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LRI Investments’s Valvoline VVV Stock Holding History

LRI Investments’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 		$672 Sell
17
-71
-81% -$2.47K ﹤0.01% 1474
2026
Q1 		$2.96K Sell
88
-1
-1% -$35 ﹤0.01% 1206
2025
Q4 		$2.58K Hold
89
– – ﹤0.01% 1169
2025
Q3 		$3.19K Hold
89
– – ﹤0.01% 1132
2025
Q2 		$3.36K Hold
89
– – ﹤0.01% 1096
2025
Q1 		$3.09K Hold
89
– – ﹤0.01% 1035
2024
Q4 		$3.21K Sell
89
-30
-25% -$1.2K ﹤0.01% 1007
2024
Q3 		$5.1K Hold
119
– – ﹤0.01% 933
2024
Q2 		$5.14K Buy
+119
New +$5K ﹤0.01% 886

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

LRI Investments's VVV Position: Q2 2026 in Review

LRI Investments reduced its Valvoline (VVV) stake by 81% in Q2 2026, selling an estimated $2.47K and leaving 17 shares worth $672. The position accounts for ﹤0.01% of the portfolio, ranked #1474.

LRI Investments first reported a position in VVV in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.14K in Q2 2024. 47 funds tracked by Wall St. Rank hold VVV as of Q2 2026.

  • LRI Investments held 17 shares of Valvoline worth $672 as of Q2 2026.
  • LRI Investments sold 71 Valvoline shares in Q2 2026, an estimated $2.47K.
  • Valvoline made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1474 holding.
  • LRI Investments first reported a position in Valvoline in Q2 2024 and has held it in 9 quarters since.
  • LRI Investments's Valvoline position peaked at $5.14K in Q2 2024.
  • 47 funds tracked by Wall St. Rank held Valvoline as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.