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Lokken Investment Group’s Valero Energy VLO Stock Holding History

Lokken Investment Group’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 		$203K Buy
+1,192
New +$178K 0.07% 146

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Lokken Investment Group's VLO Position: Q3 2025 in Review

Lokken Investment Group opened a new position in Valero Energy (VLO) in Q3 2025: 1,192 shares worth $203K. The stake represents 0.07% of the portfolio and ranks #146 among its holdings.

1,554 funds tracked by Wall St. Rank hold VLO as of Q3 2025.

  • Lokken Investment Group held 1,192 shares of Valero Energy worth $203K as of Q3 2025.
  • Valero Energy was a new Lokken Investment Group position in Q3 2025.
  • Valero Energy made up 0.07% of Lokken Investment Group's portfolio in Q3 2025, its #146 holding.
  • 1,554 funds tracked by Wall St. Rank held Valero Energy as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.