Sunbeam Capital Management’s Chevron CVX Stock Holding History

Sunbeam Capital Management’s Portfolio CVX Stock Details CVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$686K	Sell	3,357 -264	-7%	-$52K	0.31%	59
2026 Q2	$600K	Buy	3,621 +478	+15%	+$89K	0.27%	70
2026 Q1	$650K	Buy	3,143 +65	+2%	+$11.9K	0.37%	56
2025 Q4	$469K	Sell	3,078 -163	-5%	-$24.8K	0.28%	63
2025 Q3	$503K	Buy	3,241 +208	+7%	+$32.2K	0.31%	56
2025 Q2	$434K	Buy	3,033 +25	+0.8%	+$3.52K	0.33%	53
2025 Q1	$503K	Buy	3,008 +73	+2%	+$11.4K	0.48%	41
2024 Q4	$425K	Buy	+2,935	New	+$449K	0.39%	44

Other funds holding CVX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Sunbeam Capital Management's CVX Position: Q3 2026 in Review

Sunbeam Capital Management reduced its Chevron (CVX) stake by 7.3% in Q3 2026, selling an estimated $52K and leaving 3,357 shares worth $686K. The position accounts for 0.31% of the portfolio, ranked #59.

Sunbeam Capital Management first reported a position in CVX in Q4 2024 and has held it in 8 quarters since. 2,709 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Sunbeam Capital Management held 3,357 shares of Chevron worth $686K as of Q3 2026.
Sunbeam Capital Management sold 264 Chevron shares in Q3 2026, an estimated $52K.
Chevron made up 0.31% of Sunbeam Capital Management's portfolio in Q3 2026, its #59 holding.
Sunbeam Capital Management first reported a position in Chevron in Q4 2024 and has held it in 8 quarters since.
2,709 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Sunbeam Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.