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Private Wealth Management Group’s Valvoline VVV Stock Holding History

Private Wealth Management 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
2026
Q1 		– Sell
-47
Closed -$1.37K – 1560
2025
Q4 		$1.37K Hold
47
– – ﹤0.01% 1189
2025
Q3 		$1.69K Hold
47
– – ﹤0.01% 1162
2025
Q2 		$1.78K Sell
47
-53
-53% -$1.85K ﹤0.01% 1119
2025
Q1 		$3.48K Sell
100
-28
-22% -$1.02K ﹤0.01% 867
2024
Q4 		$4.63K Hold
128
– – ﹤0.01% 775
2024
Q3 		$5.36K Hold
128
– – ﹤0.01% 706
2024
Q2 		$5.53K Hold
128
– – ﹤0.01% 666
2024
Q1 		$5.71K Hold
128
– – ﹤0.01% 584
2023
Q4 		$4.81K Buy
+128
New +$4.29K ﹤0.01% 643

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

Private Wealth Management Group's VVV Position: Q1 2026 in Review

Private Wealth Management Group sold out of Valvoline (VVV) in Q1 2026, closing a stake of 47 shares — an estimated $1.37K sold.

Private Wealth Management Group first reported a position in VVV in Q4 2023 and held it in 9 quarters. The position peaked at $5.71K in Q1 2024. 413 funds tracked by Wall St. Rank hold VVV as of Q1 2026.

  • Private Wealth Management Group reported no remaining Valvoline position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 47 Valvoline shares in Q1 2026, an estimated $1.37K.
  • Private Wealth Management Group first reported a position in Valvoline in Q4 2023 and held it in 9 quarters.
  • Private Wealth Management Group's Valvoline position peaked at $5.71K in Q1 2024.
  • 413 funds tracked by Wall St. Rank held Valvoline as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.