Custom Index Systems’s Valero Energy VLO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,228
Closed -$396K 358
2024
Q4
$396K Sell
3,228
-87
-3% -$10.7K 0.21% 145
2024
Q3
$448K Buy
3,315
+1,833
+124% +$248K 0.24% 126
2024
Q2
$232K Sell
1,482
-568
-28% -$89K 0.13% 213
2024
Q1
$350K Buy
+2,050
New +$350K 0.2% 166