Creative Planning
VVV icon

Creative Planning’s Valvoline VVV Stock Holding History

Creative Planning’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
Q1 		$945K Buy
28,054
+11,861
+73% +$410K ﹤0.01% 2513
2025
Q4 		$471K Buy
16,193
+2,374
+17% +$76.2K ﹤0.01% 2896
2025
Q3 		$496K Buy
13,819
+5,594
+68% +$214K ﹤0.01% 2731
2025
Q2 		$311K Buy
8,225
+2,353
+40% +$82.3K ﹤0.01% 2868
2025
Q1 		$204K Buy
5,872
+5,447
+1,282% +$199K ﹤0.01% 3051
2024
Q4 		$15.4K Sell
425
-5,467
-93% -$219K ﹤0.01% 3360
2024
Q3 		$247K Sell
5,892
-444
-7% -$18.9K ﹤0.01% 2688
2024
Q2 		$274K Buy
6,336
+627
+11% +$26.3K ﹤0.01% 2434
2024
Q1 		$254K Buy
5,709
+345
+6% +$13.8K ﹤0.01% 2384
2023
Q4 		$202K Buy
+5,364
New +$180K ﹤0.01% 2430
2023
Q3 		– Sell
-7,026
Closed -$264K – 3045
2023
Q2 		$264K Buy
+7,026
New +$255K ﹤0.01% 2007
2023
Q1 		– Sell
-75
Closed -$2.45K – 2790
2022
Q4 		$2.45K Buy
+75
New +$2.27K ﹤0.01% 2422
2017
Q3 		– Sell
-3,903
Closed -$93K – 3688
2017
Q2 		$93K Buy
+3,903
New +$90.4K ﹤0.01% 2043

Other funds holding VVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Creative Planning's VVV Position: Q1 2026 in Review

Creative Planning increased its Valvoline (VVV) stake by 73% in Q1 2026, buying an estimated $410K and bringing the position to 28,054 shares worth $945K. The position accounts for ﹤0.01% of the portfolio, ranked #2513.

Creative Planning first reported a position in VVV in Q2 2017 and has held it in 13 quarters since. 413 funds tracked by Wall St. Rank hold VVV as of Q1 2026.

  • Creative Planning held 28,054 shares of Valvoline worth $945K as of Q1 2026.
  • Creative Planning bought 11,861 Valvoline shares in Q1 2026, an estimated $410K.
  • Valvoline made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2513 holding.
  • Creative Planning first reported a position in Valvoline in Q2 2017 and has held it in 13 quarters since.
  • 413 funds tracked by Wall St. Rank held Valvoline as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.