James T. Borello RIA
VVV icon

James T. Borello RIA’s Valvoline VVV Stock Holding History

James T. Borello RIA’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 		$241 Sell
8
-3
-27% -$103 ﹤0.01% 1104
2026
Q2 		$435 Buy
11
+3
+38% +$104 ﹤0.01% 1066
2026
Q1 		$269 Buy
8
+3
+60% +$104 ﹤0.01% 1096
2025
Q4 		$145 Buy
+5
New +$161 ﹤0.01% 1055

Other funds holding VVV

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Diversified Management
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

James T. Borello RIA's VVV Position: Q3 2026 in Review

James T. Borello RIA reduced its Valvoline (VVV) stake by 27% in Q3 2026, selling an estimated $103 and leaving 8 shares worth $241. The position accounts for ﹤0.01% of the portfolio, ranked #1104.

James T. Borello RIA first reported a position in VVV in Q4 2025 and has held it in 4 quarters since. The position peaked at $435 in Q2 2026. 69 funds tracked by Wall St. Rank hold VVV as of Q3 2026.

  • James T. Borello RIA held 8 shares of Valvoline worth $241 as of Q3 2026.
  • James T. Borello RIA sold 3 Valvoline shares in Q3 2026, an estimated $103.
  • Valvoline made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1104 holding.
  • James T. Borello RIA first reported a position in Valvoline in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello RIA's Valvoline position peaked at $435 in Q2 2026.
  • 69 funds tracked by Wall St. Rank held Valvoline as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.