Summit Securities Group
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Summit Securities Group’s Valvoline VVV Stock Holding History

Summit Securities 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
Q3 		$30 Buy
+1
New +$34 ﹤0.01% 909
2024
Q1 		– Sell
-1
Closed – – 932
2023
Q4 		$0 Buy
+1
New +$33 ﹤0.01% 936
2023
Q1 		– Sell
-1
Closed – – 1334
2022
Q4 		$0 Buy
+1
New +$30 ﹤0.01% 1399
2022
Q3 		– Sell
-2,361
Closed -$69.1K – 1184
2022
Q2 		$68K Buy
+2,361
New +$72.5K 0.01% 478

Other funds holding VVV

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 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
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
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
SG Capital Management
SG Capital Management Chicago, Illinois $1.42B AUM 34.84% 1-Year Est. Return

Summit Securities Group's VVV Position: Q3 2026 in Review

Summit Securities Group opened a new position in Valvoline (VVV) in Q3 2026: 1 share worth $30. The stake represents ﹤0.01% of the portfolio and ranks #909 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in VVV as recently as Q4 2023.

Summit Securities Group first reported a position in VVV in Q2 2022 and has held it in 4 quarters since. The position peaked at $68K in Q2 2022. 185 funds tracked by Wall St. Rank hold VVV as of Q3 2026.

  • Summit Securities Group held 1 share of Valvoline worth $30 as of Q3 2026.
  • Valvoline was a new Summit Securities Group position in Q3 2026.
  • Valvoline made up ﹤0.01% of Summit Securities Group's portfolio in Q3 2026, its #909 holding.
  • Summit Securities Group first reported a position in Valvoline in Q2 2022 and has held it in 4 quarters since.
  • Summit Securities Group's Valvoline position peaked at $68K in Q2 2022.
  • 185 funds tracked by Wall St. Rank held Valvoline as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.