Position in VVV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,825,601
+$270,562 QoQ
Shares Held
46,171
0.0% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#159
of 447 holders
Holding Since
Dec 2024
7 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, 2026Charter Oak Advisors LP holds $1,825,601 across 1 Auto & Truck Dealerships name. VVV ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VVV |
Valvoline Inc
This page
|
46,171 | $1,825,601 |
All Filings in VVV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,825,601 | 46,171 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,555,039 | 46,171 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,404,989 | 117,171 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,207,610 | 117,171 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,437,265 | 117,171 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,078,722 | 117,171 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $11,702,710 | 323,458 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||