Wealth Enhancement Advisory Services
VVV icon

Wealth Enhancement Advisory Services’s Valvoline VVV Stock Holding History

Wealth Enhancement Advisory Services’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 		$474K Buy
12,256
+1,729
+16% +$60.1K ﹤0.01% 2738
2026
Q1 		$351K Sell
10,527
-5,943
-36% -$206K ﹤0.01% 2628
2025
Q4 		$500K Sell
16,470
-902
-5% -$29K ﹤0.01% 2486
2025
Q3 		$601K Sell
17,372
-124
-0.7% -$4.73K ﹤0.01% 2218
2025
Q2 		$695K Buy
17,496
+437
+3% +$15.3K ﹤0.01% 1971
2025
Q1 		$594K Buy
17,059
+286
+2% +$10.4K ﹤0.01% 1926
2024
Q4 		$607K Buy
16,773
+409
+2% +$16.4K ﹤0.01% 1842
2024
Q3 		$685K Buy
16,364
+219
+1% +$9.3K ﹤0.01% 1612
2024
Q2 		$697K Sell
16,145
-269
-2% -$11.3K ﹤0.01% 1452
2024
Q1 		$732K Buy
16,414
+1,565
+11% +$62.4K ﹤0.01% 1375
2023
Q4 		$558K Buy
14,849
+209
+1% +$7K ﹤0.01% 1435
2023
Q3 		$472K Buy
+14,640
New +$515K ﹤0.01% 1458

Other funds holding VVV

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Wealth Enhancement Advisory Services's VVV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Valvoline (VVV) stake by 16% in Q2 2026, buying an estimated $60.1K and bringing the position to 12,256 shares worth $474K. The position accounts for ﹤0.01% of the portfolio, ranked #2738.

Wealth Enhancement Advisory Services first reported a position in VVV in Q3 2023 and has held it in 12 quarters since. The position peaked at $732K in Q1 2024. 47 funds tracked by Wall St. Rank hold VVV as of Q2 2026.

  • Wealth Enhancement Advisory Services held 12,256 shares of Valvoline worth $474K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,729 Valvoline shares in Q2 2026, an estimated $60.1K.
  • Valvoline made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2738 holding.
  • Wealth Enhancement Advisory Services first reported a position in Valvoline in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Valvoline position peaked at $732K in Q1 2024.
  • 47 funds tracked by Wall St. Rank held Valvoline as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.