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 Q3	$8.47K	Sell	281 -14	-5%	-$480	﹤0.01%	2146
2026 Q2	$11.7K	Sell	295 -13	-4%	-$452	﹤0.01%	2007
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	+$6.52K	﹤0.01%	1550

Other funds holding VVV

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Pinnacle Wealth Planning Services's VVV Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Valvoline (VVV) stake by 4.7% in Q3 2026, selling an estimated $480 and leaving 281 shares worth $8.47K. The position accounts for ﹤0.01% of the portfolio, ranked #2146.

Pinnacle Wealth Planning Services first reported a position in VVV in Q4 2020 and has held it in 5 quarters since. The position peaked at $11.7K in Q2 2026. 97 funds tracked by Wall St. Rank hold VVV as of Q3 2026.

Pinnacle Wealth Planning Services held 281 shares of Valvoline worth $8.47K as of Q3 2026.
Pinnacle Wealth Planning Services sold 14 Valvoline shares in Q3 2026, an estimated $480.
Valvoline made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2146 holding.
Pinnacle Wealth Planning Services first reported a position in Valvoline in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Valvoline position peaked at $11.7K in Q2 2026.
97 funds tracked by Wall St. Rank held Valvoline as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.