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Mount Yale Investment Advisors’s Valvoline VVV Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-1,130
Closed -$42.8K – 1588
2025
Q2 		$42.8K Buy
+1,130
New +$39.5K ﹤0.01% 858
2025
Q1 		– Sell
-18,012
Closed -$652K – 590
2024
Q4 		$652K Sell
18,012
-113
-0.6% -$4.52K 0.05% 295
2024
Q3 		$759K Buy
18,125
+2,221
+14% +$94.4K 0.07% 252
2024
Q2 		$687K Sell
15,904
-512
-3% -$21.5K 0.05% 278
2024
Q1 		$732K Sell
16,416
-258
-2% -$10.3K 0.06% 289
2023
Q4 		$627K Buy
+16,674
New +$558K 0.06% 280

Other funds holding VVV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ACM
Alua Capital Management New York $103M AUM 11.88% 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

Mount Yale Investment Advisors's VVV Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Valvoline (VVV) in Q3 2025, closing a stake of 1,130 shares — an estimated $42.8K sold.

Mount Yale Investment Advisors first reported a position in VVV in Q4 2023 and held it in 6 quarters. The position peaked at $759K in Q3 2024. 413 funds tracked by Wall St. Rank hold VVV as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Valvoline position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,130 Valvoline shares in Q3 2025, an estimated $42.8K.
  • Mount Yale Investment Advisors first reported a position in Valvoline in Q4 2023 and held it in 6 quarters.
  • Mount Yale Investment Advisors's Valvoline position peaked at $759K in Q3 2024.
  • 413 funds tracked by Wall St. Rank held Valvoline as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.