EWA
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EverSource Wealth Advisors’s Valvoline VVV Stock Holding History

EverSource Wealth Advisors’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 		$17.6K Sell
444
-162
-27% -$5.63K ﹤0.01% 2537
2026
Q1 		$20.4K Sell
606
-101
-14% -$3.49K ﹤0.01% 2492
2025
Q4 		$20.5K Sell
707
-255
-27% -$8.19K ﹤0.01% 2367
2025
Q3 		$34.5K Sell
962
-496
-34% -$18.9K ﹤0.01% 1973
2025
Q2 		$55.2K Buy
1,458
+691
+90% +$24.2K ﹤0.01% 1553
2025
Q1 		$26.7K Buy
767
+480
+167% +$17.5K ﹤0.01% 1542
2024
Q4 		$10.4K Buy
287
+106
+59% +$4.24K ﹤0.01% 1970
2024
Q3 		$7.58K Buy
181
+11
+6% +$467 ﹤0.01% 2019
2024
Q2 		$7.91K Hold
170
– – ﹤0.01% 1993
2024
Q1 		$7.23K Buy
170
+136
+400% +$5.42K ﹤0.01% 1855
2023
Q4 		$1.28K Buy
+34
New +$1.14K ﹤0.01% 2318
2023
Q3 		– Sell
-14
Closed -$525 – 2671
2023
Q2 		$525 Buy
+14
New +$508 ﹤0.01% 2348

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

EverSource Wealth Advisors's VVV Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Valvoline (VVV) stake by 27% in Q2 2026, selling an estimated $5.63K and leaving 444 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2537.

EverSource Wealth Advisors first reported a position in VVV in Q2 2023 and has held it in 12 quarters since. The position peaked at $55.2K in Q2 2025. 451 funds tracked by Wall St. Rank hold VVV as of Q2 2026.

  • EverSource Wealth Advisors held 444 shares of Valvoline worth $17.6K as of Q2 2026.
  • EverSource Wealth Advisors sold 162 Valvoline shares in Q2 2026, an estimated $5.63K.
  • Valvoline made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2537 holding.
  • EverSource Wealth Advisors first reported a position in Valvoline in Q2 2023 and has held it in 12 quarters since.
  • EverSource Wealth Advisors's Valvoline position peaked at $55.2K in Q2 2025.
  • 451 funds tracked by Wall St. Rank held Valvoline as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.