First Foundation Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6M | Sell |
28,976
-16,553
| -36% | -$3.02M | 0.24% | 69 |
|
|
2025
Q4 | $6.94M | Buy |
45,529
+8,432
| +23% | +$1.28M | 0.26% | 65 |
|
|
2025
Q3 | $5.76M | Buy |
37,097
+6,038
| +19% | +$935K | 0.21% | 72 |
|
|
2025
Q2 | $4.45M | Buy |
31,059
+2,674
| +9% | +$377K | 0.16% | 91 |
|
|
2025
Q1 | $4.75M | Sell |
28,385
-6,855
| -19% | -$1.07M | 0.19% | 84 |
|
|
2024
Q4 | $5.1M | Sell |
35,240
-60,092
| -63% | -$9.2M | 0.19% | 83 |
|
|
2024
Q3 | $14M | Sell |
95,332
-13,166
| -12% | -$1.96M | 0.53% | 45 |
|
|
2024
Q2 | $17M | Sell |
108,498
-1,457
| -1% | -$232K | 0.65% | 39 |
|
|
2024
Q1 | $17.3M | Sell |
109,955
-8,771
| -7% | -$1.32M | 0.69% | 36 |
|
|
2023
Q4 | $17.7M | Sell |
118,726
-14,585
| -11% | -$2.21M | 0.81% | 32 |
|
|
2023
Q3 | $22.5M | Sell |
133,311
-11,781
| -8% | -$1.9M | 1.05% | 21 |
|
|
2023
Q2 | $22.8M | Buy |
145,092
+197
| +0.1% | +$31.6K | 0.99% | 22 |
|
|
2023
Q1 | $23.6M | Sell |
144,895
-1,277
| -0.9% | -$214K | 1.09% | 20 |
|
|
2022
Q4 | $26.2M | Buy |
146,172
+31,299
| +27% | +$5.46M | 1.26% | 20 |
|
|
2022
Q3 | $16.5M | Buy |
114,873
+78,628
| +217% | +$12M | 0.81% | 33 |
|
|
2022
Q2 | $5.25M | Buy |
36,245
+1,202
| +3% | +$199K | 0.23% | 72 |
|
|
2022
Q1 | $5.71M | Sell |
35,043
-10,247
| -23% | -$1.47M | 0.21% | 72 |
|
|
2021
Q4 | $5.32M | Sell |
45,290
-11,465
| -20% | -$1.3M | 0.18% | 77 |
|
|
2021
Q3 | $5.76M | Buy |
56,755
+5,518
| +11% | +$550K | 0.21% | 74 |
|
|
2021
Q2 | $5.37M | Buy |
51,237
+6,692
| +15% | +$706K | 0.21% | 77 |
|
|
2021
Q1 | $4.67M | Sell |
44,545
-2,370
| -5% | -$231K | 0.2% | 76 |
|
|
2020
Q4 | $3.96M | Sell |
46,915
-4,555
| -9% | -$369K | 0.18% | 80 |
|
|
2020
Q3 | $3.71M | Buy |
51,470
+3,238
| +7% | +$272K | 0.17% | 77 |
|
|
2020
Q2 | $4.3M | Sell |
48,232
-4,740
| -9% | -$424K | 0.22% | 68 |
|
|
2020
Q1 | $3.84M | Buy |
52,972
+4,153
| +9% | +$410K | 0.24% | 66 |
|
|
2019
Q4 | $5.88M | Sell |
48,819
-8,422
| -15% | -$992K | 0.29% | 64 |
|
|
2019
Q3 | $6.79M | Buy |
57,241
+783
| +1% | +$95.1K | 0.36% | 57 |
|
|
2019
Q2 | $7.03M | Buy |
56,458
+15,058
| +36% | +$1.82M | 0.39% | 56 |
|
|
2019
Q1 | $5.1M | Buy |
41,400
+916
| +2% | +$108K | 0.3% | 64 |
|
|
2018
Q4 | $4.4M | Sell |
40,484
-1,527
| -4% | -$177K | 0.28% | 63 |
|
|
2018
Q3 | $5.14M | Buy |
42,011
+11,029
| +36% | +$1.34M | 0.28% | 58 |
|
|
2018
Q2 | $3.92M | Buy |
30,982
+7,600
| +33% | +$943K | 0.23% | 68 |
