Cornerstone Planning Group
VVV icon

Cornerstone Planning Group’s Valvoline VVV Stock Holding History

Cornerstone Planning 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
Q3 		– Sell
-17
Closed -$664 – 1685
2026
Q2 		$664 Hold
17
– – ﹤0.01% 1610
2026
Q1 		$552 Hold
17
– – ﹤0.01% 1619
2025
Q4 		$558 Buy
+17
New +$546 ﹤0.01% 1491
2025
Q2 		– Sell
-4
Closed -$137 – 1698
2025
Q1 		$137 Sell
4
-13
-76% -$474 ﹤0.01% 1487
2024
Q4 		$639 Buy
+17
New +$680 ﹤0.01% 1067

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
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
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Sendero Wealth Management
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
William Allan Corp
William Allan Corp Fort Collins, Colorado $199M AUM 32.87% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Cornerstone Planning Group's VVV Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Valvoline (VVV) in Q3 2026, closing a stake of 17 shares — an estimated $664 sold.

Cornerstone Planning Group first reported a position in VVV in Q4 2024 and held it in 5 quarters. The position peaked at $664 in Q2 2026. 63 funds tracked by Wall St. Rank hold VVV as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Valvoline position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 17 Valvoline shares in Q3 2026, an estimated $664.
  • Cornerstone Planning Group first reported a position in Valvoline in Q4 2024 and held it in 5 quarters.
  • Cornerstone Planning Group's Valvoline position peaked at $664 in Q2 2026.
  • 63 funds tracked by Wall St. Rank held Valvoline as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.