15
2022-03-31	$583,855	5,750	+12.3%	Shares	Sole	2022-05-12
2021-12-31	$384,563	5,120	-10.5%	Shares	Sole	2022-02-08
2021-09-30	$403,660	5,720	-9.5%	Shares	Sole	2021-11-12
2021-06-30	$493,465	6,320	0.0%	Shares	Sole	2021-08-16
2021-03-31	$452,512	6,320	-4.5%	Shares	Sole	2021-05-17
2020-12-31	$374,493	6,620	-18.0%	Shares	Sole	2021-02-12
2020-09-30	$349,592	8,070	-4.2%	Shares	Sole	2020-11-12
2020-06-30	$495,264	8,420	+48.5%	Shares	Sole	2020-08-04
2020-03-31	$257,191	5,670	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.