CSWM
VVV icon

Cassady Schiller Wealth Management’s Valvoline VVV Stock Holding History

Cassady Schiller Wealth Management’s Portfolio VVV Stock Details VVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$687 Buy
+19
New +$760 ﹤0.01% 883

Other funds holding VVV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACM
Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cassady Schiller Wealth Management's VVV Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Valvoline (VVV) in Q4 2024: 19 shares worth $687. The stake represents ﹤0.01% of the portfolio and ranks #883 among its holdings.

432 funds tracked by Wall St. Rank hold VVV as of Q4 2024.

  • Cassady Schiller Wealth Management held 19 shares of Valvoline worth $687 as of Q4 2024.
  • Valvoline was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Valvoline made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #883 holding.
  • 432 funds tracked by Wall St. Rank held Valvoline as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.