VAG
VVV icon

VisionPoint Advisory Group’s Valvoline VVV Stock Holding History

VisionPoint Advisory 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 		$522K Sell
17,334
-2,786
-14% -$95.5K 0.08% 238
2026
Q2 		$796K Sell
20,120
-64,456
-76% -$2.24M 0.13% 181
2026
Q1 		$2.85M Sell
84,576
-6,222
-7% -$215K 0.54% 43
2025
Q4 		$2.64M Buy
90,798
+29,204
+47% +$938K 0.51% 53
2025
Q3 		$2.21M Buy
+61,594
New +$2.35M 0.44% 62

Other funds holding VVV

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

VisionPoint Advisory Group's VVV Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Valvoline (VVV) stake by 14% in Q3 2026, selling an estimated $95.5K and leaving 17,334 shares worth $522K. The position accounts for 0.08% of the portfolio, ranked #238.

VisionPoint Advisory Group first reported a position in VVV in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.85M in Q1 2026. 22 funds tracked by Wall St. Rank hold VVV as of Q3 2026.

  • VisionPoint Advisory Group held 17,334 shares of Valvoline worth $522K as of Q3 2026.
  • VisionPoint Advisory Group sold 2,786 Valvoline shares in Q3 2026, an estimated $95.5K.
  • Valvoline made up 0.08% of VisionPoint Advisory Group's portfolio in Q3 2026, its #238 holding.
  • VisionPoint Advisory Group first reported a position in Valvoline in Q3 2025 and has held it in 5 quarters since.
  • VisionPoint Advisory Group's Valvoline position peaked at $2.85M in Q1 2026.
  • 22 funds tracked by Wall St. Rank held Valvoline as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.