CFG
VVV icon

Capital Financial Group’s Valvoline VVV Stock Holding History

Capital Financial Group’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 		$364K Buy
9,197
+3,031
+49% +$105K 0.19% 88
2026
Q1 		$208K Buy
+6,166
New +$213K 0.11% 103

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 $15.3B AUM 25.06% 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 $3.37T AUM 44.26% 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

Capital Financial Group's VVV Position: Q2 2026 in Review

Capital Financial Group increased its Valvoline (VVV) stake by 49% in Q2 2026, buying an estimated $105K and bringing the position to 9,197 shares worth $364K. The position accounts for 0.19% of the portfolio, ranked #88.

Capital Financial Group first reported a position in VVV in Q1 2026 and has held it in 2 quarters since. 449 funds tracked by Wall St. Rank hold VVV as of Q2 2026.

  • Capital Financial Group held 9,197 shares of Valvoline worth $364K as of Q2 2026.
  • Capital Financial Group bought 3,031 Valvoline shares in Q2 2026, an estimated $105K.
  • Valvoline made up 0.19% of Capital Financial Group's portfolio in Q2 2026, its #88 holding.
  • Capital Financial Group first reported a position in Valvoline in Q1 2026 and has held it in 2 quarters since.
  • 449 funds tracked by Wall St. Rank held Valvoline as of Q2 2026.

Based on Capital Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.