PENSION & WEALTH MANAGEMENT ADVISORS, INC.

Pension

Position in VVV — Valvoline Inc

CIK 2145782 WALTHAM, MA

Position in VVV

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$39,935

+$5,919 QoQ

Shares Held

1,010

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#356

of 447 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $41,580 across 2 Auto & Truck Dealerships names. VVV ranks #1 (96.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	VVV	Valvoline Inc This page	1,010	$39,935
2	CVNA	Carvana Co.	25	$1,645

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$39,935	1,010	0.0%	Shares	Sole	2026-08-07
2026-03-31	$34,016	1,010	0.0%	Shares	Sole	2026-08-07
2025-12-31	$29,350	1,010	0.0%	Shares	Sole	2026-08-07
2025-09-30	$36,269	1,010	0.0%	Shares	Sole	2026-08-07
2025-06-30	$38,248	1,010	0.0%	Shares	Sole	2026-08-07
2025-03-31	$35,158	1,010	0.0%	Shares	Sole	2026-08-07
2024-12-31	$36,541	1,010	0.0%	Shares	Sole	2026-08-07
2024-09-30	$42,268	1,010	0.0%	Shares	Sole	2026-08-07
2024-06-30	$43,632	1,010	0.0%	Shares	Sole	2026-08-07
2024-03-31	$45,015	1,010	0.0%	Shares	Sole	2026-08-07
2023-12-31	$37,955	1,010	0.0%	Shares	Sole	2026-08-07
2023-09-30	$32,562	1,010	0.0%	Shares	Sole	2026-08-07
2023-06-30	$37,885	1,010	0.0%	Shares	Sole	2026-08-07
2023-03-31	$35,289	1,010	0.0%	Shares	Sole	2026-08-07
2022-12-31	$32,976	1,010	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.