FC
VVV icon

Financial Consulate’s Valvoline VVV Stock Holding History

Financial Consulate’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 		$198 Sell
5
-10
-67% -$348 ﹤0.01% 1418
2026
Q1 		$506 Buy
+15
New +$519 ﹤0.01% 1260
2025
Q4 		– Sell
-13
Closed -$467 – 1451
2025
Q3 		$467 Buy
+13
New +$496 ﹤0.01% 1034

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

Financial Consulate's VVV Position: Q2 2026 in Review

Financial Consulate reduced its Valvoline (VVV) stake by 67% in Q2 2026, selling an estimated $348 and leaving 5 shares worth $198. The position accounts for ﹤0.01% of the portfolio, ranked #1418.

Financial Consulate first reported a position in VVV in Q3 2025 and has held it in 3 quarters since. The position peaked at $506 in Q1 2026. 452 funds tracked by Wall St. Rank hold VVV as of Q2 2026.

  • Financial Consulate held 5 shares of Valvoline worth $198 as of Q2 2026.
  • Financial Consulate sold 10 Valvoline shares in Q2 2026, an estimated $348.
  • Valvoline made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #1418 holding.
  • Financial Consulate first reported a position in Valvoline in Q3 2025 and has held it in 3 quarters since.
  • Financial Consulate's Valvoline position peaked at $506 in Q1 2026.
  • 452 funds tracked by Wall St. Rank held Valvoline as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.