Position in CVX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,425,128
-$1,570,006 QoQ
Shares Held
26,696
-7.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,205
of 4,105 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026FIRST FOUNDATION ADVISORS holds $15,095,660 across 4 Oil & Gas Integrated names. CVX ranks #2 (29.3% of the industry book) .
All Filings in CVX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,425,128 | 26,696 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $5,995,134 | 28,976 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $6,939,074 | 45,529 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $5,760,793 | 37,097 | Shares | Defined | 2025-11-17 | |
| 2025-06-30 | $4,447,337 | 31,059 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,748,525 | 28,385 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $5,104,161 | 35,240 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $14,039,542 | 95,332 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $16,971,256 | 108,498 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $17,344,300 | 109,955 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $17,709,169 | 118,726 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $22,478,900 | 133,311 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $22,830,226 | 145,092 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $23,641,068 | 144,895 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $26,236,412 | 146,172 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $16,503,803 | 114,873 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,247,551 | 36,245 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,706,051 | 35,043 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $5,314,781 | 45,290 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,757,794 | 56,755 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,366,563 | 51,237 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,667,870 | 44,545 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $3,961,971 | 46,915 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,705,840 | 51,470 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,303,741 | 48,232 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,838,351 | 52,972 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||