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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
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% +$8.43K 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

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

Sendero Wealth Management's VVV Position: Q1 2026 in Review

Sendero Wealth Management increased its Valvoline (VVV) stake by 0.04% in Q1 2026, buying an estimated $450 and bringing the position to 31,959 shares worth $1.08M. The position accounts for 0.12% of the portfolio, ranked #101.

Sendero Wealth Management first reported a position in VVV in Q3 2023 and has held it in 11 quarters since. 413 funds tracked by Wall St. Rank hold VVV as of Q1 2026.

  • Sendero Wealth Management held 31,959 shares of Valvoline worth $1.08M as of Q1 2026.
  • Sendero Wealth Management bought 13 Valvoline shares in Q1 2026, an estimated $450.
  • Valvoline made up 0.12% of Sendero Wealth Management's portfolio in Q1 2026, its #101 holding.
  • Sendero Wealth Management first reported a position in Valvoline in Q3 2023 and has held it in 11 quarters since.
  • 413 funds tracked by Wall St. Rank held Valvoline as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.