Tortoise Investment Management’s Valvoline VVV Stock Holding History

Tortoise Investment 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	-549	Closed	-$19.7K	–	1429
2025 Q3	$19.7K	Hold	549	–	–	﹤0.01%	519
2025 Q2	$20.8K	Hold	549	–	–	﹤0.01%	504
2025 Q1	$19.1K	Hold	549	–	–	﹤0.01%	510
2024 Q4	$19.9K	Hold	549	–	–	﹤0.01%	546
2024 Q3	$23K	Hold	549	–	–	﹤0.01%	534
2024 Q2	$23.7K	Hold	549	–	–	﹤0.01%	508
2024 Q1	$24.5K	Hold	549	–	–	﹤0.01%	484
2023 Q4	$20.6K	Hold	549	–	–	﹤0.01%	475
2023 Q3	$17.7K	Hold	549	–	–	﹤0.01%	474
2023 Q2	$20.6K	Hold	549	–	–	﹤0.01%	463
2023 Q1	$19.2K	Hold	549	–	–	﹤0.01%	467
2022 Q4	$17.9K	Hold	549	–	–	﹤0.01%	474
2022 Q3	$14K	Hold	549	–	–	﹤0.01%	490
2022 Q2	$16K	Hold	549	–	–	﹤0.01%	464
2022 Q1	$17K	Hold	549	–	–	﹤0.01%	448
2021 Q4	$20K	Hold	549	–	–	﹤0.01%	404
2021 Q3	$17K	Hold	549	–	–	﹤0.01%	407
2021 Q2	$18K	Hold	549	–	–	﹤0.01%	390
2021 Q1	$14K	Hold	549	–	–	﹤0.01%	404
2020 Q4	$13K	Hold	549	–	–	﹤0.01%	387
2020 Q3	$10K	Hold	549	–	–	﹤0.01%	387
2020 Q2	$11K	Hold	549	–	–	﹤0.01%	363
2020 Q1	$7K	Hold	549	–	–	﹤0.01%	415
2019 Q4	$12K	Hold	549	–	–	﹤0.01%	383
2019 Q3	$12K	Hold	549	–	–	﹤0.01%	380
2019 Q2	$11K	Hold	549	–	–	﹤0.01%	425
2019 Q1	$10K	Hold	549	–	–	﹤0.01%	419
2018 Q4	$11K	Buy	+549	New	+$11K	﹤0.01%	382

Other funds holding VVV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

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

Tortoise Investment Management's VVV Position: Q4 2025 in Review

Tortoise Investment Management sold out of Valvoline (VVV) in Q4 2025, closing a stake of 549 shares — an estimated $19.7K sold.

Tortoise Investment Management first reported a position in VVV in Q4 2018 and held it in 28 quarters. The position peaked at $24.5K in Q1 2024. 373 funds tracked by Wall St. Rank hold VVV as of Q4 2025.

Tortoise Investment Management reported no remaining Valvoline position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 549 Valvoline shares in Q4 2025, an estimated $19.7K.
Tortoise Investment Management first reported a position in Valvoline in Q4 2018 and held it in 28 quarters.
Tortoise Investment Management's Valvoline position peaked at $24.5K in Q1 2024.
373 funds tracked by Wall St. Rank held Valvoline as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.