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Principia Wealth Advisory’s Valvoline VVV Stock Holding History

Principia Wealth Advisory’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
Q2 		– Sell
-7
Closed -$233 – 1016
2025
Q1 		$233 Hold
7
– – ﹤0.01% 762
2024
Q4 		$253 Buy
+7
New +$280 ﹤0.01% 695

Other funds holding VVV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
ACM
Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principia Wealth Advisory's VVV Position: Q2 2025 in Review

Principia Wealth Advisory sold out of Valvoline (VVV) in Q2 2025, closing a stake of 7 shares — an estimated $233 sold.

Principia Wealth Advisory first reported a position in VVV in Q4 2024 and held it in 2 quarters. The position peaked at $253 in Q4 2024. 410 funds tracked by Wall St. Rank hold VVV as of Q2 2025.

  • Principia Wealth Advisory reported no remaining Valvoline position as of Q2 2025 after selling out during the quarter.
  • Principia Wealth Advisory sold 7 Valvoline shares in Q2 2025, an estimated $233.
  • Principia Wealth Advisory first reported a position in Valvoline in Q4 2024 and held it in 2 quarters.
  • Principia Wealth Advisory's Valvoline position peaked at $253 in Q4 2024.
  • 410 funds tracked by Wall St. Rank held Valvoline as of Q2 2025.

Based on Principia Wealth Advisory's 13F filing for Q2 2025, filed 14 Aug 2025.