Charter Oak Advisors LP VVV Holdings History
Number of Shares
117,171.00
Current Holdings Value*
$4.08 Mil
% of Portfolio
2.91%
Total Estimate Gain
$-1.01 Mil
% of Total Estimate Gain
-7.79%
Charter Oak Advisors LP's Valvoline Inc Holding Summary
As of 2025-03-31, Charter Oak Advisors LP held 117,171.00 shares of Valvoline Inc(VVV), totaling $4.08 Mil. This investment constitutes 2.91% of their stock portfolio, and Charter Oak Advisors LP now holds 0.09% of the outstanding Valvoline Inc(VVV) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $36.50 for 206,287.00 shares. Based on historical transaction data and VVV's current price of $37.54, Charter Oak Advisors LP's estimated gain on his VVV holdings is $-1.01 Mil, reflecting a -7.79% gain to date.
Charter Oak Advisors LP VVV ($37.54) Holding Chart
Charter Oak Advisors LP VVV ($37.54) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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