CI
VVV icon

CX Institutional’s Valvoline VVV Stock Holding History

CX Institutional’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 		$11K Hold
284
– – ﹤0.01% 1281
2026
Q1 		$10K Hold
284
– – ﹤0.01% 1307
2025
Q4 		$8K Sell
284
-137
-33% -$4.4K ﹤0.01% 1228
2025
Q3 		$15K Hold
421
– – ﹤0.01% 1143
2025
Q2 		$16K Buy
421
+274
+186% +$9.58K ﹤0.01% 994
2025
Q1 		$5K Buy
+147
New +$5.37K ﹤0.01% 1076
2022
Q4 		– Sell
-8,828
Closed -$224K – 579
2022
Q3 		$224K Buy
8,828
+3,708
+72% +$109K 0.02% 435
2022
Q2 		$148K Buy
+5,120
New +$157K 0.01% 485

Other funds holding VVV

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return