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Advisory Research’s Valvoline VVV Stock Holding History

Advisory Research’s Portfolio VVV Stock Details VVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.15M Buy
93,557
+22,405
+31% +$775K 0.39% 53
2025
Q4 		$2.07M Sell
71,152
-4,147
-6% -$133K 0.26% 72
2025
Q3 		$2.7M Hold
75,299
– – 0.36% 62
2025
Q2 		$2.85M Sell
75,299
-3,985
-5% -$139K 0.44% 51
2025
Q1 		$2.76M Buy
79,284
+38,239
+93% +$1.4M 0.49% 48
2024
Q4 		$1.49M Buy
41,045
+295
+0.7% +$11.8K 0.25% 85
2024
Q3 		$1.71M Sell
40,750
-2,250
-5% -$95.6K 0.3% 76
2024
Q2 		$1.86M Buy
43,000
+301
+0.7% +$12.6K 0.35% 68
2024
Q1 		$1.9M Sell
42,699
-99,750
-70% -$3.98M 0.38% 63
2023
Q4 		$5.35M Sell
142,449
-113,520
-44% -$3.8M 0.83% 27
2023
Q3 		$8.25M Buy
255,969
+26,960
+12% +$948K 1.15% 14
2023
Q2 		$8.59M Buy
229,009
+22,400
+11% +$813K 1.1% 18
2023
Q1 		$7.22M Sell
206,609
-4,946
-2% -$172K 1.19% 20
2022
Q4 		$6.91M Sell
211,555
-9,536
-4% -$288K 0.65% 35
2022
Q3 		$5.6M Sell
221,091
-42,195
-16% -$1.24M 0.55% 38
2022
Q2 		$7.59M Sell
263,286
-373,297
-59% -$11.5M 0.74% 32
2022
Q1 		$20.1M Buy
636,583
+43,654
+7% +$1.43M 1.61% 15
2021
Q4 		$22.1M Sell
592,929
-327,272
-36% -$11.4M 1.74% 11
2021
Q3 		$28.7M Sell
920,201
-59,958
-6% -$1.86M 1.84% 4
2021
Q2 		$31.8M Sell
980,159
-38,429
-4% -$1.19M 2.1% 4
2021
Q1 		$26.6M Sell
1,018,588
-24,531
-2% -$612K 1.87% 5
2020
Q4 		$24.1M Sell
1,043,119
-88,810
-8% -$1.92M 1.77% 7
2020
Q3 		$21.6M Sell
1,131,929
-467,267
-29% -$9.65M 2.1% 2
2020
Q2 		$30.9M Sell
1,599,196
-156,518
-9% -$2.66M 2.75% 1
2020
Q1 		$23M Buy
1,755,714
+1,727,897
+6,212% +$33.1M 1.59% 22
2019
Q4 		$596K Buy
+27,817
New +$614K 0.03% 226
2019
Q3 		– Sell
-464,873
Closed -$9.08M – 366
2019
Q2 		$9.08M Sell
464,873
-839,445
-64% -$15.5M 0.18% 109
2019
Q1 		$24.2M Sell
1,304,318
-359,479
-22% -$7.12M 0.47% 56
2018
Q4 		$32.2M Sell
1,663,797
-63,948
-4% -$1.28M 0.68% 33
2018
Q3 		$37.2M Buy
1,727,745
+37,086
+2% +$806K 0.61% 43
2018
Q2 		$36.5M Buy
1,690,659
+982,870
+139% +$20.8M 0.58% 41
2018
Q1 		$15.7M Buy
707,789
+559,715
+378% +$13.3M 0.28% 97
2017
Q4 		$3.71M Sell
148,074
-29,051
-16% -$702K 0.06% 168
2017
Q3 		$4.15M Buy
177,125
+3,029
+2% +$68K 0.07% 158
2017
Q2 		$4.13M Buy
+174,096
New +$4.03M 0.07% 165
2016
Q4 		– Sell
-55,490
Closed -$1.3M – 376
2016
Q3 		$1.3M Buy
+55,490
New +$1.31M 0.02% 163

Other funds holding VVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Advisory Research's VVV Position: Q1 2026 in Review

Advisory Research increased its Valvoline (VVV) stake by 31% in Q1 2026, buying an estimated $775K and bringing the position to 93,557 shares worth $3.15M. The position accounts for 0.39% of the portfolio, ranked #53.

Advisory Research first reported a position in VVV in Q3 2016 and has held it in 36 quarters since. The position peaked at $37.2M in Q3 2018. 413 funds tracked by Wall St. Rank hold VVV as of Q1 2026.

  • Advisory Research held 93,557 shares of Valvoline worth $3.15M as of Q1 2026.
  • Advisory Research bought 22,405 Valvoline shares in Q1 2026, an estimated $775K.
  • Valvoline made up 0.39% of Advisory Research's portfolio in Q1 2026, its #53 holding.
  • Advisory Research first reported a position in Valvoline in Q3 2016 and has held it in 36 quarters since.
  • Advisory Research's Valvoline position peaked at $37.2M in Q3 2018.
  • 413 funds tracked by Wall St. Rank held Valvoline as of Q1 2026.

Based on Advisory Research's 13F filing for Q1 2026, filed 14 May 2026.