Blue Bell Private Wealth Management’s Valvoline VVV Stock Holding History

Blue Bell Private Wealth Management’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 Q4	–	Sell	-49	Closed	-$1.76K	–	760
2025 Q3	$1.76K	Hold	49	–	–	﹤0.01%	651
2025 Q2	$1.86K	Hold	49	–	–	﹤0.01%	637
2025 Q1	$1.71K	Hold	49	–	–	﹤0.01%	635
2024 Q4	$1.77K	Hold	49	–	–	﹤0.01%	597
2024 Q3	$2.05K	Hold	49	–	–	﹤0.01%	608
2024 Q2	$2.12K	Hold	49	–	–	﹤0.01%	621
2024 Q1	$2.18K	Hold	49	–	–	﹤0.01%	628
2023 Q4	$1.84K	Hold	49	–	–	﹤0.01%	629
2023 Q3	$1.58K	Hold	49	–	–	﹤0.01%	590
2023 Q2	$1.84K	Hold	49	–	–	﹤0.01%	587
2023 Q1	$1.71K	Hold	49	–	–	﹤0.01%	566
2022 Q4	$1.6K	Hold	49	–	–	﹤0.01%	589
2022 Q3	$1K	Hold	49	–	–	﹤0.01%	718
2022 Q2	$1K	Hold	49	–	–	﹤0.01%	770
2022 Q1	$2K	Buy	+49	New	+$1.6K	﹤0.01%	720

Other funds holding VVV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ACM

Alua Capital Management New York $103M AUM 11.88% 1-Year Est. Return

Blue Bell Private Wealth Management's VVV Position: Q4 2025 in Review

Blue Bell Private Wealth Management sold out of Valvoline (VVV) in Q4 2025, closing a stake of 49 shares — an estimated $1.76K sold.

Blue Bell Private Wealth Management first reported a position in VVV in Q1 2022 and held it in 15 quarters. The position peaked at $2.18K in Q1 2024. 374 funds tracked by Wall St. Rank hold VVV as of Q4 2025.

Blue Bell Private Wealth Management reported no remaining Valvoline position as of Q4 2025 after selling out during the quarter.
Blue Bell Private Wealth Management sold 49 Valvoline shares in Q4 2025, an estimated $1.76K.
Blue Bell Private Wealth Management first reported a position in Valvoline in Q1 2022 and held it in 15 quarters.
Blue Bell Private Wealth Management's Valvoline position peaked at $2.18K in Q1 2024.
374 funds tracked by Wall St. Rank held Valvoline as of Q4 2025.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.