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Essential Partners’s Valvoline VVV Stock Holding History

Essential Partners’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
2026
Q3 		$27.4K Buy
+909
New +$31.2K 0.01% 808
2025
Q4 		– Sell
-179
Closed -$6.43K – 2931
2025
Q3 		$6.43K Hold
179
– – ﹤0.01% 1331
2025
Q2 		$6.78K Buy
+179
New +$6.26K ﹤0.01% 964

Other funds holding VVV

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
SWM
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
WAC
William Allan Corp Fort Collins, Colorado $199M AUM 32.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return

Essential Partners's VVV Position: Q3 2026 in Review

Essential Partners opened a new position in Valvoline (VVV) in Q3 2026: 909 shares worth $27.4K. The stake represents 0.01% of the portfolio and ranks #808 among its holdings. This is a return to the name: Essential Partners previously reported a position in VVV as recently as Q3 2025.

Essential Partners first reported a position in VVV in Q2 2025 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold VVV as of Q3 2026.

  • Essential Partners held 909 shares of Valvoline worth $27.4K as of Q3 2026.
  • Valvoline was a new Essential Partners position in Q3 2026.
  • Valvoline made up 0.01% of Essential Partners's portfolio in Q3 2026, its #808 holding.
  • Essential Partners first reported a position in Valvoline in Q2 2025 and has held it in 3 quarters since.
  • 30 funds tracked by Wall St. Rank held Valvoline as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.