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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
2026
Q2 		$449K Buy
+1,724
New +$424K 0.16% 159
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Custom Index Systems's VLO Position: Q2 2026 in Review

Custom Index Systems opened a new position in Valero Energy (VLO) in Q2 2026: 1,724 shares worth $449K. The stake represents 0.16% of the portfolio and ranks #159 among its holdings. This is a return to the name: Custom Index Systems previously reported a position in VLO as recently as Q4 2024.

Custom Index Systems first reported a position in VLO in Q1 2024 and has held it in 5 quarters since. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Custom Index Systems held 1,724 shares of Valero Energy worth $449K as of Q2 2026.
  • Valero Energy was a new Custom Index Systems position in Q2 2026.
  • Valero Energy made up 0.16% of Custom Index Systems's portfolio in Q2 2026, its #159 holding.
  • Custom Index Systems first reported a position in Valero Energy in Q1 2024 and has held it in 5 quarters since.
  • 1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.