|
|
2018
Q1 | $2.67M | Buy |
23,382
+705
| +3% | +$84.3K | 0.15% | 90 |
|
|
2017
Q4 | $2.84M | Buy |
22,677
+700
| +3% | +$83K | 0.15% | 92 |
|
|
2017
Q3 | $2.58M | Buy |
21,977
+4,684
| +27% | +$511K | 0.15% | 87 |
|
|
2017
Q2 | $1.8M | Buy |
17,293
+445
| +3% | +$47.1K | 0.11% | 115 |
|
|
2017
Q1 | $1.81M | Buy |
16,848
+1,068
| +7% | +$120K | 0.11% | 105 |
|
|
2016
Q4 | $1.86M | Sell |
15,780
-1,690
| -10% | -$184K | 0.12% | 107 |
|
|
2016
Q3 | $1.8M | Buy |
17,470
+1,722
| +11% | +$176K | 0.12% | 104 |
|
|
2016
Q2 | $1.65M | Sell |
15,748
-5,976
| -28% | -$601K | 0.12% | 102 |
|
|
2016
Q1 | $2.07M | Buy |
21,724
+1,308
| +6% | +$114K | 0.15% | 87 |
|
|
2015
Q4 | $1.84M | Sell |
20,416
-2,319
| -10% | -$209K | 0.13% | 97 |
|
|
2015
Q3 | $1.79M | Sell |
22,735
-1,888
| -8% | -$159K | 0.15% | 88 |
|
|
2015
Q2 | $2.38M | Sell |
24,623
-6,024
| -20% | -$633K | 0.19% | 71 |
|
|
2015
Q1 | $3.22M | Buy |
30,647
+4,854
| +19% | +$518K | 0.27% | 58 |
|
|
2014
Q4 | $2.89M | Buy |
25,793
+729
| +3% | +$82.8K | 0.25% | 61 |
|
|
2014
Q3 | $2.99M | Sell |
25,064
-4,313
| -15% | -$550K | 0.3% | 49 |
|
|
2014
Q2 | $3.83M | Buy |
29,377
+2,082
| +8% | +$259K | 0.42% | 42 |
|
|
2014
Q1 | $3.25M | Sell |
27,295
-2,402
| -8% | -$279K | 0.4% | 42 |
|
|
2013
Q4 | $3.71M | Sell |
29,697
-45,891
| -61% | -$5.55M | 0.5% | 41 |
|
|
2013
Q3 | $9.18M | Buy |
75,588
+50,338
| +199% | +$6.19M | 1.43% | 33 |
|
|
2013
Q2 | $2.99M | Buy |
+25,250
| New | +$3.05M | 0.59% | 37 |
|
Other funds holding CVX
VCM
VPM
First Foundation Advisors's CVX Position: Q1 2026 in Review
First Foundation Advisors reduced its Chevron (CVX) stake by 36% in Q1 2026, selling an estimated $3.02M and leaving 28,976 shares worth $6M. The position accounts for 0.24% of the portfolio, ranked #69.
First Foundation Advisors first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. The position peaked at $26.2M in Q4 2022. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- First Foundation Advisors held 28,976 shares of Chevron worth $6M as of Q1 2026.
- First Foundation Advisors sold 16,553 Chevron shares in Q1 2026, an estimated $3.02M.
- Chevron made up 0.24% of First Foundation Advisors's portfolio in Q1 2026, its #69 holding.
- First Foundation Advisors first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
- First Foundation Advisors's Chevron position peaked at $26.2M in Q4 2022.
- 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.