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Kiker Wealth Management’s Valero Energy VLO Stock Holding History

Kiker 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
2025
Q3 		– Sell
-334
Closed -$44.9K – 632
2025
Q2 		$44.9K Buy
334
+275
+466% +$34.3K 0.03% 206
2025
Q1 		$7.79K Buy
+59
New +$7.83K 0.01% 401

Other funds holding VLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Kiker Wealth Management's VLO Position: Q3 2025 in Review

Kiker Wealth Management sold out of Valero Energy (VLO) in Q3 2025, closing a stake of 334 shares — an estimated $44.9K sold.

Kiker Wealth Management first reported a position in VLO in Q1 2025 and held it in 2 quarters. The position peaked at $44.9K in Q2 2025. 1,557 funds tracked by Wall St. Rank hold VLO as of Q3 2025.

  • Kiker Wealth Management reported no remaining Valero Energy position as of Q3 2025 after selling out during the quarter.
  • Kiker Wealth Management sold 334 Valero Energy shares in Q3 2025, an estimated $44.9K.
  • Kiker Wealth Management first reported a position in Valero Energy in Q1 2025 and held it in 2 quarters.
  • Kiker Wealth Management's Valero Energy position peaked at $44.9K in Q2 2025.
  • 1,557 funds tracked by Wall St. Rank held Valero Energy as of Q3 2025.

Based on Kiker Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.