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, Q4 2024
Institutional positions in Valvoline Inc as of Dec 31, 2024. 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
- 433
- −1 vs. Q3 2024
- Shares held
- 123.4M
- −364.8K (−0.3%) vs. Q3 2024
- Total value
- $4.47B
- −$715.7M (−13.8%) vs. Q3 2024
- New holders
- 61
- 155 more added
- Sold out
- 62
- 152 more reduced
7 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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, Q4 2024
Shares, value and share of portfolio for each institution holding Valvoline Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $36 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $37 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 4 | $145 | 0.00% | +4 | New |
| Global Financial Private Client, LLC | 7 | $253 | 0.00% | +7 | New |
| Transce3nd, LLC | 7 | $253 | 0.00% | +7 | New |
| Principia Wealth Advisory, LLC | 7 | $253 | 0.00% | +7 | New |
| Manchester Capital Management LLC | 9 | $326 | 0.00% | −1,425−99.4% | Reduced |
| Valued Wealth Advisors LLC | 12 | $438 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 15 | $543 | 0.00% | +15 | New |
| Cornerstone Planning Group LLC | 17 | $639 | 0.00% | +17 | New |
| Cassady Schiller Wealth Management, LLC | 19 | $687 | 0.00% | +19 | New |
| TD Private Client Wealth LLC | 20 | $724 | 0.00% | −8−28.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 22 | $796 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 25 | $905 | 0.00% | −5−16.7% | Reduced |
| Concord Wealth Partners | 26 | $941 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 28 | $1.01K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 33 | $1.19K | 0.00% | +33 | New |
| WR Wealth Planners, LLC | 35 | $1.27K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 40 | $1.45K | 0.00% | +10+33.3% | Added |
| Blue Bell Private Wealth Management, LLC | 49 | $1.77K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 62 | $2.00K | 0.00% | −15−19.5% | Reduced |
| TSFG, LLC | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 57 | $2.06K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 70 | $2.53K | 0.00% | +70 | New |
| Caldwell Sutter Capital, Inc. | 74 | $2.68K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 74 | $2.68K | 0.00% | +16+27.6% | Added |
| MidAtlantic Capital Management, Inc. | 79 | $2.86K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 86 | $3.11K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 88 | $3.18K | 0.00% | +88 | New |
| LRI Investments, LLC | 89 | $3.21K | 0.00% | −30−25.2% | Reduced |
| CoreCap Advisors, LLC | 90 | $3.26K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 95 | $3.44K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 95 | $3.44K | 0.00% | +95 | New |
| Danske Bank A/S | 100 | $3.62K | 0.00% | −300−75.0% | Reduced |
| Private Wealth Management Group, LLC | 128 | $4.63K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 136 | $4.92K | 0.00% | +18+15.3% | Added |
| Bell Investment Advisors, Inc | 136 | $4.92K | 0.00% | −2−1.4% | Reduced |
| Miller Wealth Advisors, LLC | 137 | $4.96K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 140 | $5.07K | 0.00% | +97+225.6% | Added |
| Bryn Mawr Trust Co | 148 | $5.36K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 151 | $5.46K | 0.00% | +151 | New |
| Fuller & Thaler Asset Management, Inc. | 153 | $5.54K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 157 | $5.68K | 0.00% | −14−8.2% | Reduced |
| Rothschild Investment LLC | 162 | $5.86K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 176 | $6.37K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 179 | $6.48K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 180 | $6.52K | 0.00% | +105+140.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 184 | $6.59K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 200 | $7.24K | 0.00% | +100+100.0% | Added |
| Lee Danner & Bass Inc | 238 | $8.61K | 0.00% | +238 | New |
| Covestor Ltd | 260 | $9.00K | 0.01% | −11−4.1% | Reduced |
| Ci Investments Inc. | 240 | $9.00K | 0.00% | +1+0.4% | Added |
| Continuum Advisory, LLC | 257 | $9.30K | 0.00% | −38−12.9% | Reduced |
| Clearstead Advisors, LLC | 261 | $9.44K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 261 | $9.44K | 0.01% | +261 | New |
| Parkside Financial Bank & Trust | 265 | $9.59K | 0.00% | −130−32.9% | Reduced |
| Kentucky Trust Co | 274 | $9.91K | 0.01% | +274 | New |
| AdvisorNet Financial, Inc | 276 | $9.99K | 0.00% | −23−7.7% | Reduced |
| EverSource Wealth Advisors, LLC | 287 | $10.4K | 0.00% | +106+58.6% | Added |
| Cape Investment Advisory, Inc. | 304 | $11.0K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 311 | $11.3K | 0.01% | +311 | New |
| MCF Advisors LLC | 318 | $11.5K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 323 | $11.7K | 0.00% | +323 | New |
| Versant Capital Management, Inc | 367 | $13.3K | 0.00% | +367 | New |
| Park Square Financial Group, LLC | 378 | $13.7K | 0.01% | +378 | New |
| Creative Planning | 425 | $15.4K | 0.00% | −5,467−92.8% | Reduced |
| Rise Advisors, LLC | 431 | $15.6K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 443 | $16.0K | 0.00% | −61−12.1% | Reduced |
| Ancora Advisors, LLC | 450 | $16.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 461 | $16.7K | 0.00% | −871−65.4% | Reduced |
| First Horizon Advisors, Inc. | 486 | $17.6K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 488 | $18.0K | 0.00% | −4−0.8% | Reduced |
| Hilltop National Bank | 505 | $18.3K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 531 | $19.2K | 0.00% | +411+342.5% | Added |
| Montag A & Associates Inc | 548 | $19.8K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 549 | $19.9K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 611 | $22.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 610 | $22.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 624 | $22.6K | 0.00% | −6−1.0% | Reduced |
| LGT Financial Advisors LLC | 655 | $23.7K | 0.05% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 686 | $24.8K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 823 | $29.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 895 | $32.4K | 0.00% | +814+1,004.9% | Added |
| CWM, LLC | 955 | $35.0K | 0.00% | +62+6.9% | Added |
| Proequities, Inc. | 984 | $35.4K | 0.00% | −55−5.3% | Reduced |
| Centricity Wealth Management, LLC | 1,000 | $36.2K | 0.03% | +1,000 | New |
| Larson Financial Group LLC | 1,002 | $36.3K | 0.00% | −7−0.7% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 1,010 | $36.5K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,077 | $39.0K | 0.00% | −388−26.5% | Reduced |
| Parallel Advisors, LLC | 1,153 | $41.7K | 0.00% | −979−45.9% | Reduced |
| Semmax Financial Advisors Inc. | 1,098 | $44.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,221 | $44.2K | 0.00% | −370−23.3% | Reduced |
| Principal Securities, Inc. | 1,224 | $44.3K | 0.00% | +16+1.3% | Added |
| Park Place Capital Corp | 1,232 | $44.6K | 0.01% | −376−23.4% | Reduced |
| Walleye Trading LLC | 1,236 | $44.7K | 0.00% | −5,130−80.6% | Reduced |
| UMA Financial Services, Inc. | 1,264 | $45.7K | 0.01% | +1,264 | New |
| ORG Partners LLC | 1,275 | $46.1K | 0.01% | +1,050+466.7% | Added |
| Aster Capital Management (DIFC) Ltd | 1,361 | $49.2K | 0.02% | +1,361 | New |
| Rosenberg Matthew Hamilton | 1,411 | $51.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,504 | $54.4K | 0.00% | +136+9.9% | Added |