11 institutions reported holding $16.9M of Valvoline Inc. (VVV) in SEC 13F filings for 2026-06-30. Largest institutional holders: CONFLUENCE INVESTMENT MANAGEMENT LLC ($15.7M), Balefire, LLC ($795,545), TRUST POINT INC. ($211,144), CoreCap Advisors, LLC ($65,636), GAMMA Investing LLC ($56,740). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $15.7M | 396,145 | Trimmed |
| 2 | Balefire, LLC | $795,545 | 20,120 | Trimmed |
| 3 | TRUST POINT INC. | $211,144 | 5,340 | New |
| 4 | CoreCap Advisors, LLC | $65,636 | 1,660 | Trimmed |
| 5 | GAMMA Investing LLC | $56,740 | 1,435 | Added |
| 6 | Cedar Mountain Advisors, LLC | $49,781 | 1,259 | Hold |
| 7 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $22,538 | 570 | Hold |
| 8 | Hilltop National Bank | $19,968 | 505 | Hold |
| 9 | Versant Capital Management, Inc | $13,167 | 333 | Added |
| 10 | CX Institutional | $11,000 | 284 | Hold |
| 11 | MassMutual Private Wealth & Trust, FSB | $1,384 | 35 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30