Welch Group’s Valvoline VVV Stock Holding History

Welch 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	–	Sell	-5,736	Closed	-$227K	–	345
2026 Q2	$227K	Buy	+5,736	New	+$199K	0.01%	292
2025 Q4	–	Sell	-5,736	Closed	-$206K	–	324
2025 Q3	$206K	Buy	+5,736	New	+$219K	0.01%	282

Other funds holding VVV

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return

TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

SG Capital Management Chicago, Illinois $1.42B AUM 34.84% 1-Year Est. Return

Welch Group's VVV Position: Q3 2026 in Review

Welch Group sold out of Valvoline (VVV) in Q3 2026, closing a stake of 5,736 shares — an estimated $227K sold.

Welch Group first reported a position in VVV in Q3 2025 and held it in 2 quarters. The position peaked at $227K in Q2 2026. 191 funds tracked by Wall St. Rank hold VVV as of Q3 2026.

Welch Group reported no remaining Valvoline position as of Q3 2026 after selling out during the quarter.
Welch Group sold 5,736 Valvoline shares in Q3 2026, an estimated $227K.
Welch Group first reported a position in Valvoline in Q3 2025 and held it in 2 quarters.
Welch Group's Valvoline position peaked at $227K in Q2 2026.
191 funds tracked by Wall St. Rank held Valvoline as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.