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 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MPS Loria Financial Planners's CVX Position: Q1 2026 in Review

MPS Loria Financial Planners increased its Chevron (CVX) stake by 0.02% in Q1 2026, buying an estimated $547 and bringing the position to 12,783 shares worth $2.64M. The position accounts for 0.7% of the portfolio, ranked #15.

MPS Loria Financial Planners first reported a position in CVX in Q2 2017 and has held it in 15 quarters since. 4,269 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

MPS Loria Financial Planners held 12,783 shares of Chevron worth $2.64M as of Q1 2026.
MPS Loria Financial Planners bought 3 Chevron shares in Q1 2026, an estimated $547.
Chevron made up 0.7% of MPS Loria Financial Planners's portfolio in Q1 2026, its #15 holding.
MPS Loria Financial Planners first reported a position in Chevron in Q2 2017 and has held it in 15 quarters since.
4,269 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on MPS Loria Financial Planners's 13F filing for Q1 2026, filed 8 May 2026.