MPS Loria Financial Planners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.95M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $61K | Hold |
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|
2020
Q4 | $50K | Buy |
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|
2020
Q3 | $16K | Hold |
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|
2020
Q2 | $20K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.77M | Hold |
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|
2019
Q1 | $1.75M | Hold |
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|
2018
Q4 | $1.55M | Sell |
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|
2018
Q3 | $1.86M | Sell |
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|
2018
Q2 | $2.05M | Sell |
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|
2018
Q1 | $1.97M | Sell |
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|
2017
Q4 | $2.22M | Sell |
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|
2017
Q3 | $2.18M | Sell |
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|
2017
Q2 | $2.12M | Buy |
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