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 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sunbeam Capital Management's CVX Position: Q2 2026 in Review

Sunbeam Capital Management increased its Chevron (CVX) stake by 15% in Q2 2026, buying an estimated $89K and bringing the position to 3,621 shares worth $600K. The position accounts for 0.27% of the portfolio, ranked #70.

Sunbeam Capital Management first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $650K in Q1 2026. 2,044 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Sunbeam Capital Management held 3,621 shares of Chevron worth $600K as of Q2 2026.
Sunbeam Capital Management bought 478 Chevron shares in Q2 2026, an estimated $89K.
Chevron made up 0.27% of Sunbeam Capital Management's portfolio in Q2 2026, its #70 holding.
Sunbeam Capital Management first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
Sunbeam Capital Management's Chevron position peaked at $650K in Q1 2026.
2,044 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.