Valvoline Inc
VVV- Exchange
- NYSE
- Industry
- Miscellaneous Products of Petroleum & Coal
- SEC CIK
- 0001674910
In the last 90 days, Valvoline Inc insiders filed 1 open-market purchase and 1 sale; 453 institutions reported holding it in 13F filings for Q2 2026, worth $5.88B in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in Valvoline Inc as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 368
- 0 vs. Q4 2022
- Shares held
- 156.5M
- −3.05M (−1.9%) vs. Q4 2022
- Total value
- $5.48B
- +$268.0M (+5.1%) vs. Q4 2022
- New holders
- 49
- 101 more added
- Sold out
- 49
- 150 more reduced
7 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting VVV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 453 | $5.88B |
| Q1 2026 | 418 | $5.03B |
| Q4 2025 | 374 | $4.20B |
| Q3 2025 | 413 | $4.98B |
| Q2 2025 | 411 | $5.20B |
| Q1 2025 | 418 | $4.43B |
| Q4 2024 | 433 | $4.47B |
| Q3 2024 | 441 | $5.20B |
| Q2 2024 | 408 | $5.35B |
| Q1 2024 | 417 | $5.45B |
| Q4 2023 | 381 | $4.69B |
| Q3 2023 | 344 | $4.14B |
| Q2 2023 | 375 | $4.84B |
| Q1 2023 | 368 | $5.48B |
| Q4 2022 | 375 | $5.24B |
| Q3 2022 | 353 | $4.07B |
| Q2 2022 | 378 | $4.68B |
| Q1 2022 | 394 | $5.21B |
| Q4 2021 | 413 | $6.09B |
| Q3 2021 | 334 | $5.23B |
| Q2 2021 | 332 | $5.47B |
| Q1 2021 | 332 | $4.53B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Valvoline Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 16 | $0 | 0.00% | +16 | New |
| Tfo-TDC, LLC | 1 | $35 | 0.00% | −3−75.0% | Reduced |
| Glassman Wealth Services | 7 | $245 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 8 | $280 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 16 | $559 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 19 | $653 | 0.00% | +9+90.0% | Added |
| Ridgewood Investments LLC | 23 | $815 | 0.00% | +23 | New |
| Disciplined Investments, LLC | 25 | $874 | 0.00% | −2−7.4% | Reduced |
| Huntington National Bank | 27 | $943 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 28 | $979 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 28 | $979 | 0.00% | +28 | New |
| Valley National Advisers Inc | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 34 | $1.19K | 0.00% | +34 | New |
| WR Wealth Planners, LLC | 35 | $1.22K | 0.00% | +35 | New |
| RFP Financial Group LLC | 40 | $1.40K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 49 | $1.71K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 84 | $2.00K | 0.00% | +58+223.1% | Added |
| Caldwell Sutter Capital, Inc. | 74 | $2.59K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 74 | $2.59K | 0.00% | +74 | New |
| Farmers & Merchants Investments Inc | 81 | $2.83K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 82 | $2.87K | 0.00% | −334−80.3% | Reduced |
| Tradition Wealth Management, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 75 | $3.00K | 0.00% | −413−84.6% | Reduced |
| JFS Wealth Advisors, LLC | 95 | $3.32K | 0.00% | −2−2.1% | Reduced |
| Brown Brothers Harriman & Co | 100 | $3.49K | 0.00% | +100 | New |
| Schubert & Co | 101 | $3.53K | 0.00% | −6−5.6% | Reduced |
| BerganKDV Wealth Management, LLC | 103 | $3.60K | 0.00% | +103 | New |
| Ahrens Investment Partners LLC | 106 | $3.70K | 0.00% | +106 | New |
| Massmutual Trust Co FSB | 117 | $4.09K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 134 | $4.68K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 136 | $4.75K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 178 | $6.22K | 0.00% | +23+14.8% | Added |
| Cape Investment Advisory, Inc. | 180 | $6.29K | 0.00% | +180 | New |
| Oliver Lagore Vanvalin Investment Group | 185 | $6.47K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 200 | $6.99K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 213 | $7.44K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 229 | $8.00K | 0.00% | −100−30.4% | Reduced |
| Umb Bank N A | 274 | $9.57K | 0.00% | −63−18.7% | Reduced |
| Pinnacle Bancorp, Inc. | 304 | $10.6K | 0.00% | −34−10.1% | Reduced |
| AdvisorNet Financial, Inc | 305 | $10.7K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 318 | $11.1K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 330 | $11.5K | 0.00% | −965,273−100.0% | Reduced |
