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Alliance Wealth Advisors (Utah)’s Valvoline VVV Stock Holding History

Alliance Wealth Advisors (Utah)’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
2025
Q1 		– Sell
-7,457
Closed -$270K – 276
2024
Q4 		$270K Sell
7,457
-505
-6% -$20.2K 0.07% 228
2024
Q3 		$333K Buy
7,962
+959
+14% +$40.7K 0.09% 195
2024
Q2 		$303K Sell
7,003
-210
-3% -$8.82K 0.09% 190
2024
Q1 		$321K Sell
7,213
-164
-2% -$6.54K 0.1% 194
2023
Q4 		$277K Buy
+7,377
New +$247K 0.09% 203

Other funds holding VVV

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s VVV Position: Q1 2025 in Review

Alliance Wealth Advisors (Utah) sold out of Valvoline (VVV) in Q1 2025, closing a stake of 7,457 shares — an estimated $270K sold.

Alliance Wealth Advisors (Utah) first reported a position in VVV in Q4 2023 and held it in 5 quarters. The position peaked at $333K in Q3 2024. 417 funds tracked by Wall St. Rank hold VVV as of Q1 2025.

  • Alliance Wealth Advisors (Utah) reported no remaining Valvoline position as of Q1 2025 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 7,457 Valvoline shares in Q1 2025, an estimated $270K.
  • Alliance Wealth Advisors (Utah) first reported a position in Valvoline in Q4 2023 and held it in 5 quarters.
  • Alliance Wealth Advisors (Utah)'s Valvoline position peaked at $333K in Q3 2024.
  • 417 funds tracked by Wall St. Rank held Valvoline as of Q1 2025.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q1 2025, filed 13 May 2025.