Institutional Ownership Valvoline Inc (VVV)
This table provides information about the institutional ownership of Valvoline Inc (VVV). We have compiled data on the 464 institutions that hold shares in the stock, with a total of 122 Million shares, which have been reported (via 13F filing form) to have a value of $4.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
86
shares
|
$2,993
0.0% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
80
shares
|
$2,784
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
79
shares
|
$2,749
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
74
shares
|
$2,575
0.0% of portfolio
|
Q4 2024
Added 27.59%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
74
shares
|
$2,575
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
70
shares
|
$2,436
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
62
shares
|
$2,158
0.0% of portfolio
|
Q4 2024
Reduced 19.48%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
57
shares
|
$1,984
0.0% of portfolio
|
Q3 2023
Reduced 21.92%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
50
shares
|
$1,740
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
49
shares
|
$1,705
0.0% of portfolio
|
Q2 2022
Reduced 2.0%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
49
shares
|
$1,705
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
40
shares
|
$1,392
0.0% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
35
shares
|
$1,218
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
33
shares
|
$1,148
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
28
shares
|
$974
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
26
shares
|
$905
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
25
shares
|
$870
0.0% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
22
shares
|
$765
0.0% of portfolio
|
Q2 2024
Added 15.79%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
20
shares
|
$696
0.0% of portfolio
|
Q4 2024
Reduced 28.57%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
19
shares
|
$661
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
17
shares
|
$591
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
17
shares
|
$591
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
15
shares
|
$522
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
13
shares
|
$452
0.0% of portfolio
|
Q2 2017
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
12
shares
|
$417
0.0% of portfolio
|
Q4 2023
New holding
|