FFA
First Foundation Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.45M | Buy |
31,059
+2,674
| +9% | +$383K | 0.16% | 91 |
|
|
2025
Q1 | $4.75M | Sell |
28,385
-6,855
| -19% | -$1.15M | 0.19% | 84 |
|
|
2024
Q4 | $5.1M | Sell |
35,240
-60,092
| -63% | -$8.7M | 0.19% | 83 |
|
|
2024
Q3 | $14M | Sell |
95,332
-13,166
| -12% | -$1.94M | 0.53% | 45 |
|
|
2024
Q2 | $17M | Sell |
108,498
-1,457
| -1% | -$228K | 0.65% | 39 |
|
|
2024
Q1 | $17.3M | Sell |
109,955
-8,771
| -7% | -$1.38M | 0.69% | 36 |
|
|
2023
Q4 | $17.7M | Sell |
118,726
-14,585
| -11% | -$2.18M | 0.81% | 32 |
|
|
2023
Q3 | $22.5M | Sell |
133,311
-11,781
| -8% | -$1.99M | 1.05% | 21 |
|
|
2023
Q2 | $22.8M | Buy |
145,092
+197
| +0.1% | +$31K | 0.99% | 22 |
|
|
2023
Q1 | $23.6M | Sell |
144,895
-1,277
| -0.9% | -$208K | 1.09% | 20 |
|
|
2022
Q4 | $26.2M | Buy |
146,172
+31,299
| +27% | +$5.62M | 1.26% | 20 |
|
|
2022
Q3 | $16.5M | Buy |
114,873
+78,628
| +217% | +$11.3M | 0.81% | 33 |
|
|
2022
Q2 | $5.25M | Buy |
36,245
+1,202
| +3% | +$174K | 0.23% | 72 |
|
|
2022
Q1 | $5.71M | Sell |
35,043
-10,247
| -23% | -$1.67M | 0.21% | 72 |
|
|
2021
Q4 | $5.32M | Sell |
45,290
-11,465
| -20% | -$1.35M | 0.18% | 77 |
|
|
2021
Q3 | $5.76M | Buy |
56,755
+5,518
| +11% | +$560K | 0.21% | 74 |
|
|
2021
Q2 | $5.37M | Buy |
51,237
+6,692
| +15% | +$701K | 0.21% | 77 |
|
|
2021
Q1 | $4.67M | Sell |
44,545
-2,370
| -5% | -$248K | 0.2% | 76 |
|
|
2020
Q4 | $3.96M | Sell |
46,915
-4,555
| -9% | -$385K | 0.18% | 80 |
|
|
2020
Q3 | $3.71M | Buy |
51,470
+3,238
| +7% | +$233K | 0.17% | 77 |
|
|
2020
Q2 | $4.3M | Sell |
48,232
-4,740
| -9% | -$423K | 0.22% | 68 |
|
|
2020
Q1 | $3.84M | Buy |
52,972
+4,153
| +9% | +$301K | 0.24% | 66 |
|
|
2019
Q4 | $5.88M | Sell |
48,819
-8,422
| -15% | -$1.01M | 0.29% | 64 |
|
|
2019
Q3 | $6.79M | Buy |
57,241
+783
| +1% | +$92.9K | 0.36% | 57 |
|
|
2019
Q2 | $7.03M | Buy |
56,458
+15,058
| +36% | +$1.87M | 0.39% | 56 |
|
|
2019
Q1 | $5.1M | Buy |
41,400
+916
| +2% | +$113K | 0.3% | 64 |
|
|
2018
Q4 | $4.4M | Sell |
40,484
-1,527
| -4% | -$166K | 0.28% | 63 |
|
|
2018
Q3 | $5.14M | Buy |
42,011
+11,029
| +36% | +$1.35M | 0.28% | 58 |
|
|
2018
Q2 | $3.92M | Buy |
30,982
+7,600
| +33% | +$961K | 0.23% | 68 |
|
|
2018
Q1 | $2.67M | Buy |
23,382
+705
| +3% | +$80.4K | 0.15% | 90 |
|
|
2017
Q4 | $2.84M | Buy |
22,677
+700
| +3% | +$87.6K | 0.15% | 92 |
|
|
2017
Q3 | $2.58M | Buy |
21,977
+4,684
| +27% | +$550K | 0.15% | 87 |
|
|
2017
Q2 | $1.8M | Buy |
17,293
+445
| +3% | +$46.4K | 0.11% | 115 |
|
|
2017
Q1 | $1.81M | Buy |
16,848
+1,068
| +7% | +$115K | 0.11% | 105 |
|
|
2016
Q4 | $1.86M | Sell |
15,780
-1,690
| -10% | -$199K | 0.12% | 107 |
|
|
2016
Q3 | $1.8M | Buy |
17,470
+1,722
| +11% | +$177K | 0.12% | 104 |
|
|
2016
Q2 | $1.65M | Sell |
15,748
-5,976
| -28% | -$627K | 0.12% | 102 |
|
|
2016
Q1 | $2.07M | Buy |
21,724
+1,308
| +6% | +$125K | 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% | -$149K | 0.15% | 88 |
|
|
2015
Q2 | $2.38M | Sell |
24,623
-6,024
| -20% | -$581K | 0.19% | 71 |
|
|
2015
Q1 | $3.22M | Buy |
30,647
+4,854
| +19% | +$510K | 0.27% | 58 |
|
|
2014
Q4 | $2.89M | Buy |
25,793
+729
| +3% | +$81.8K | 0.25% | 61 |
|
|
2014
Q3 | $2.99M | Sell |
25,064
-4,313
| -15% | -$515K | 0.3% | 49 |
|
|
2014
Q2 | $3.84M | Buy |
29,377
+2,082
| +8% | +$272K | 0.42% | 42 |
|
|
2014
Q1 | $3.25M | Sell |
27,295
-2,402
| -8% | -$286K | 0.4% | 42 |
|
|
2013
Q4 | $3.71M | Sell |
29,697
-45,891
| -61% | -$5.73M | 0.5% | 41 |
|
|
2013
Q3 | $9.18M | Buy |
75,588
+50,338
| +199% | +$6.12M | 1.43% | 33 |
|
|
2013
Q2 | $2.99M | Buy |
+25,250
| New | +$2.99M | 0.59% | 37 |
|