EWM
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Empirical Wealth Management’s Valvoline VVV Stock Holding History

Empirical 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
2025
Q1 		– Sell
-6,388
Closed -$231K – 720
2024
Q4 		$231K Sell
6,388
-992
-13% -$39.7K 0.01% 553
2024
Q3 		$309K Hold
7,380
– – 0.01% 461
2024
Q2 		$319K Hold
7,380
– – 0.01% 447
2024
Q1 		$329K Buy
7,380
+698
+10% +$27.8K 0.01% 422
2023
Q4 		$251K Buy
+6,682
New +$224K 0.01% 434

Other funds holding VVV

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Empirical Wealth Management's VVV Position: Q1 2025 in Review

Empirical Wealth Management sold out of Valvoline (VVV) in Q1 2025, closing a stake of 6,388 shares — an estimated $231K sold.

Empirical Wealth Management first reported a position in VVV in Q4 2023 and held it in 5 quarters. The position peaked at $329K in Q1 2024. 417 funds tracked by Wall St. Rank hold VVV as of Q1 2025.

  • Empirical Wealth Management reported no remaining Valvoline position as of Q1 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 6,388 Valvoline shares in Q1 2025, an estimated $231K.
  • Empirical Wealth Management first reported a position in Valvoline in Q4 2023 and held it in 5 quarters.
  • Empirical Wealth Management's Valvoline position peaked at $329K in Q1 2024.
  • 417 funds tracked by Wall St. Rank held Valvoline as of Q1 2025.

Based on Empirical Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.