Valvoline Ownership

VVV Stock  USD 36.15  0.73  2.06%   
The majority of Valvoline outstanding shares are owned by institutional holders. These institutional investors are usually referred to as non-private investors looking to take positions in Valvoline to benefit from reduced commissions. Consequently, institutions are subject to a different set of regulations than regular investors in Valvoline. Please pay attention to any change in the institutional holdings of Valvoline as this could imply that something significant has changed or is about to change at the company. Please note that on September 18, 2024, Representative Michael McCaul of US Congress acquired under $15k worth of Valvoline's common stock.
 
Shares in Circulation  
First Issued
2015-12-31
Previous Quarter
131 M
Current Value
130 M
Avarage Shares Outstanding
180 M
Quarterly Volatility
22.7 M
 
Yuan Drop
 
Covid
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
  
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Valvoline. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in real.
For more information on how to buy Valvoline Stock please use our How to Invest in Valvoline guide.

Valvoline Stock Ownership Analysis

About 100.0% of the company outstanding shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 1.1. Valvoline last dividend was issued on the 1st of December 2022. The entity had 1:20 split on the August 29, 2011. Valvoline Inc. manufactures, markets, and supplies, engine and automotive maintenance products and services. The company was founded in 1866 and is headquartered in Lexington, Kentucky. Valvoline operates under Oil Gas Refining Marketing classification in the United States and is traded on New York Stock Exchange. It employs 9800 people. For more information please call Samuel Mitchell at 859 357 7777 or visit https://www.valvoline.com.
Besides selling stocks to institutional investors, Valvoline also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Valvoline's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Valvoline's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Valvoline Quarterly Liabilities And Stockholders Equity

2.35 Billion

Valvoline Insider Trades History

Less than 1% of Valvoline are currently held by insiders. Unlike Valvoline's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Valvoline's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Valvoline's insider trades
 
Covid

Valvoline Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Valvoline is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Valvoline backward and forwards among themselves. Valvoline's institutional investor refers to the entity that pools money to purchase Valvoline's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Geode Capital Management, Llc2024-12-31
2.2 M
Oz Management Llc2024-12-31
M
Tensile Capital Management Llc2024-12-31
1.8 M
Charles Schwab Investment Management Inc2024-12-31
1.6 M
Newport Trust Co.2024-12-31
1.6 M
Vaughan Nelson Scarbrgh & Mccullough Lp2024-12-31
1.6 M
Norges Bank2024-12-31
1.5 M
Morgan Stanley - Brokerage Accounts
1.4 M
Wellington Management Company Llp2024-12-31
1.3 M
Vanguard Group Inc2024-12-31
12.9 M
Blackrock Inc2024-12-31
12.4 M
Note, although Valvoline's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Valvoline Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Valvoline insiders, such as employees or executives, is commonly permitted as long as it does not rely on Valvoline's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Valvoline insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Valvoline's latest congressional trading

Congressional trading in companies like Valvoline, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Valvoline by those in governmental positions are based on the same information available to the general public.
2024-09-18Representative Michael McCaulAcquired Under $15KVerify

Valvoline Outstanding Bonds

Valvoline issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Valvoline uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Valvoline bonds can be classified according to their maturity, which is the date when Valvoline has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Valvoline Corporate Filings

F4
7th of March 2025
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
8K
20th of February 2025
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
18th of December 2024
Other Reports
ViewVerify
10K
22nd of November 2024
Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance
ViewVerify

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Additional Tools for Valvoline Stock Analysis

When running Valvoline's price analysis, check to measure Valvoline's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Valvoline is operating at the current time. Most of Valvoline's value examination focuses on studying past and present price action to predict the probability of Valvoline's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Valvoline's price. Additionally, you may evaluate how the addition of Valvoline to your portfolios can decrease your overall portfolio volatility.