Werba Rubin Papier Wealth Management’s Valvoline VVV Stock Holding History

Werba Rubin Papier 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	$250K	Sell	6,314 -173	-3%	-$6.01K	0.03%	252
2026 Q1	$218K	Buy	+6,487	New	+$224K	0.03%	253
2025 Q4	–	Sell	-6,330	Closed	-$227K	–	275
2025 Q3	$227K	Buy	6,330 +12	+0.2%	+$458	0.04%	213
2025 Q2	$239K	Sell	6,318 -3	-0%	-$105	0.05%	187
2025 Q1	$220K	Buy	6,321 +7	+0.1%	+$255	0.05%	172
2024 Q4	$228K	Sell	6,314 -8	-0.1%	-$320	0.05%	162
2024 Q3	$265K	Buy	6,322 +8	+0.1%	+$340	0.06%	140
2024 Q2	$273K	Hold	6,314	–	–	0.08%	125
2024 Q1	$281K	Hold	6,314	–	–	0.08%	109
2023 Q4	$237K	Sell	6,314 -54	-0.8%	-$1.81K	0.08%	98
2023 Q3	$205K	Hold	6,368	–	–	0.07%	111
2023 Q2	$239K	Hold	6,368	–	–	0.08%	98
2023 Q1	$222K	Hold	6,368	–	–	0.09%	92
2022 Q4	$208K	Buy	+6,368	New	+$193K	0.09%	93

Other funds holding VVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Werba Rubin Papier Wealth Management's VVV Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management reduced its Valvoline (VVV) stake by 2.7% in Q2 2026, selling an estimated $6.01K and leaving 6,314 shares worth $250K. The position accounts for 0.03% of the portfolio, ranked #252.

Werba Rubin Papier Wealth Management first reported a position in VVV in Q4 2022 and has held it in 14 quarters since. The position peaked at $281K in Q1 2024. 453 funds tracked by Wall St. Rank hold VVV as of Q2 2026.

Werba Rubin Papier Wealth Management held 6,314 shares of Valvoline worth $250K as of Q2 2026.
Werba Rubin Papier Wealth Management sold 173 Valvoline shares in Q2 2026, an estimated $6.01K.
Valvoline made up 0.03% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #252 holding.
Werba Rubin Papier Wealth Management first reported a position in Valvoline in Q4 2022 and has held it in 14 quarters since.
Werba Rubin Papier Wealth Management's Valvoline position peaked at $281K in Q1 2024.
453 funds tracked by Wall St. Rank held Valvoline as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.