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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
2026
Q1 		– Sell
-386
Closed -$11.2K – 2403
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $113B AUM 38.87% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

SageView Advisory Group's VVV Position: Q1 2026 in Review

SageView Advisory Group sold out of Valvoline (VVV) in Q1 2026, closing a stake of 386 shares — an estimated $11.2K sold.

SageView Advisory Group first reported a position in VVV in Q1 2024 and held it in 2 quarters. The position peaked at $289K in Q1 2024. 418 funds tracked by Wall St. Rank hold VVV as of Q1 2026.

  • SageView Advisory Group reported no remaining Valvoline position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 386 Valvoline shares in Q1 2026, an estimated $11.2K.
  • SageView Advisory Group first reported a position in Valvoline in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's Valvoline position peaked at $289K in Q1 2024.
  • 418 funds tracked by Wall St. Rank held Valvoline as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.