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Pinnacle Wealth Planning Services’s Valvoline VVV Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$10.4K Buy
308
+105
+52% +$3.63K ﹤0.01% 1979
2025
Q4 		$5.9K Buy
+203
New +$6.52K ﹤0.01% 2228
2021
Q1 		– Sell
-301
Closed -$7K – 1917
2020
Q4 		$7K Buy
+301
New +$6.51K ﹤0.01% 1550

Other funds holding VVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $95.5B AUM 28.4% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Pinnacle Wealth Planning Services's VVV Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Valvoline (VVV) stake by 52% in Q1 2026, buying an estimated $3.63K and bringing the position to 308 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1979.

Pinnacle Wealth Planning Services first reported a position in VVV in Q4 2020 and has held it in 3 quarters since. 413 funds tracked by Wall St. Rank hold VVV as of Q1 2026.

  • Pinnacle Wealth Planning Services held 308 shares of Valvoline worth $10.4K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 105 Valvoline shares in Q1 2026, an estimated $3.63K.
  • Valvoline made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1979 holding.
  • Pinnacle Wealth Planning Services first reported a position in Valvoline in Q4 2020 and has held it in 3 quarters since.
  • 413 funds tracked by Wall St. Rank held Valvoline as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.