Position in VVV
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,474,169
+$397,791 QoQ
Shares Held
37,283
+16.7% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#170
of 447 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in VVV Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026Sendero Wealth Management, LLC holds $5,561,072 across 2 Auto & Truck Dealerships names. VVV ranks #2 (26.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAD |
Lithia Motors Inc
|
14,069 | $4,086,903 | |
| 2 | VVV |
Valvoline Inc
This page
|
37,283 | $1,474,169 |
All Filings in VVV
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,474,169 | 37,283 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $1,076,378 | 31,959 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $928,350 | 31,946 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,008,927 | 28,096 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,063,994 | 28,096 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $969,632 | 27,855 | Shares | Other | 2025-04-10 | |
| 2024-12-31 | $751,820 | 20,780 | Shares | Other | 2025-01-14 | |
| 2024-09-30 | $645,201 | 15,417 | Shares | Other | 2024-10-09 | |
| 2024-06-30 | $666,014 | 15,417 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $687,135 | 15,417 | Shares | Other | 2024-04-16 | |
| 2023-12-31 | $579,370 | 15,417 | Shares | Other | 2024-01-17 | |
| 2023-09-30 | $307,988 | 9,553 | Shares | Other | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||