Summit Trail Advisors’s Valvoline VVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.4M Buy
2025
Q2
$779K Buy
2025
Q1
$258K Sell
2024
Q4
$284K Sell
2024
Q3
$413K Sell
2024
Q2
$523K Buy
2024
Q1
$483K Sell
2023
Q4
$411K Buy
2023
Q3
$237K Buy
2018
Q3
Sell
2018
Q2
$20K Buy
2018
Q1
Sell
2017
Q4
$1K Buy