JWA
VVV icon

JFS Wealth Advisors’s Valvoline VVV Stock Holding History

JFS Wealth Advisors’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 		$2.53K Hold
64
– – ﹤0.01% 1533
2026
Q1 		$2.16K Sell
64
-30
-32% -$1.04K ﹤0.01% 1480
2025
Q4 		$2.73K Buy
94
+27
+40% +$867 ﹤0.01% 1449
2025
Q3 		$2.41K Hold
67
– – ﹤0.01% 1395
2025
Q2 		$2.54K Sell
67
-18
-21% -$629 ﹤0.01% 1332
2025
Q1 		$2.96K Sell
85
-1
-1% -$36 ﹤0.01% 1322
2024
Q4 		$3.11K Hold
86
– – ﹤0.01% 1308
2024
Q3 		$3.6K Buy
86
+2
+2% +$85 ﹤0.01% 1239
2024
Q2 		$3.63K Hold
84
– – ﹤0.01% 1193
2024
Q1 		$3.74K Hold
84
– – ﹤0.01% 1205
2023
Q4 		$3.16K Sell
84
-20
-19% -$670 ﹤0.01% 1236
2023
Q3 		$3.35K Buy
104
+9
+9% +$316 ﹤0.01% 1160
2023
Q2 		$3.56K Hold
95
– – ﹤0.01% 1161
2023
Q1 		$3.32K Sell
95
-2
-2% -$70 ﹤0.01% 1155
2022
Q4 		$3.17K Buy
97
+32
+49% +$968 ﹤0.01% 1185
2022
Q3 		$2K Sell
65
-69
-51% -$2.02K ﹤0.01% 1420
2022
Q2 		$4K Buy
134
+67
+100% +$2.06K ﹤0.01% 1125
2022
Q1 		$2K Buy
67
+35
+109% +$1.14K ﹤0.01% 1518
2021
Q4 		$1K Buy
+32
New +$1.12K ﹤0.01% 1606

Other funds holding VVV

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 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

JFS Wealth Advisors's VVV Position: Q2 2026 in Review

JFS Wealth Advisors held its Valvoline (VVV) position steady in Q2 2026 at 64 shares worth $2.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1533.

JFS Wealth Advisors first reported a position in VVV in Q4 2021 and has held it in 19 quarters since. The position peaked at $4K in Q2 2022. 47 funds tracked by Wall St. Rank hold VVV as of Q2 2026.

  • JFS Wealth Advisors held 64 shares of Valvoline worth $2.53K as of Q2 2026.
  • JFS Wealth Advisors left its Valvoline share count unchanged in Q2 2026.
  • Valvoline made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1533 holding.
  • JFS Wealth Advisors first reported a position in Valvoline in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Valvoline position peaked at $4K in Q2 2022.
  • 47 funds tracked by Wall St. Rank held Valvoline as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.