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Clearstead Advisors’s Valvoline VVV Stock Holding History

Clearstead Advisors’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 		$5.81K Buy
147
+112
+320% +$3.89K ﹤0.01% 2149
2026
Q1 		$1.18K Sell
35
-1,886
-98% -$65.2K ﹤0.01% 2010
2025
Q4 		$55.8K Buy
1,921
+1,336
+228% +$42.9K ﹤0.01% 1358
2025
Q3 		$21K Buy
585
+475
+432% +$18.1K ﹤0.01% 1625
2025
Q2 		$4.17K Sell
110
-151
-58% -$5.28K ﹤0.01% 2166
2025
Q1 		$9.09K Hold
261
– – ﹤0.01% 1624
2024
Q4 		$9.44K Hold
261
– – ﹤0.01% 1586
2024
Q3 		$10.9K Buy
+261
New +$11.1K ﹤0.01% 1565

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

Clearstead Advisors's VVV Position: Q2 2026 in Review

Clearstead Advisors increased its Valvoline (VVV) stake by 320% in Q2 2026, buying an estimated $3.89K and bringing the position to 147 shares worth $5.81K. The position accounts for ﹤0.01% of the portfolio, ranked #2149.

Clearstead Advisors first reported a position in VVV in Q3 2024 and has held it in 8 quarters since. The position peaked at $55.8K in Q4 2025. 451 funds tracked by Wall St. Rank hold VVV as of Q2 2026.

  • Clearstead Advisors held 147 shares of Valvoline worth $5.81K as of Q2 2026.
  • Clearstead Advisors bought 112 Valvoline shares in Q2 2026, an estimated $3.89K.
  • Valvoline made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2149 holding.
  • Clearstead Advisors first reported a position in Valvoline in Q3 2024 and has held it in 8 quarters since.
  • Clearstead Advisors's Valvoline position peaked at $55.8K in Q4 2025.
  • 451 funds tracked by Wall St. Rank held Valvoline as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.