Caldwell Sutter Capital’s Valvoline VVV Stock Holding History

Caldwell Sutter Capital’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	$2.93K	Hold	74	–	–	﹤0.01%	758
2026 Q1	$2.49K	Hold	74	–	–	﹤0.01%	730
2025 Q4	$2.15K	Hold	74	–	–	﹤0.01%	737
2025 Q3	$2.66K	Hold	74	–	–	﹤0.01%	707
2025 Q2	$2.8K	Hold	74	–	–	﹤0.01%	680
2025 Q1	$2.58K	Hold	74	–	–	﹤0.01%	704
2024 Q4	$2.68K	Hold	74	–	–	﹤0.01%	710
2024 Q3	$3.1K	Hold	74	–	–	﹤0.01%	703
2024 Q2	$3.2K	Hold	74	–	–	﹤0.01%	697
2024 Q1	$3.3K	Hold	74	–	–	﹤0.01%	684
2023 Q4	$2.78K	Hold	74	–	–	﹤0.01%	715
2023 Q3	$2.39K	Hold	74	–	–	﹤0.01%	704
2023 Q2	$2.78K	Hold	74	–	–	﹤0.01%	689
2023 Q1	$2.59K	Hold	74	–	–	﹤0.01%	474
2022 Q4	$2.42K	Buy	+74	New	+$2.24K	﹤0.01%	297

Other funds holding VVV

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

FMI

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Caldwell Sutter Capital's VVV Position: Q2 2026 in Review

Caldwell Sutter Capital held its Valvoline (VVV) position steady in Q2 2026 at 74 shares worth $2.93K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Caldwell Sutter Capital first reported a position in VVV in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.3K in Q1 2024. 453 funds tracked by Wall St. Rank hold VVV as of Q2 2026.

Caldwell Sutter Capital held 74 shares of Valvoline worth $2.93K as of Q2 2026.
Caldwell Sutter Capital left its Valvoline share count unchanged in Q2 2026.
Valvoline made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #758 holding.
Caldwell Sutter Capital first reported a position in Valvoline in Q4 2022 and has held it in 15 quarters since.
Caldwell Sutter Capital's Valvoline position peaked at $3.3K in Q1 2024.
453 funds tracked by Wall St. Rank held Valvoline as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.