Evergreen Wealth Solutions’s Valvoline VVV Stock Holding History

Evergreen Wealth Solutions’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 Q1	$347K	Hold	10,290	–	–	0.02%	305
2025 Q4	$299K	Buy	+10,290	New	+$330K	0.04%	170

Other funds holding VVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Evergreen Wealth Solutions's VVV Position: Q1 2026 in Review

Evergreen Wealth Solutions held its Valvoline (VVV) position steady in Q1 2026 at 10,290 shares worth $347K. The position accounts for 0.02% of the portfolio, ranked #305.

Evergreen Wealth Solutions first reported a position in VVV in Q4 2025 and has held it in 2 quarters since. 413 funds tracked by Wall St. Rank hold VVV as of Q1 2026.

Evergreen Wealth Solutions held 10,290 shares of Valvoline worth $347K as of Q1 2026.
Evergreen Wealth Solutions left its Valvoline share count unchanged in Q1 2026.
Valvoline made up 0.02% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #305 holding.
Evergreen Wealth Solutions first reported a position in Valvoline in Q4 2025 and has held it in 2 quarters since.
413 funds tracked by Wall St. Rank held Valvoline as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.