PWA
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Physician Wealth Advisors’s Valvoline VVV Stock Holding History

Physician 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 		$50K Hold
1,264
– – 0.01% 431
2026
Q1 		$42.6K Hold
1,264
– – 0.01% 433
2025
Q4 		$36.7K Hold
1,264
– – 0.01% 446
2025
Q3 		$45.4K Hold
1,264
– – 0.01% 392
2025
Q2 		$47.9K Hold
1,264
– – 0.01% 353
2025
Q1 		$44K Hold
1,264
– – 0.01% 357
2024
Q4 		$45.7K Buy
+1,264
New +$50.6K 0.01% 357

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

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

Physician Wealth Advisors held its Valvoline (VVV) position steady in Q2 2026 at 1,264 shares worth $50K. The position accounts for 0.01% of the portfolio, ranked #431.

Physician Wealth Advisors first reported a position in VVV in Q4 2024 and has held it in 7 quarters since. 451 funds tracked by Wall St. Rank hold VVV as of Q2 2026.

  • Physician Wealth Advisors held 1,264 shares of Valvoline worth $50K as of Q2 2026.
  • Physician Wealth Advisors left its Valvoline share count unchanged in Q2 2026.
  • Valvoline made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #431 holding.
  • Physician Wealth Advisors first reported a position in Valvoline in Q4 2024 and has held it in 7 quarters since.
  • 451 funds tracked by Wall St. Rank held Valvoline as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.