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
Q2 		– Sell
-129
Closed -$4.34K – 1028
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 $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Whipplewood Advisors's VVV Position: Q2 2026 in Review

Whipplewood Advisors sold out of Valvoline (VVV) in Q2 2026, closing a stake of 129 shares — an estimated $4.34K sold.

Whipplewood Advisors first reported a position in VVV in Q4 2024 and held it in 5 quarters. The position peaked at $11.4K in Q2 2025. 453 funds tracked by Wall St. Rank hold VVV as of Q2 2026.

  • Whipplewood Advisors reported no remaining Valvoline position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 129 Valvoline shares in Q2 2026, an estimated $4.34K.
  • Whipplewood Advisors first reported a position in Valvoline in Q4 2024 and held it in 5 quarters.
  • Whipplewood Advisors's Valvoline position peaked at $11.4K in Q2 2025.
  • 453 funds tracked by Wall St. Rank held Valvoline as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.