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SHP Wealth Management’s Valvoline VVV Stock Holding History

SHP Wealth Management’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 		$119 Buy
+3
New +$104 ﹤0.01% 1935

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

SHP Wealth Management's VVV Position: Q2 2026 in Review

SHP Wealth Management opened a new position in Valvoline (VVV) in Q2 2026: 3 shares worth $119. The stake represents ﹤0.01% of the portfolio and ranks #1935 among its holdings.

451 funds tracked by Wall St. Rank hold VVV as of Q2 2026.

  • SHP Wealth Management held 3 shares of Valvoline worth $119 as of Q2 2026.
  • Valvoline was a new SHP Wealth Management position in Q2 2026.
  • Valvoline made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1935 holding.
  • 451 funds tracked by Wall St. Rank held Valvoline as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.