CFO
VVV icon

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
Q2 		$409K Buy
10,352
+575
+6% +$20K 0.01% 883
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 $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Callan Family Office's VVV Position: Q2 2026 in Review

Callan Family Office increased its Valvoline (VVV) stake by 5.9% in Q2 2026, buying an estimated $20K and bringing the position to 10,352 shares worth $409K. The position accounts for 0.01% of the portfolio, ranked #883.

Callan Family Office first reported a position in VVV in Q4 2024 and has held it in 7 quarters since. 453 funds tracked by Wall St. Rank hold VVV as of Q2 2026.

  • Callan Family Office held 10,352 shares of Valvoline worth $409K as of Q2 2026.
  • Callan Family Office bought 575 Valvoline shares in Q2 2026, an estimated $20K.
  • Valvoline made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #883 holding.
  • Callan Family Office first reported a position in Valvoline in Q4 2024 and has held it in 7 quarters since.
  • 453 funds tracked by Wall St. Rank held Valvoline as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.