| Baystate Wealth Management LLC | 343 | $12.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 489 | $17.0K | 0.00% | −112−18.6% | Reduced |
| Montag A & Associates Inc | 548 | $19.1K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 549 | $19.2K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 549 | $19.2K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 625 | $21.0K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 611 | $21.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 610 | $21.3K | 0.00% | −290−32.2% | Reduced |
| First Command Bank | 648 | $22.6K | 0.00% | +648 | New |
| First Command Financial Services, Inc. | 648 | $22.6K | 0.00% | +648 | New |
| Covestor Ltd | 687 | $24.0K | 0.02% | −1,193−63.5% | Reduced |
| Point72 Asset Management, L.P. | 808 | $28.2K | 0.00% | −1,070,192−99.9% | Reduced |
| City Holding Co | 823 | $28.7K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 825 | $28.8K | 0.01% | −1,202−59.3% | Reduced |
| Ci Investments Inc. | 890 | $31.0K | 0.00% | +69+8.4% | Added |
| Ellevest, Inc. | 918 | $32.1K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 931 | $32.5K | 0.00% | +330+54.9% | Added |
| Independence Bank of Kentucky | 972 | $34.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 1,000 | $34.9K | 0.00% | +1,000 | New |
| Pension & Wealth Management Advisors, Inc. | 1,010 | $35.3K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,070 | $37.4K | 0.01% | −923−46.3% | Reduced |
| Advisory Services Network, LLC | 1,237 | $43.2K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,411 | $49.3K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,591 | $56.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,604 | $56.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,647 | $57.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,775 | $58.0K | 0.00% | +159+9.8% | Added |
| Central Bank & Trust Co | 1,797 | $62.8K | 0.01% | −281−13.5% | Reduced |
| Fifth Third Bancorp | 1,872 | $65.4K | 0.00% | +294+18.6% | Added |
| Parallel Advisors, LLC | 2,021 | $70.6K | 0.00% | −1,728−46.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,033 | $71.0K | 0.00% | −29−1.4% | Reduced |
| Winch Advisory Services, LLC | 2,090 | $73.0K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 2,223 | $77.6K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 2,233 | $78.0K | 0.01% | +1,817+436.8% | Added |
| Quadrant Capital Group LLC | 2,295 | $80.2K | 0.01% | +1,065+86.6% | Added |
| WealthPLAN Partners, LLC | 2,465 | $86.1K | 0.01% | +2,465 | New |
| Point72 Middle East FZE | 2,476 | $86.5K | 0.00% | −14,249−85.2% | Reduced |
| Mendota Financial Group, LLC | 2,847 | $89.9K | 0.09% | +2,847 | New |
| Key Financial Inc | 2,681 | $93.7K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 2,750 | $96.1K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3,001 | $105.0K | 0.02% | +3,001 | New |
| Bessemer Group Inc | 3,290 | $115.0K | 0.00% | +3,290 | New |
| Lazard Asset Management LLC | 4,327 | $151.0K | 0.00% | +4,327 | New |
| Allworth Financial LP | 4,434 | $154.9K | 0.00% | +4+0.1% | Added |
| Macquarie Group Ltd | 5,257 | $184.0K | 0.00% | +1,520+40.7% | Added |
| Signaturefd, LLC | 5,363 | $187.4K | 0.01% | +13+0.2% | Added |
| Salem Investment Counselors Inc | 5,701 | $199.2K | 0.01% | 00.0% | Unchanged |
| Rockland Trust Co | 5,778 | $201.9K | 0.01% | +5,778 | New |
| First Republic Investment Management, Inc. | 5,824 | $203.5K | 0.00% | −936−13.8% | Reduced |
| Johnson Investment Counsel Inc | 6,011 | $210.0K | 0.00% | +6,011 | New |
| Glenview Trust Co | 6,039 | $211.0K | 0.01% | +6,039 | New |
| Chicago Partners Investment Group LLC | 6,137 | $211.1K | 0.01% | +51+0.8% | Added |
| Profund Advisors LLC | 6,048 | $211.3K | 0.01% | −4,100−40.4% | Reduced |
| Brandywine Oak Private Wealth LLC | 6,074 | $212.2K | 0.02% | +6,074 | New |
| Veritable, L.P. | 6,126 | $214.0K | 0.00% | −116−1.9% | Reduced |
| Stock Yards Bank & Trust Co | 6,172 | $216.0K | 0.01% | −2,196−26.2% | Reduced |
| Cetera Advisor Networks LLC | 6,262 | $218.8K | 0.00% | +74+1.2% | Added |