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Opal Wealth Advisors’s Valvoline VVV Stock Holding History

Opal 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
2025
Q3 		– Sell
-1,039
Closed -$39.3K – 547
2025
Q2 		$39.3K Buy
1,039
+22
+2% +$769 0.01% 417
2025
Q1 		$35.4K Buy
+1,017
New +$37.1K 0.01% 407
2024
Q3 		– Sell
-1,226
Closed -$53K – 1156
2024
Q2 		$53K Sell
1,226
-1,574
-56% -$66.1K 0.02% 350
2024
Q1 		$125K Buy
+2,800
New +$112K 0.04% 186
2022
Q2 		– Sell
-6,560
Closed -$207K – 127
2022
Q1 		$207K Buy
+6,560
New +$214K 0.18% 97

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 $15.3B AUM 25.06% 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 $3.37T AUM 44.26% 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

Opal Wealth Advisors's VVV Position: Q3 2025 in Review

Opal Wealth Advisors sold out of Valvoline (VVV) in Q3 2025, closing a stake of 1,039 shares — an estimated $39.3K sold.

Opal Wealth Advisors first reported a position in VVV in Q1 2022 and held it in 5 quarters. The position peaked at $207K in Q1 2022. 413 funds tracked by Wall St. Rank hold VVV as of Q3 2025.

  • Opal Wealth Advisors reported no remaining Valvoline position as of Q3 2025 after selling out during the quarter.
  • Opal Wealth Advisors sold 1,039 Valvoline shares in Q3 2025, an estimated $39.3K.
  • Opal Wealth Advisors first reported a position in Valvoline in Q1 2022 and held it in 5 quarters.
  • Opal Wealth Advisors's Valvoline position peaked at $207K in Q1 2022.
  • 413 funds tracked by Wall St. Rank held Valvoline as of Q3 2025.

Based on Opal Wealth Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.