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JNBA Financial Advisors’s Valvoline VVV Stock Holding History

JNBA Financial 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 		– Sell
-106
Closed -$3.57K – 900
2026
Q1 		$3.57K Buy
+106
New +$3.67K ﹤0.01% 657
2025
Q1 		– Sell
-28
Closed -$1.01K – 687
2024
Q4 		$1.01K Hold
28
– – ﹤0.01% 619
2024
Q3 		$1.17K Hold
28
– – ﹤0.01% 622
2024
Q2 		$1.21K Hold
28
– – ﹤0.01% 600
2024
Q1 		$1.25K Hold
28
– – ﹤0.01% 623
2023
Q4 		$1.05K Hold
28
– – ﹤0.01% 648
2023
Q3 		$903 Hold
28
– – ﹤0.01% 683
2023
Q2 		$1.05K Hold
28
– – ﹤0.01% 654
2023
Q1 		$979 Buy
+28
New +$974 ﹤0.01% 665

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

JNBA Financial Advisors's VVV Position: Q2 2026 in Review

JNBA Financial Advisors sold out of Valvoline (VVV) in Q2 2026, closing a stake of 106 shares — an estimated $3.57K sold.

JNBA Financial Advisors first reported a position in VVV in Q1 2023 and held it in 9 quarters. The position peaked at $3.57K in Q1 2026. 451 funds tracked by Wall St. Rank hold VVV as of Q2 2026.

  • JNBA Financial Advisors reported no remaining Valvoline position as of Q2 2026 after selling out during the quarter.
  • JNBA Financial Advisors sold 106 Valvoline shares in Q2 2026, an estimated $3.57K.
  • JNBA Financial Advisors first reported a position in Valvoline in Q1 2023 and held it in 9 quarters.
  • JNBA Financial Advisors's Valvoline position peaked at $3.57K in Q1 2026.
  • 451 funds tracked by Wall St. Rank held Valvoline as of Q2 2026.

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