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Custom Index Systems’s Valero Energy VLO Stock Holding History

Custom Index Systems’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
2025
Q1 		– Sell
-3,228
Closed -$396K – 358
2024
Q4 		$396K Sell
3,228
-87
-3% -$11.6K 0.21% 145
2024
Q3 		$448K Buy
3,315
+1,833
+124% +$266K 0.24% 126
2024
Q2 		$232K Sell
1,482
-568
-28% -$91.7K 0.13% 213
2024
Q1 		$350K Buy
+2,050
New +$294K 0.2% 166

Other funds holding VLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Custom Index Systems's VLO Position: Q1 2025 in Review

Custom Index Systems sold out of Valero Energy (VLO) in Q1 2025, closing a stake of 3,228 shares — an estimated $396K sold.

Custom Index Systems first reported a position in VLO in Q1 2024 and held it in 4 quarters. The position peaked at $448K in Q3 2024. 1,467 funds tracked by Wall St. Rank hold VLO as of Q1 2025.

  • Custom Index Systems reported no remaining Valero Energy position as of Q1 2025 after selling out during the quarter.
  • Custom Index Systems sold 3,228 Valero Energy shares in Q1 2025, an estimated $396K.
  • Custom Index Systems first reported a position in Valero Energy in Q1 2024 and held it in 4 quarters.
  • Custom Index Systems's Valero Energy position peaked at $448K in Q3 2024.
  • 1,467 funds tracked by Wall St. Rank held Valero Energy as of Q1 2025.

Based on Custom Index Systems's 13F filing for Q1 2025, filed 14 May 2025.