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SageView Advisory Group’s Valvoline VVV Stock Holding History

SageView Advisory 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
2025
Q4 		$11.2K Buy
+386
New +$12.4K ﹤0.01% 1672
2024
Q2 		– Sell
-5,349
Closed -$289K – 799
2024
Q1 		$289K Buy
+5,349
New +$213K 0.01% 425

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 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
ACM
Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return

SageView Advisory Group's VVV Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Valvoline (VVV) in Q4 2025: 386 shares worth $11.2K. The stake represents ﹤0.01% of the portfolio and ranks #1672 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in VVV as recently as Q1 2024.

SageView Advisory Group first reported a position in VVV in Q1 2024 and has held it in 2 quarters since. The position peaked at $289K in Q1 2024. 370 funds tracked by Wall St. Rank hold VVV as of Q4 2025.

  • SageView Advisory Group held 386 shares of Valvoline worth $11.2K as of Q4 2025.
  • Valvoline was a new SageView Advisory Group position in Q4 2025.
  • Valvoline made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1672 holding.
  • SageView Advisory Group first reported a position in Valvoline in Q1 2024 and has held it in 2 quarters since.
  • SageView Advisory Group's Valvoline position peaked at $289K in Q1 2024.
  • 370 funds tracked by Wall St. Rank held Valvoline as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.