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Burney Company’s Valvoline VVV Stock Holding History

Burney Company’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
Q2 		$239K Hold
6,041
– – 0.01% 570
2026
Q1 		$203K Buy
+6,041
New +$209K 0.01% 568
2025
Q4 		– Sell
-6,042
Closed -$217K – 638
2025
Q3 		$217K Hold
6,042
– – 0.01% 555
2025
Q2 		$229K Sell
6,042
-411
-6% -$14.4K 0.01% 541
2025
Q1 		$225K Sell
6,453
-148
-2% -$5.4K 0.01% 543
2024
Q4 		$239K Hold
6,601
– – 0.01% 550
2024
Q3 		$276K Sell
6,601
-126
-2% -$5.35K 0.01% 531
2024
Q2 		$291K Hold
6,727
– – 0.01% 518
2024
Q1 		$300K Hold
6,727
– – 0.01% 524
2023
Q4 		$253K Sell
6,727
-521
-7% -$17.4K 0.01% 524
2023
Q3 		$234K Hold
7,248
– – 0.01% 517
2023
Q2 		$272K Hold
7,248
– – 0.01% 503
2023
Q1 		$253K Hold
7,248
– – 0.01% 509
2022
Q4 		$237K Buy
+7,248
New +$219K 0.01% 505
2022
Q3 		– Sell
-7,248
Closed -$209K – 570
2022
Q2 		$209K Hold
7,248
– – 0.01% 519
2022
Q1 		$229K Hold
7,248
– – 0.01% 544
2021
Q4 		$270K Hold
7,248
– – 0.01% 514
2021
Q3 		$226K Hold
7,248
– – 0.01% 540
2021
Q2 		$235K Buy
+7,248
New +$225K 0.01% 538
2020
Q2 		– Sell
-12,709
Closed -$166K – 500
2020
Q1 		$166K Sell
12,709
-927
-7% -$17.8K 0.01% 411
2019
Q4 		$292K Hold
13,636
– – 0.02% 399
2019
Q3 		$300K Hold
13,636
– – 0.02% 375
2019
Q2 		$266K Hold
13,636
– – 0.02% 398
2019
Q1 		$253K Sell
13,636
-811
-6% -$16.1K 0.02% 403
2018
Q4 		$280K Sell
14,447
-1,061
-7% -$21.2K 0.02% 372
2018
Q3 		$334K Sell
15,508
-186
-1% -$4.04K 0.02% 367
2018
Q2 		$339K Sell
15,694
-1,754
-10% -$37.1K 0.02% 356
2018
Q1 		$386K Sell
17,448
-579
-3% -$13.8K 0.02% 317
2017
Q4 		$452K Sell
18,027
-594
-3% -$14.4K 0.03% 304
2017
Q3 		$439K Sell
18,621
-60
-0.3% -$1.35K 0.03% 290
2017
Q2 		$441K Buy
+18,681
New +$433K 0.03% 288

Other funds holding VVV

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Burney Company's VVV Position: Q2 2026 in Review

Burney Company held its Valvoline (VVV) position steady in Q2 2026 at 6,041 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #570.

Burney Company first reported a position in VVV in Q2 2017 and has held it in 31 quarters since. The position peaked at $452K in Q4 2017. 47 funds tracked by Wall St. Rank hold VVV as of Q2 2026.

  • Burney Company held 6,041 shares of Valvoline worth $239K as of Q2 2026.
  • Burney Company left its Valvoline share count unchanged in Q2 2026.
  • Valvoline made up 0.01% of Burney Company's portfolio in Q2 2026, its #570 holding.
  • Burney Company first reported a position in Valvoline in Q2 2017 and has held it in 31 quarters since.
  • Burney Company's Valvoline position peaked at $452K in Q4 2017.
  • 47 funds tracked by Wall St. Rank held Valvoline as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.