Sendero Wealth Management
VVV icon

Sendero Wealth Management’s Valvoline VVV Stock Holding History

Sendero Wealth Management’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
Q3 		$1.4M Buy
46,512
+9,229
+25% +$316K 0.14% 100
2026
Q2 		$1.47M Buy
37,283
+5,324
+17% +$185K 0.15% 98
2026
Q1 		$1.08M Buy
31,959
+13
+0% +$450 0.12% 101
2025
Q4 		$928K Buy
31,946
+3,850
+14% +$124K 0.1% 111
2025
Q3 		$1.01M Hold
28,096
– – 0.12% 98
2025
Q2 		$1.06M Buy
28,096
+241
+0.9% +$8.42K 0.13% 94
2025
Q1 		$970K Buy
27,855
+7,075
+34% +$258K 0.13% 93
2024
Q4 		$752K Buy
20,780
+5,363
+35% +$215K 0.11% 103
2024
Q3 		$645K Hold
15,417
– – 0.1% 105
2024
Q2 		$666K Hold
15,417
– – 0.11% 104
2024
Q1 		$687K Hold
15,417
– – 0.12% 106
2023
Q4 		$579K Buy
15,417
+5,864
+61% +$196K 0.11% 109
2023
Q3 		$308K Buy
+9,553
New +$336K 0.07% 134

Other funds holding VVV

Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Alua Capital Management
Alua Capital Management New York $89.4M AUM 15.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Sendero Wealth Management's VVV Position: Q3 2026 in Review

Sendero Wealth Management increased its Valvoline (VVV) stake by 25% in Q3 2026, buying an estimated $316K and bringing the position to 46,512 shares worth $1.4M. The position accounts for 0.14% of the portfolio, ranked #100.

Sendero Wealth Management first reported a position in VVV in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.47M in Q2 2026. 244 funds tracked by Wall St. Rank hold VVV as of Q3 2026.

  • Sendero Wealth Management held 46,512 shares of Valvoline worth $1.4M as of Q3 2026.
  • Sendero Wealth Management bought 9,229 Valvoline shares in Q3 2026, an estimated $316K.
  • Valvoline made up 0.14% of Sendero Wealth Management's portfolio in Q3 2026, its #100 holding.
  • Sendero Wealth Management first reported a position in Valvoline in Q3 2023 and has held it in 13 quarters since.
  • Sendero Wealth Management's Valvoline position peaked at $1.47M in Q2 2026.
  • 244 funds tracked by Wall St. Rank held Valvoline as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.