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
Q2 		$1.17M Buy
29,553
+1,499
+5% +$52.1K ﹤0.01% 2514
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 $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

Creative Planning's VVV Position: Q2 2026 in Review

Creative Planning increased its Valvoline (VVV) stake by 5.3% in Q2 2026, buying an estimated $52.1K and bringing the position to 29,553 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #2514.

Creative Planning first reported a position in VVV in Q2 2017 and has held it in 14 quarters since. 452 funds tracked by Wall St. Rank hold VVV as of Q2 2026.

  • Creative Planning held 29,553 shares of Valvoline worth $1.17M as of Q2 2026.
  • Creative Planning bought 1,499 Valvoline shares in Q2 2026, an estimated $52.1K.
  • Valvoline made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2514 holding.
  • Creative Planning first reported a position in Valvoline in Q2 2017 and has held it in 14 quarters since.
  • 452 funds tracked by Wall St. Rank held Valvoline as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.