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LGT Financial Advisors’s Valvoline VVV Stock Holding History

LGT 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
2025
Q1 		– Sell
-655
Closed -$23.7K – 720
2024
Q4 		$23.7K Hold
655
– – 0.05% 277
2024
Q3 		$27.4K Hold
655
– – 0.07% 214
2024
Q2 		$28.3K Hold
655
– – 0.06% 233
2024
Q1 		$29.2K Hold
655
– – 0.03% 295
2023
Q4 		$24.6K Hold
655
– – 0.03% 304
2023
Q3 		$21.1K Buy
+655
New +$23K 0.03% 328

Other funds holding VVV

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

LGT Financial Advisors's VVV Position: Q1 2025 in Review

LGT Financial Advisors sold out of Valvoline (VVV) in Q1 2025, closing a stake of 655 shares — an estimated $23.7K sold.

LGT Financial Advisors first reported a position in VVV in Q3 2023 and held it in 6 quarters. The position peaked at $29.2K in Q1 2024. 417 funds tracked by Wall St. Rank hold VVV as of Q1 2025.

  • LGT Financial Advisors reported no remaining Valvoline position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 655 Valvoline shares in Q1 2025, an estimated $23.7K.
  • LGT Financial Advisors first reported a position in Valvoline in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Valvoline position peaked at $29.2K in Q1 2024.
  • 417 funds tracked by Wall St. Rank held Valvoline as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.