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True Wealth Design’s Valvoline VVV Stock Holding History

True Wealth Design’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
Q3 		$2.11K Buy
+70
New +$2.4K ﹤0.01% 1662
2025
Q4 		– Sell
-4
Closed -$144 – 2837
2025
Q3 		$144 Buy
4
+3
+300% +$115 ﹤0.01% 2375
2025
Q2 		$38 Sell
1
-46
-98% -$1.61K ﹤0.01% 2435
2025
Q1 		$1.64K Buy
47
+46
+4,600% +$1.68K ﹤0.01% 1081
2024
Q4 		$37 Buy
+1
New +$40 ﹤0.01% 1326

Other funds holding VVV

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
SWM
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
WAC
William Allan Corp Fort Collins, Colorado $199M AUM 32.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return

True Wealth Design's VVV Position: Q3 2026 in Review

True Wealth Design opened a new position in Valvoline (VVV) in Q3 2026: 70 shares worth $2.11K. The stake represents ﹤0.01% of the portfolio and ranks #1662 among its holdings. This is a return to the name: True Wealth Design previously reported a position in VVV as recently as Q3 2025.

True Wealth Design first reported a position in VVV in Q4 2024 and has held it in 5 quarters since. 30 funds tracked by Wall St. Rank hold VVV as of Q3 2026.

  • True Wealth Design held 70 shares of Valvoline worth $2.11K as of Q3 2026.
  • Valvoline was a new True Wealth Design position in Q3 2026.
  • Valvoline made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1662 holding.
  • True Wealth Design first reported a position in Valvoline in Q4 2024 and has held it in 5 quarters since.
  • 30 funds tracked by Wall St. Rank held Valvoline as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.