Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| CHEVRON CORP | 17,420 | reported | 27 May 2026 | tx 19+20,324 |
| CATERPILLAR INC | 12,876 | reported | 11 Jun 2025 | tx 29+16,856 |
| Avery Dennison Corp | 4,566 | reported | 12 Aug 2011 | tx 17+30,530.53−4,566 |
| HALLIBURTON CO | 4,221 | reported | 01 Aug 2018 | tx 64+85,569.55−28,000 |
| LOCKHEED MARTIN CORP | 3,039.14 | reported | 13 Feb 2026 | tx 8+2,777.01 |
| SEMPRA | 0 | reported | 09 Nov 2018 | tx 136+721,126.75−832,385.27 |
| GENENTECH INC | 0 | reported | 26 Mar 2009 | tx 7+41,000−71,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 27 May 2026 | GRANT_AWARD | CHEVRON CORP | 1,272 | 0.00 USD | |
| 13 Feb 2026 | GRANT_AWARD | LOCKHEED MARTIN CORP | 260.5 | — | deriv |
| 18 Jul 2025 | GRANT_AWARD | CHEVRON CORP | 316 | 0.00 USD | |
| 11 Jun 2025 | GRANT_AWARD | CATERPILLAR INC | 482 | 352.53 USD | |
| 28 May 2025 | GRANT_AWARD | CHEVRON CORP | 1,704 | 0.00 USD | |
| 14 Feb 2025 | GRANT_AWARD | LOCKHEED MARTIN CORP | 401.71 | — | deriv |
| 12 Jun 2024 | GRANT_AWARD | CATERPILLAR INC | 517 | 328.73 USD | |
| 29 May 2024 | GRANT_AWARD | CHEVRON CORP | 1,477 | 0.00 USD | |
| 15 Feb 2024 | GRANT_AWARD | LOCKHEED MARTIN CORP | 401.78 | — | deriv |
| 14 Jun 2023 | GRANT_AWARD | CATERPILLAR INC | 698 | 243.32 USD | |
| 31 May 2023 | GRANT_AWARD | CHEVRON CORP | 1,534 | 0.00 USD | |
| 15 Feb 2023 | GRANT_AWARD | LOCKHEED MARTIN CORP | 353.79 | — | deriv |
| 08 Jun 2022 | GRANT_AWARD | CATERPILLAR INC | 816 | 229.80 USD | |
| 25 May 2022 | GRANT_AWARD | CHEVRON CORP | 1,303 | 0.00 USD | |
| 31 Jan 2022 | GRANT_AWARD | LOCKHEED MARTIN CORP | 417.6 | — | deriv |
| 26 May 2021 | GRANT_AWARD | CHEVRON CORP | 2,166 | 0.00 USD | |
| 01 Mar 2021 | GRANT_AWARD | CATERPILLAR INC | 683 | 0.00 USD | |
| 05 Oct 2020 | GRANT_AWARD | CHEVRON CORP | 25 | 0.00 USD | |
| 01 Feb 2021 | GRANT_AWARD | LOCKHEED MARTIN CORP | 501.5 | — | deriv |
| 28 Aug 2020 | OTHER | CHEVRON CORP | 73 | 85.63 USD | deriv |
| 01 Jun 2020 | OTHER | CHEVRON CORP | 202 | 92.79 USD | deriv |
| 27 May 2020 | GRANT_AWARD | CHEVRON CORP | 2,411 | 0.00 USD | |
| 02 Mar 2020 | OTHER | CHEVRON CORP | 194 | 96.59 USD | deriv |
| 02 Mar 2020 | GRANT_AWARD | CATERPILLAR INC | 1,176 | 0.00 USD | |
| 30 Jan 2020 | GRANT_AWARD | LOCKHEED MARTIN CORP | 372.79 | — | deriv |