Valvoline Inc

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Valvoline Inc
TickerVVV
CIK #0001674910
CUSIP92047W101
SectorEnergy & Transportation - Miscellaneous Products Of Petroleum & Coal
Address3499 Blazer Parkway, Lexington, KY 40509
Source [EDGAR]
CIK Filing 2011 - 2026
[0001674910] 10-K
[0001674910] 10-Q
[0001674910] 3
[0001674910] 4
[0001674910] 8-K
[0001674910] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Vanguard Capital Management LLC Valvoline Inc [2026-04-30] 0.0
Boston Partners Valvoline Inc [2026-01-16] 0.0
Wasatch Advisors LP Valvoline Inc [2024-02-09] 5.2
Viking Global Investors LP Valvoline Inc [2023-08-24] 6.0
Wasatch Advisors Inc Valvoline Inc [2021-02-09] 5.9
FMR LLC Valvoline Inc [2021-02-08] 0.0
Amcap Fund Valvoline Inc [2019-02-14] 7.4
Capital International Investors Valvoline Inc [2019-02-14] 5.1
Capital Research Global Investors Valvoline Inc [2019-02-14] 5.6
Vanguard Group Inc Valvoline Inc [2018-02-09] 8.53
BlackRock Inc Valvoline Inc [2018-02-01] 8.3
Price T Rowe Associates Inc /MD/ Valvoline Inc [2017-06-09] 13.1
Ashland Global Holdings Inc Valvoline Inc [2017-02-07] 83.1
Form 3/4/5 Filer 2011 - 2026
Valvoline Inc
Caldwell Jonathan L
Flees Lori Ann
Willis J Kevin
Slater Jennifer Lynn
Freeland Richard Joseph
Denny Jordan M
Sturgeon Dione
O'Daniel Julie Marie
Worsham Adam C
Patel Hitesh C C
Carr Chris
Pacious Patrick
Wong Janet S
Evans Gerald
Kruse Carol H
Manager Vada O
Sonsteby Charles M
Fulcher Linne
Dobbins Robert Travis
Twinem Mary J
Meixelsperger Mary E
Matheys Heidi J
Gerrald Thomas A II
Macadam Stephen E
Mitchell Samuel J
Ryan Michael S
Muashsher Jamal K
Kirk Stephen F
Moughler Craig A
Puckett Anthony R
Lockwood Frances E
Patrick Brad
Scheve David J
Rios Victor T
Stensrud Sara K
Wulfsohn William A
Ashland Inc
Ganz Peter
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Flees Lori Ann
Deferred Stock Units · derivative
2026-03-19 Grant 29 $32.82 952
Flees Lori Ann
Deferred Stock Units · derivative
2026-03-05 Grant 27 $36.06 974
Caldwell Jonathan L
Common Stock
2026-03-03 Sell 2,679 $37.54 100,570
Caldwell Jonathan L
FY 2017 Stock Appreciation Right · derivative
2026-03-02 Option exercise 8,877 $0.00
Caldwell Jonathan L
Common Stock
2026-03-02 Sell 983 $38.00 37,354
Caldwell Jonathan L
Common Stock
2026-03-02 Option exercise 8,877 $20.29 180,114
Caldwell Jonathan L
Common Stock
2026-03-02 Tax withheld 6,198 $37.56 232,797
Sturgeon Dione
Restricted Stock Units · derivative
2026-02-27 Option exercise 287 $0.00
Sturgeon Dione
Common Stock
2026-02-27 Tax withheld 104 $37.80 3,931
Sturgeon Dione
Common Stock
2026-02-27 Option exercise 287 $37.80 10,849
O'Daniel Julie Marie
Common Stock
2026-02-20 Sell 4,312 $38.55 166,228
O'Daniel Julie Marie
Common Stock
2026-02-20 Tax withheld 11,498 $38.53 443,018
O'Daniel Julie Marie
Common Stock
2026-02-20 Option exercise 15,810 $23.01 363,788
