VALVOLINE INC
Total Trades
36
Buys
9
Sells
20
Largest Trade
N/A
Insiders
13
Institutional Funds
305
Inst. Value
$1M+
Activist Filings
13
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Caldwell Jonathan L. | Chief People Officer | SELL | $100K–$500K | 4K | $37.66 | Mar 4, 2026 |
| Caldwell Jonathan L. | Chief People Officer | EXERCISE | $100K–$500K | 9K | $20.29 | Mar 4, 2026 |
| O'Daniel Julie Marie | Chief Legal Officer | SELL | $100K–$500K | 3K | $31.88 | Nov 28, 2025 |
| Flees Lori Ann | President & CEO | BUY | $100K–$500K | 5K | $30.82 | Nov 25, 2025 |
| WILLIS J KEVIN | CFO | BUY | $100K–$500K | 10K | $31.41 | Nov 24, 2025 |
| Flees Lori Ann | President & CEO | BUY | $100K–$500K | 3K | $33.78 | May 27, 2025 |
| O'Daniel Julie Marie | Chief Legal Officer | SELL | $100K–$500K | 6K | $37.41 | Feb 27, 2025 |
| Kruse Carol H. | Director | SELL | $100K–$500K | 4K | $36.59 | Feb 25, 2025 |
| Flees Lori Ann | President & CEO | BUY | $50K–$100K | 3K | $39.64 | Dec 2, 2024 |
| Flees Lori Ann | President & CEO | EXERCISE | N/A | 3K | — | Dec 2, 2024 |
| SONSTEBY CHARLES M | Director | BUY | $100K–$500K | 10K | $39.50 | Nov 26, 2024 |
| O'Daniel Julie Marie | Chief Legal Officer | SELL | $100K–$500K | 3K | $41.11 | Aug 23, 2024 |
| Dobbins Robert Travis | CTO | SELL | $50K–$100K | 2K | $34.49 | Nov 30, 2023 |
| Dobbins Robert Travis | CTO | EXERCISE | N/A | 791 | — | Nov 30, 2023 |
| O'Daniel Julie Marie | Chief Legal Officer | SELL | $100K–$500K | 9K | $34.51 | Nov 30, 2023 |
| O'Daniel Julie Marie | Chief Legal Officer | EXERCISE | N/A | 1K | — | Nov 30, 2023 |
| O'Daniel Julie Marie | Chief Legal Officer | SELL | $15K–$50K | 1K | $35.00 | Nov 24, 2023 |
| SONSTEBY CHARLES M | Director | BUY | $100K–$500K | 5K | $34.33 | Nov 15, 2023 |
| O'Daniel Julie Marie | CLO and Corp. Secy | SELL | $50K–$100K | 2K | $34.16 | Sep 1, 2023 |
| Freeland Richard Joseph | Director | BUY | $100K–$500K | 3K | $33.97 | Aug 31, 2023 |
| Flees Lori Ann | SVP and Pres. | BUY | $100K–$500K | 9K | $33.76 | Aug 30, 2023 |
| Meixelsperger Mary E | CFO | BUY | $100K–$500K | 6K | $33.55 | Aug 29, 2023 |
| Dobbins Robert Travis | CTO | SELL | $50K–$100K | 2K | $33.53 | Aug 25, 2023 |
| Manager Vada O | Director | SELL | $100K–$500K | 9K | $33.54 | Aug 23, 2023 |
| O'Daniel Julie Marie | CLO and Corp. Secy | SELL | $100K–$500K | 3K | $34.67 | Aug 14, 2023 |
| O'Daniel Julie Marie | CLO and Corp. Secy | EXERCISE | $100K–$500K | 13K | $23.08 | Aug 14, 2023 |
| Matheys Heidi J. | SVP | EXERCISE | $100K–$500K | 9K | $23.08 | May 15, 2023 |
| Matheys Heidi J. | SVP | SELL | $50K–$100K | 3K | $38.64 | May 15, 2023 |
| Matheys Heidi J. | SVP | SELL | $100K–$500K | 6K | $35.25 | Apr 5, 2023 |
| Matheys Heidi J. | SVP | EXERCISE | $100K–$500K | 21K | $20.53 | Apr 5, 2023 |
| Gerrald Thomas A. II | Senior Vice Presid… | SELL | $100K–$500K | 3K | $34.57 | Feb 22, 2023 |
| Matheys Heidi J. | SVP | SELL | $100K–$500K | 3K | $36.00 | Jan 30, 2023 |
| Ryan Michael S. | Chief Accounting O… | SELL | $15K–$50K | 900 | $32.73 | Nov 23, 2022 |
| O'Daniel Julie Marie | CLO and Corp. Secy | SELL | $100K–$500K | 10K | $32.42 | Nov 23, 2022 |
| Gerrald Thomas A. II | Senior Vice Presid… | SELL | $100K–$500K | 5K | $32.93 | Nov 23, 2022 |
| O'Daniel Julie Marie | CLO and Corp. Secy | SELL | $100K–$500K | 7K | $29.91 | Aug 15, 2022 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 305 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| WASATCH ADVISORS LP | 8.1M | $1M+ | SH |
| Boston Partners | 6.2M | $1M+ | SH |
| FIDUCIARY MANAGEMENT INC /WI/ | 5.0M | $1M+ | SH |
| COOKE & BIELER LP | 4.3M | $1M+ | SH |
| STATE STREET CORP | 4.2M | $1M+ | SH |
| Channing Capital Management, LLC | 3.0M | $1M+ | SH |
| DIMENSIONAL FUND ADVISORS LP | 2.8M | $1M+ | SH |
| HAWK RIDGE CAPITAL MANAGEMENT LP | 2.7M | $1M+ | SH |
| Neuberger Berman Group LLC | 2.3M | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 2.0M | $1M+ | SH |
| SNYDER CAPITAL MANAGEMENT L P | 1.9M | $1M+ | SH |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.8M | $1M+ | SH |
| ROYCE & ASSOCIATES LP | 1.7M | $1M+ | SH |
| CIBC Private Wealth Group LLC | 1.7M | $1M+ | SH |
| Mawer Investment Management Ltd. | 1.5M | $1M+ | SH |
| Newport Trust Company, LLC | 1.4M | $1M+ | SH |
| NORGES BANK | 1.4M | $1M+ | SH |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 1.2M | $1M+ | SH |
| GENEVA CAPITAL MANAGEMENT LLC | 1.1M | $1M+ | SH |
| Champlain Investment Partners, LLC | 1.1M | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13G/A · Feb 11, 2026
6.4%
8.1M shares
SC 13G · Jan 16, 2026
5.1%
6.5M shares
SC 13G/A · Aug 12, 2025
0.0%
0 shares
SC 13G/A · May 13, 2025
10.0%
12.7M shares
Wasatch Advisors LP 87-0319391
SC 13G/A · Nov 13, 2024
7.6%
9.7M shares
SC 13G/A · Feb 14, 2024
2.4%
3.2M shares
The Vanguard Group - 23-1945930
SC 13G/A · Feb 13, 2024
10.0%
13.1M shares
SC 13G/A · Jan 24, 2024
9.4%
12.3M shares
SC 13G · Aug 24, 2023
6.0%
8.3M shares
The Vanguard Group - 23-1945930
SC 13G/A · Mar 10, 2023
10.1%
17.4M shares
SC 13G/A · Jan 24, 2023
9.5%
16.6M shares
Capital Research Global Investors 95-1411037
SC 13G/A · Feb 11, 2022
0.0%
20 shares
Wasatch Advisors, Inc. 87-0319391
SC 13G/A · Feb 10, 2022
3.2%
5.7M shares