Position in VVV
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$266,974
+$39,971 QoQ
Shares Held
6,752
+0.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#295
of 447 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VVV Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $3,451,345 across 9 Auto & Truck Dealerships names. VVV ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
|
18,750 | $1,234,125 | |
| 2 | PAG |
Penske Automotive Group, Inc.
|
2,485 | $444,690 | |
| 3 | RUSHA |
Rush Enterprises Inc \Tx\
|
4,377 | $319,477 | |
| 4 | KMX |
Carmax Inc
|
5,906 | $312,368 | |
| 5 | VVV |
Valvoline Inc
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|
6,752 | $266,974 | |
| 6 | GPI |
Group 1 Automotive Inc
|
903 | $262,926 | |
| 7 | AN |
Autonation, Inc.
|
1,377 | $255,832 | |
| 8 | LAD |
Lithia Motors Inc
|
828 | $240,525 |
All Filings in VVV
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,974 | 6,752 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $227,003 | 6,740 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $264,794 | 9,112 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $213,987 | 5,959 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $219,911 | 5,807 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $230,068 | 6,359 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $269,346 | 6,436 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $401,500 | 9,294 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $270,762 | 6,075 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $229,087 | 6,096 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||