CP
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Castleview Partners’s Valvoline VVV Stock Holding History

Castleview Partners’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 		$237K Sell
6,004
-563
-9% -$19.6K 0.1% 191
2026
Q1 		$221K Buy
+6,567
New +$227K 0.11% 180

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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 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

Castleview Partners's VVV Position: Q2 2026 in Review

Castleview Partners reduced its Valvoline (VVV) stake by 8.6% in Q2 2026, selling an estimated $19.6K and leaving 6,004 shares worth $237K. The position accounts for 0.1% of the portfolio, ranked #191.

Castleview Partners first reported a position in VVV in Q1 2026 and has held it in 2 quarters since. 60 funds tracked by Wall St. Rank hold VVV as of Q2 2026.

  • Castleview Partners held 6,004 shares of Valvoline worth $237K as of Q2 2026.
  • Castleview Partners sold 563 Valvoline shares in Q2 2026, an estimated $19.6K.
  • Valvoline made up 0.1% of Castleview Partners's portfolio in Q2 2026, its #191 holding.
  • Castleview Partners first reported a position in Valvoline in Q1 2026 and has held it in 2 quarters since.
  • 60 funds tracked by Wall St. Rank held Valvoline as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.