BWL
VVV icon

Bogart Wealth LLC’s Valvoline VVV Stock Holding History

Bogart Wealth LLC’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
-28
Closed -$1K – 1684
2025
Q3 		$1K Hold
28
– – ﹤0.01% 1284
2025
Q2 		$1.06K Hold
28
– – ﹤0.01% 1219
2025
Q1 		$975 Sell
28
-42
-60% -$1.53K ﹤0.01% 1183
2024
Q4 		$2.53K Buy
+70
New +$2.8K ﹤0.01% 1052

Other funds holding VVV

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Alua Capital Management New York $103M AUM 11.88% 1-Year Est. Return

Bogart Wealth LLC's VVV Position: Q4 2025 in Review

Bogart Wealth LLC sold out of Valvoline (VVV) in Q4 2025, closing a stake of 28 shares — an estimated $1K sold.

Bogart Wealth LLC first reported a position in VVV in Q4 2024 and held it in 4 quarters. The position peaked at $2.53K in Q4 2024. 373 funds tracked by Wall St. Rank hold VVV as of Q4 2025.

  • Bogart Wealth LLC reported no remaining Valvoline position as of Q4 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 28 Valvoline shares in Q4 2025, an estimated $1K.
  • Bogart Wealth LLC first reported a position in Valvoline in Q4 2024 and held it in 4 quarters.
  • Bogart Wealth LLC's Valvoline position peaked at $2.53K in Q4 2024.
  • 373 funds tracked by Wall St. Rank held Valvoline as of Q4 2025.

Based on Bogart Wealth LLC's 13F filing for Q4 2025, filed 30 Jan 2026.