MPS Loria Financial Planners’s Chevron CVX Stock Holding History

MPS Loria Financial Planners’s Portfolio CVX Stock Details CVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.12M	Buy	12,787 +4	+0%	+$745	0.49%	18
2026 Q1	$2.64M	Buy	12,783 +3	+0%	+$547	0.7%	15
2025 Q4	$1.95M	Buy	+12,780	New	+$1.95M	0.5%	19
2021 Q2	–	Sell	-585	Closed	-$61K	–	216
2021 Q1	$61K	Hold	585	–	–	0.03%	148
2020 Q4	$50K	Buy	585 +357	+157%	+$28.9K	0.02%	160
2020 Q3	$16K	Hold	228	–	–	0.01%	210
2020 Q2	$20K	Buy	+228	New	+$20.4K	0.01%	200
2019 Q3	–	Sell	-14,228	Closed	-$1.77M	–	70
2019 Q2	$1.77M	Hold	14,228	–	–	1.13%	10
2019 Q1	$1.75M	Hold	14,228	–	–	1.16%	10
2018 Q4	$1.55M	Sell	14,228 -1,000	-7%	-$116K	1.11%	13
2018 Q3	$1.86M	Sell	15,228 -1,000	-6%	-$121K	1.17%	12
2018 Q2	$2.05M	Sell	16,228 -1,000	-6%	-$124K	2.07%	8
2018 Q1	$1.97M	Sell	17,228 -500	-3%	-$59.8K	1.39%	11
2017 Q4	$2.22M	Sell	17,728 -808	-4%	-$95.8K	1.52%	10
2017 Q3	$2.18M	Sell	18,536 -1,000	-5%	-$109K	1.56%	11
2017 Q2	$2.12M	Buy	+19,536	New	+$2.07M	1.42%	11

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

MPS Loria Financial Planners's CVX Position: Q2 2026 in Review

MPS Loria Financial Planners increased its Chevron (CVX) stake by 0.03% in Q2 2026, buying an estimated $745 and bringing the position to 12,787 shares worth $2.12M. The position accounts for 0.49% of the portfolio, ranked #18.

MPS Loria Financial Planners first reported a position in CVX in Q2 2017 and has held it in 16 quarters since. The position peaked at $2.64M in Q1 2026. 4,130 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

MPS Loria Financial Planners held 12,787 shares of Chevron worth $2.12M as of Q2 2026.
MPS Loria Financial Planners bought 4 Chevron shares in Q2 2026, an estimated $745.
Chevron made up 0.49% of MPS Loria Financial Planners's portfolio in Q2 2026, its #18 holding.
MPS Loria Financial Planners first reported a position in Chevron in Q2 2017 and has held it in 16 quarters since.
MPS Loria Financial Planners's Chevron position peaked at $2.64M in Q1 2026.
4,130 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on MPS Loria Financial Planners's 13F filing for Q2 2026, filed 30 Jul 2026.