BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in VVV — Valvoline Inc
CIK 1654599
MORRISTOWN, NJ
Position in VVV
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$22,537
+$3,340 QoQ
Shares Held
570
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#364
of 447 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VVV Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $103,959 across 2 Auto & Truck Dealerships names. VVV ranks #2 (21.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAG |
Penske Automotive Group, Inc.
|
455 | $81,422 | |
| 2 | VVV |
Valvoline Inc
This page
|
570 | $22,537 |
All Filings in VVV
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,537 | 570 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $19,197 | 570 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||