O'Daniel Julie Marie
FY 2020 Stock Appreciation Rights · derivative
2026-02-20 Option exercise 15,810 $0.00
Flees Lori Ann
Deferred Stock Units · derivative
2026-02-19 Grant 25 $38.68 967
Flees Lori Ann
Deferred Stock Units · derivative
2026-02-05 Grant 26 $36.76 956
Wong Janet S
FY 2026 Restricted Stock Units · derivative
2026-01-28 Grant 4,300 $0.00
Slater Jennifer Lynn
FY 2026 Restricted Stock Units · derivative
2026-01-28 Grant 4,300 $0.00
Sonsteby Charles M
FY 2026 Restricted Stock Units · derivative
2026-01-28 Grant 4,300 $0.00
Manager Vada O
Common Stock
2026-01-28 Option exercise 3,750 $32.84 123,150
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 414 147,023,374
2025-12-31 370 142,794,548
2025-09-30 412 136,660,121
2025-06-30 412 137,387,287
2025-03-31 419 125,295,395
2024-12-31 433 121,975,339
2024-09-30 440 122,874,498
2024-06-30 407 123,701,357
2024-03-31 420 123,638,787
2023-12-31 384 123,250,422
2023-09-30 346 124,425,095
2023-06-30 379 123,764,190
Form 13F Holdings
Firm Period DFND Voting Shares
Wasatch Advisors LP [2026-06-30] SOLE 4,088,390 6,074,830
Vaughan Nelson Investment Management LP [2026-06-30] DFND 2,185,256 2,344,701
Confluence Investment Management LLC [2026-06-30] SOLE 391,125 392,002
Peregrine Capital Management LLC [2026-06-30] SOLE 99,558 268,035
Gateway Investment Advisers LLC [2026-06-30] SOLE 151,646 151,646
Louisiana State Employees Retirement System [2026-06-30] SOLE 36,900 36,900
Yousif Capital Management LLC [2026-06-30] SOLE 10,525 35,208
Commonwealth of Pennsylvania Public School Empls Retrmt SYS [2026-06-30] SOLE 30,532 30,532
Diversified Trust Co [2026-06-30] SOLE 0 25,357
Curated Wealth Partners LLC [2026-06-30] SOLE 20,999 20,999
Balefire LLC [2026-06-30] SOLE 0 20,120
Alaska Retirement Management Board [2026-06-30] SOLE 20,008 20,008
Crossmark Global Holdings Inc [2026-06-30] SOLE 16,308 16,308
Davenport & Company LLC [2026-06-30] SOLE 519 14,791
Fruth Investment Management [2026-06-30] SOLE 489 12,380
Fulton Bank NA [2026-06-30] SOLE 12,280 12,280
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 120 12,256
Isthmus Partners LLC [2026-06-30] SOLE 11,836 11,836
Curated Wealth Partners LLC [2026-06-30] OTR 0 10,480
IFP Advisors LLC [2026-06-30] SOLE 8,344 8,344
Legacy Wealth Asset Management LLC [2026-06-30] SOLE 7,524 7,524
Linden Thomas Advisory Services LLC [2026-06-30] SOLE 0 6,873
Salem Investment Counselors Inc [2026-06-30] SOLE 6,800 6,800
Sequoia Financial Advisors LLC [2026-06-30] SOLE 0 6,752
Burney CO/ [2026-06-30] SOLE 0 6,041
Castleview Partners LLC [2026-06-30] SOLE 0 6,004
Brandywine Oak Private Wealth LLC [2026-06-30] SOLE 5,616 5,616
Fifth Third Wealth Advisors LLC [2026-06-30] SOLE 5,576 5,576
Trust Point Inc [2026-06-30] SOLE 3,766 5,340
Confluence Investment Management LLC [2026-06-30] DFND 4,143 4,143
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