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Spire Wealth Management’s Valvoline VVV Stock Holding History

Spire 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
2025
Q4 		– Sell
-28
Closed -$1K – 2488
2025
Q3 		$1K Buy
28
+3
+12% +$115 ﹤0.01% 2272
2025
Q2 		$947 Buy
+25
New +$874 ﹤0.01% 2290
2022
Q3 		– Sell
-66
Closed -$2K – 2624
2022
Q2 		$2K Sell
66
-813
-92% -$25K ﹤0.01% 2409
2022
Q1 		$28K Sell
879
-2,408
-73% -$78.7K ﹤0.01% 1670
2021
Q4 		$123K Buy
3,287
+2,141
+187% +$74.7K ﹤0.01% 1314
2021
Q3 		$36K Hold
1,146
– – ﹤0.01% 1614
2021
Q2 		$37K Sell
1,146
-2,415
-68% -$75.1K ﹤0.01% 1617
2021
Q1 		$93K Buy
+3,561
New +$88.8K ﹤0.01% 1429

Other funds holding VVV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 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
ACM
Alua Capital Management New York $103M AUM 11.88% 1-Year Est. Return

Spire Wealth Management's VVV Position: Q4 2025 in Review

Spire Wealth Management sold out of Valvoline (VVV) in Q4 2025, closing a stake of 28 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in VVV in Q1 2021 and held it in 8 quarters. The position peaked at $123K in Q4 2021. 374 funds tracked by Wall St. Rank hold VVV as of Q4 2025.

  • Spire Wealth Management reported no remaining Valvoline position as of Q4 2025 after selling out during the quarter.
  • Spire Wealth Management sold 28 Valvoline shares in Q4 2025, an estimated $1K.
  • Spire Wealth Management first reported a position in Valvoline in Q1 2021 and held it in 8 quarters.
  • Spire Wealth Management's Valvoline position peaked at $123K in Q4 2021.
  • 374 funds tracked by Wall St. Rank held Valvoline as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.