Castleview Partners
VVV icon

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
Q3 		– Sell
-6,004
Closed -$237K – 237
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

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Diversified Management
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Castleview Partners's VVV Position: Q3 2026 in Review

Castleview Partners sold out of Valvoline (VVV) in Q3 2026, closing a stake of 6,004 shares — an estimated $237K sold.

Castleview Partners first reported a position in VVV in Q1 2026 and held it in 2 quarters. The position peaked at $237K in Q2 2026. 69 funds tracked by Wall St. Rank hold VVV as of Q3 2026.

  • Castleview Partners reported no remaining Valvoline position as of Q3 2026 after selling out during the quarter.
  • Castleview Partners sold 6,004 Valvoline shares in Q3 2026, an estimated $237K.
  • Castleview Partners first reported a position in Valvoline in Q1 2026 and held it in 2 quarters.
  • Castleview Partners's Valvoline position peaked at $237K in Q2 2026.
  • 69 funds tracked by Wall St. Rank held Valvoline as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.