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 Q3	$13K	Buy	439 +155	+55%	+$5.31K	﹤0.01%	1317
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

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

SWM

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

WAC

William Allan Corp Fort Collins, Colorado $199M AUM 32.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

FIM

Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return

CX Institutional's VVV Position: Q3 2026 in Review

CX Institutional increased its Valvoline (VVV) stake by 55% in Q3 2026, buying an estimated $5.31K and bringing the position to 439 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1317.

CX Institutional first reported a position in VVV in Q2 2022 and has held it in 9 quarters since. The position peaked at $224K in Q3 2022. 29 funds tracked by Wall St. Rank hold VVV as of Q3 2026.

CX Institutional held 439 shares of Valvoline worth $13K as of Q3 2026.
CX Institutional bought 155 Valvoline shares in Q3 2026, an estimated $5.31K.
Valvoline made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1317 holding.
CX Institutional first reported a position in Valvoline in Q2 2022 and has held it in 9 quarters since.
CX Institutional's Valvoline position peaked at $224K in Q3 2022.
29 funds tracked by Wall St. Rank held Valvoline as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.