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Park Square Financial Group’s Valvoline VVV Stock Holding History

Park Square Financial Group’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
-353
Closed -$13.4K – 949
2025
Q2 		$13.4K Sell
353
-5
-1% -$175 0.01% 540
2025
Q1 		$12.5K Sell
358
-20
-5% -$730 0.01% 547
2024
Q4 		$13.7K Buy
+378
New +$15.1K 0.01% 520

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

Park Square Financial Group's VVV Position: Q3 2025 in Review

Park Square Financial Group sold out of Valvoline (VVV) in Q3 2025, closing a stake of 353 shares — an estimated $13.4K sold.

Park Square Financial Group first reported a position in VVV in Q4 2024 and held it in 3 quarters. The position peaked at $13.7K in Q4 2024. 413 funds tracked by Wall St. Rank hold VVV as of Q3 2025.

  • Park Square Financial Group reported no remaining Valvoline position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 353 Valvoline shares in Q3 2025, an estimated $13.4K.
  • Park Square Financial Group first reported a position in Valvoline in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Valvoline position peaked at $13.7K in Q4 2024.
  • 413 funds tracked by Wall St. Rank held Valvoline as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.