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Sequoia Financial Advisors’s Valvoline VVV Stock Holding History

Sequoia Financial Advisors’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
2026
Q2 		$267K Buy
6,752
+12
+0.2% +$417 ﹤0.01% 1762
2026
Q1 		$227K Sell
6,740
-2,372
-26% -$82K ﹤0.01% 1724
2025
Q4 		$265K Buy
9,112
+3,153
+53% +$101K ﹤0.01% 1635
2025
Q3 		$214K Buy
5,959
+152
+3% +$5.8K ﹤0.01% 1603
2025
Q2 		$220K Buy
+5,807
New +$203K ﹤0.01% 1433
2025
Q1 		– Sell
-6,359
Closed -$230K – 1473
2024
Q4 		$230K Sell
6,359
-77
-1% -$3.08K ﹤0.01% 1154
2024
Q3 		$269K Sell
6,436
-2,858
-31% -$121K ﹤0.01% 1023
2024
Q2 		$401K Buy
9,294
+3,219
+53% +$135K ﹤0.01% 775
2024
Q1 		$271K Sell
6,075
-21
-0.3% -$837 ﹤0.01% 908
2023
Q4 		$229K Buy
+6,096
New +$204K ﹤0.01% 1043

Other funds holding VVV

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Sequoia Financial Advisors's VVV Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Valvoline (VVV) stake by 0.18% in Q2 2026, buying an estimated $417 and bringing the position to 6,752 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #1762.

Sequoia Financial Advisors first reported a position in VVV in Q4 2023 and has held it in 10 quarters since. The position peaked at $401K in Q2 2024. 47 funds tracked by Wall St. Rank hold VVV as of Q2 2026.

  • Sequoia Financial Advisors held 6,752 shares of Valvoline worth $267K as of Q2 2026.
  • Sequoia Financial Advisors bought 12 Valvoline shares in Q2 2026, an estimated $417.
  • Valvoline made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1762 holding.
  • Sequoia Financial Advisors first reported a position in Valvoline in Q4 2023 and has held it in 10 quarters since.
  • Sequoia Financial Advisors's Valvoline position peaked at $401K in Q2 2024.
  • 47 funds tracked by Wall St. Rank held Valvoline as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.