CI
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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

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

CX Institutional's VVV Position: Q2 2026 in Review

CX Institutional held its Valvoline (VVV) position steady in Q2 2026 at 284 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1281.

CX Institutional first reported a position in VVV in Q2 2022 and has held it in 8 quarters since. The position peaked at $224K in Q3 2022. 451 funds tracked by Wall St. Rank hold VVV as of Q2 2026.

  • CX Institutional held 284 shares of Valvoline worth $11K as of Q2 2026.
  • CX Institutional left its Valvoline share count unchanged in Q2 2026.
  • Valvoline made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1281 holding.
  • CX Institutional first reported a position in Valvoline in Q2 2022 and has held it in 8 quarters since.
  • CX Institutional's Valvoline position peaked at $224K in Q3 2022.
  • 451 funds tracked by Wall St. Rank held Valvoline as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.