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Callan Family Office’s Valvoline VVV Stock Holding History

Callan Family Office’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
Q1 		$329K Buy
9,777
+116
+1% +$4.01K 0.01% 901
2025
Q4 		$281K Buy
9,661
+1,723
+22% +$55.3K 0.01% 947
2025
Q3 		$285K Sell
7,938
-1,139
-13% -$43.5K 0.01% 728
2025
Q2 		$344K Buy
9,077
+2,795
+44% +$97.7K 0.01% 724
2025
Q1 		$219K Buy
6,282
+143
+2% +$5.22K 0.02% 507
2024
Q4 		$222K Buy
+6,139
New +$246K 0.01% 580

Other funds holding VVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $95.5B AUM 28.4% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Callan Family Office's VVV Position: Q1 2026 in Review

Callan Family Office increased its Valvoline (VVV) stake by 1.2% in Q1 2026, buying an estimated $4.01K and bringing the position to 9,777 shares worth $329K. The position accounts for 0.01% of the portfolio, ranked #901.

Callan Family Office first reported a position in VVV in Q4 2024 and has held it in 6 quarters since. The position peaked at $344K in Q2 2025. 413 funds tracked by Wall St. Rank hold VVV as of Q1 2026.

  • Callan Family Office held 9,777 shares of Valvoline worth $329K as of Q1 2026.
  • Callan Family Office bought 116 Valvoline shares in Q1 2026, an estimated $4.01K.
  • Valvoline made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #901 holding.
  • Callan Family Office first reported a position in Valvoline in Q4 2024 and has held it in 6 quarters since.
  • Callan Family Office's Valvoline position peaked at $344K in Q2 2025.
  • 413 funds tracked by Wall St. Rank held Valvoline as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.