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FIRST FOUNDATION ADVISORS: CVX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST FOUNDATION ADVISORS on CVX, newest first. How the timeline and the estimate are built.

FIRST FOUNDATION ADVISORS held 26,696 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,696 shares
    Change vs previous 13F -2,280 shares

    0.16% of the 13F portfolio, value $4,425,080.

    13F-HR 0001086763-26-000005 filed by FIRST FOUNDATION ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 28,976 shares
    Change vs previous 13F -16,553 shares

    0.24% of the 13F portfolio, value $5,995,222.

    13F-HR 0001086763-26-000003 filed by FIRST FOUNDATION ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 45,529 shares
    Change vs previous 13F +8,432 shares

    0.26% of the 13F portfolio, value $6,939,014.

    13F-HR 0001086763-26-000002 filed by FIRST FOUNDATION ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 37,097 shares
    Change vs previous 13F +6,038 shares

    0.21% of the 13F portfolio, value $5,760,738.

    13F-HR 0001086763-25-000016 filed by FIRST FOUNDATION ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 31,059 shares
    Change vs previous 13F +2,674 shares

    0.16% of the 13F portfolio, value $4,447,301.

    13F-HR 0001086763-25-000012 filed by FIRST FOUNDATION ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 28,385 shares
    Change vs previous 13F -6,855 shares

    0.19% of the 13F portfolio, value $4,748,593.

    13F-HR 0001086763-25-000007 filed by FIRST FOUNDATION ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 35,240 shares
    Change vs previous 13F -60,092 shares

    0.19% of the 13F portfolio, value $5,104,164.

    13F-HR 0001086763-25-000003 filed by FIRST FOUNDATION ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 95,332 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $14,039,471.

    13F-HR 0001086763-24-000021 filed by FIRST FOUNDATION ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).