ZRP
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Zynergy Retirement Planning’s Valvoline VVV Stock Holding History

Zynergy Retirement Planning’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
2025
Q2 		– Sell
-457
Closed -$16.5K – 107
2025
Q1 		$16.5K Buy
+457
New +$16.7K 0.01% 70

Other funds holding VVV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
ACM
Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Zynergy Retirement Planning's VVV Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of Valvoline (VVV) in Q2 2025, closing a stake of 457 shares — an estimated $16.5K sold.

Zynergy Retirement Planning first reported a position in VVV in Q1 2025 and held it in 1 quarter. The position peaked at $16.5K in Q1 2025. 410 funds tracked by Wall St. Rank hold VVV as of Q2 2025.

  • Zynergy Retirement Planning reported no remaining Valvoline position as of Q2 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 457 Valvoline shares in Q2 2025, an estimated $16.5K.
  • Zynergy Retirement Planning first reported a position in Valvoline in Q1 2025 and held it in 1 quarter.
  • Zynergy Retirement Planning's Valvoline position peaked at $16.5K in Q1 2025.
  • 410 funds tracked by Wall St. Rank held Valvoline as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.