Sunbeam Capital Management’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$434K Buy
3,033
+25
+0.8% +$3.58K 0.33% 53
2025
Q1
$503K Buy
3,008
+73
+2% +$12.2K 0.48% 41
2024
Q4
$425K Buy
+2,935
New +$425K 0.39% 44