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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
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 +$6.51K ﹤0.01% 1550

Other funds holding VVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Pinnacle Wealth Planning Services's VVV Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Valvoline (VVV) stake by 4.2% in Q2 2026, selling an estimated $452 and leaving 295 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2007.

Pinnacle Wealth Planning Services first reported a position in VVV in Q4 2020 and has held it in 4 quarters since. 452 funds tracked by Wall St. Rank hold VVV as of Q2 2026.

  • Pinnacle Wealth Planning Services held 295 shares of Valvoline worth $11.7K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 13 Valvoline shares in Q2 2026, an estimated $452.
  • Valvoline made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2007 holding.
  • Pinnacle Wealth Planning Services first reported a position in Valvoline in Q4 2020 and has held it in 4 quarters since.
  • 452 funds tracked by Wall St. Rank held Valvoline as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.