WA
VVV icon

Whipplewood Advisors’s Valvoline VVV Stock Holding History

Whipplewood Advisors’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
Q1 		$4.34K Buy
129
+37
+40% +$1.28K ﹤0.01% 641
2025
Q4 		$2.67K Buy
+92
New +$2.95K ﹤0.01% 328
2025
Q3 		– Sell
-301
Closed -$11.4K – 1147
2025
Q2 		$11.4K Sell
301
-110
-27% -$3.85K 0.01% 552
2025
Q1 		$10.7K Buy
411
+100
+32% +$3.65K 0.01% 553
2024
Q4 		$11.3K Buy
+311
New +$12.4K 0.01% 538

Other funds holding VVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $95.5B AUM 28.4% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Whipplewood Advisors's VVV Position: Q1 2026 in Review

Whipplewood Advisors increased its Valvoline (VVV) stake by 40% in Q1 2026, buying an estimated $1.28K and bringing the position to 129 shares worth $4.34K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

Whipplewood Advisors first reported a position in VVV in Q4 2024 and has held it in 5 quarters since. The position peaked at $11.4K in Q2 2025. 413 funds tracked by Wall St. Rank hold VVV as of Q1 2026.

  • Whipplewood Advisors held 129 shares of Valvoline worth $4.34K as of Q1 2026.
  • Whipplewood Advisors bought 37 Valvoline shares in Q1 2026, an estimated $1.28K.
  • Valvoline made up ﹤0.01% of Whipplewood Advisors's portfolio in Q1 2026, its #641 holding.
  • Whipplewood Advisors first reported a position in Valvoline in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Valvoline position peaked at $11.4K in Q2 2025.
  • 413 funds tracked by Wall St. Rank held Valvoline as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.