What smart money is saying about Valvoline
3 funds in our archive have pitched Valvoline — most recently Cooke & Bieler All Cap Value Equity Strategy in September 2026.
Valvoline Inc. is a prominent provider, involved in the manufacturing, distribution, and commercialization of a comprehensive range of engine and vehicle care products and related services. Its operations are structured into two distinct divisions: Retail Services and Global Products. Valvoline's extensive product portfolio encompasses various types of lubricants designed for passenger vehicles, light-duty trucks, and heavy-duty machinery. It also supplies antifreeze and coolants specifically tailored for original equipment manufacturers (OEMs). Furthermore, the company provides essential functional and maintenance fluids, including brake fluid and power steering fluid, alongside specialized coatings utilized in both automotive and industrial sectors. For light-duty vehicles, it manufactures oil and air filters. Complementing these, additional offerings include items such as vehicle batteries, windshield wiper components, illumination bulbs, serpentine drive belts, and drain plugs. A key component of its service arm is the operation of Valvoline Instant Oil Change service centers. By the close of September 2021, Valvoline boasted a network of nearly 1,600 quick-lube establishments, both company-owned and franchised. These include Valvoline Instant Oil Change outlets across the United States and Great Canadian Oil Change locations throughout Canada. Beyond its direct consumer services, Valvoline supplies various partners, such as automotive dealerships, independent repair garages, and other rapid oil change facilities. This outreach is further extended via a network of distributors and licensed partners. Globally, Valvoline maintains a significant presence, with activities spanning North America, Europe, the Middle East, Africa, the Asia-Pacific region, and Latin America. Established in 1866, the corporation's central administrative functions are based in Lexington, Kentucky.
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Fund signal · last 12 months
7 lettersToo few moves on Valvoline yet for a clear signal
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q1 2025 and Q3 2026, 10 fund letters reported a position in Valvoline, with 3 buys (opened or added) and 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 5 | 2 | 0 | 2 |
| Q1 2026 | 2 | 1 | 0 | 1 |
| Q2 2025 | 1 | 0 | 0 | 0 |
| Q1 2025 | 2 | 0 | 1 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 10 positions · 5 moves
- September 2026
“As a result, we added to the position on the pullback.”
Valvoline - September 2026
“Valvoline Inc. (U.S.) Return: -24% · Avg. Weight: 2% · Total Effect: -50 bps Valvoline is an automotive aftermarket product producer and service provider. Comparable sales grew 8%, ahead of expectations, but management guided profitability for the upcoming quarter below consensus, citing cost pressures amid constrained oil supplies tied to the Strait of Hormuz. Valvoline expects this market dynamic to persist for four to six months even after the strait reopens, though noted any cost pressure would be temporary and likely to have a greater negative impact on Valvoline's smaller scale competitors. As a result, we added to the position on the pullback.”
Valvoline - September 2026
Listed in Cooke & Bieler SMID Cap Value Equity’s reported holdings.
Valvoline - September 2026
“We added to the position in September.”
Valvoline - September 2026
“Valvoline (VVV), the leading operator and franchisor of quick lube service centers in the U.S. and Canada, was the third-largest detractor. VVV reported a good fundamental quarter, but the implied fourth quarter margin compression due to higher lubricant costs was greater than expected, raising concern for scal 2027 margins.”
Valvoline - March 2026
“The company is early in what we expect to be an ‘improvement journey’, with a new CEO from outside the company having arrived in September 2025. At the same time, we believe Timken's broad-based industrial end-markets are likely to improve after three tough years. Valvoline, Inc. (VVV) is one of the fastest growing brands in the quick lube space, a corner of the market that continues to take share from general repair shops & dealerships. The 2023 sale of its global products business repositions Valvoline as a pure play.”
Valvoline - HoldsBroyhill AMMarch 2026
“Valvoline was our largest contributor in the quarter.”
Valvoline - June 2025
“CORE GROWTH FUND — TOP 10 HOLDINGS AS OF MARCH 31, 2025 Percent of Security Name Net Assets HealthEquity, Inc. 4.2% Casella Waste Systems, Inc., Class A 3.7% Shift4 Payments, Inc. 3.2% Paylocity Holding Corp. 2.9% Kadant, Inc. 2.8% Morningstar, Inc. 2.7% Valvoline, Inc. 2.7%”
Valvoline - March 2025
“Valvoline Inc., an operator and franchiser of vehicle service centers, slipped by -4%.”
Valvoline - ExitedAve Maria Growth FundMarch 2025
“For the three months ended March 31, 2025, the total return on the Ave Maria Growth Fund (AVEGX) was -1.65%, compared to the S&P 500® Index which returned -4.27%. The returns for the Ave Maria Growth Fund compared to its benchmark as of March 31, 2025 were: In the first quarter, top contributors to return included O’Reilly Automotive, Inc., HEICO Corporation, Roper Technologies, Inc., Mastercard, Incorporated and Expand Energy Corporation. Top detractors from return included Nvidia Corporation, Taiwan Semiconductor Mfg., BlackLine, Inc., XPEL, Inc. and Accenture PLC. We reduced the existing position in Silicon Laboratories, Inc. and completely exited the positions in McCormick and Valvoline.”
Valvoline
Also mentioned · 2
These funds discuss Valvoline — as a competitor, benchmark or comparable — without disclosing a position in it.
- March 2026
“Valvoline Inc. offers engine and automotive maintenance products and services.”
Valvoline - MentionedHeadwaters CapitalSeptember 2025
“Take 5 competes with Valvoline, Grease Monkey and Jiffy Lube.”
Valvoline
Fund coverage · 3 theses
- Cooke & Bieler All Cap Value Equity StrategySeptember 2026
Valvoline operates quick lube centers in the U.S. and Canada, and the company is seen as attractively valued with buybacks expected to resume despite margin pressure.
Read the full thesis - Broyhill Equity CompositeSeptember 2026
Valvoline is supported by execution, pricing power, and a view that pricing can persist even if base oil costs normalize.
Read the full thesis Valvoline is a fast-growing quick-lube brand with share gains, a pure-play structure, and margin expansion ahead.
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