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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
Q2 		$348K Buy
10,295
+5
+0% +$174 0.02% 394
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Evergreen Wealth Solutions's VVV Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Valvoline (VVV) stake by 0.05% in Q2 2026, buying an estimated $174 and bringing the position to 10,295 shares worth $348K. The position accounts for 0.02% of the portfolio, ranked #394.

Evergreen Wealth Solutions first reported a position in VVV in Q4 2025 and has held it in 3 quarters since. 451 funds tracked by Wall St. Rank hold VVV as of Q2 2026.

  • Evergreen Wealth Solutions held 10,295 shares of Valvoline worth $348K as of Q2 2026.
  • Evergreen Wealth Solutions bought 5 Valvoline shares in Q2 2026, an estimated $174.
  • Valvoline made up 0.02% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #394 holding.
  • Evergreen Wealth Solutions first reported a position in Valvoline in Q4 2025 and has held it in 3 quarters since.
  • 451 funds tracked by Wall St. Rank held Valvoline as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.