Trek Financial LLC Has $1.91 Million Stock Holdings in Chevron Corporation $CVX

Posted by Hanz Christensen on Jan 25th, 2026

Trek Financial LLC raised its position in Chevron Corporation (NYSE:CVX – Free Report) by 40.1% during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 12,274 shares of the oil and gas company’s stock after acquiring an additional 3,510 shares during the period. Trek Financial LLC’s holdings in Chevron were worth $1,906,000 as of its most recent filing with the SEC.

Several other hedge funds also recently made changes to their positions in CVX. Quaker Wealth Management LLC grew its position in Chevron by 197.7% in the second quarter. Quaker Wealth Management LLC now owns 217 shares of the oil and gas company’s stock valued at $31,000 after purchasing an additional 439 shares in the last quarter. Decker Retirement Planning Inc. acquired a new position in shares of Chevron during the 3rd quarter worth about $34,000. Vermillion & White Wealth Management Group LLC boosted its stake in shares of Chevron by 86.1% during the 2nd quarter. Vermillion & White Wealth Management Group LLC now owns 255 shares of the oil and gas company’s stock worth $37,000 after buying an additional 118 shares during the last quarter. Marquette Asset Management LLC bought a new position in shares of Chevron in the 3rd quarter valued at about $41,000. Finally, IMG Wealth Management Inc. increased its position in shares of Chevron by 52.3% in the second quarter. IMG Wealth Management Inc. now owns 265 shares of the oil and gas company’s stock valued at $38,000 after acquiring an additional 91 shares during the last quarter. 72.42% of the stock is owned by institutional investors.

Chevron Stock Performance

Shares of NYSE CVX opened at $166.74 on Friday. The company has a current ratio of 1.15, a quick ratio of 0.86 and a debt-to-equity ratio of 0.19. The company has a market capitalization of $335.73 billion, a P/E ratio of 23.45, a P/E/G ratio of 10.91 and a beta of 0.70. Chevron Corporation has a 12 month low of $132.04 and a 12 month high of $169.37. The stock has a 50 day moving average of $154.52 and a 200-day moving average of $154.83.

Chevron (NYSE:CVX – Get Free Report) last posted its quarterly earnings results on Friday, October 31st. The oil and gas company reported $1.85 earnings per share for the quarter, beating analysts’ consensus estimates of $1.71 by $0.14. Chevron had a return on equity of 8.74% and a net margin of 6.57%.The business had revenue of $48.17 billion for the quarter, compared to analysts’ expectations of $46.99 billion. During the same quarter in the prior year, the business earned $2.48 EPS. The firm’s revenue for the quarter was down 1.9% on a year-over-year basis. As a group, equities research analysts predict that Chevron Corporation will post 10.79 EPS for the current year.

Chevron Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, December 10th. Stockholders of record on Tuesday, November 18th were paid a dividend of $1.71 per share. This represents a $6.84 dividend on an annualized basis and a dividend yield of 4.1%. The ex-dividend date was Tuesday, November 18th. Chevron’s dividend payout ratio (DPR) is currently 96.20%.

Key Stories Impacting Chevron

Here are the key news stories impacting Chevron this week:

Positive Sentiment: Heavy options activity suggests institutional bullishness — Benzinga reports “smart money” is placing large bets in CVX options, which can signal traders positioning for upside or volatility. Smart Money Is Betting Big In CVX Options
Positive Sentiment: Broker upgrades/target increases are lifting sentiment — JPMorgan upgraded CVX and Scotiabank raised its target to $168, providing analyst support for the stock. Chevron Stock Rating Upgraded by JPMorgan Chase & Co. Scotiabank raises CVX target to $168
Positive Sentiment: Portfolio moves and buy-side commentary emphasize CVX’s yield and balance-sheet strength — The Motley Fool and dividend-screen lists continue to feature Chevron as an income pick, which can attract long-term income-focused buyers. 3 Reasons to Buy Chevron Stock Like There’s No Tomorrow Best Dividend Stocks to Buy in 2026
Positive Sentiment: Asset-sale progress to streamline portfolio — Chevron expects to conclude the sale of its Singapore refining stake by Q1, which could free cash and improve capital allocation. Chevron Plans to Conclude Sale of Singapore Assets by Q1 FY26
Neutral Sentiment: Longer-term catalysts under review — Coverage pieces highlight Leviathan expansion, progress on Venezuela exposure and post‑Hess integration as potential longer-term upside drivers; these are not immediate earnings drivers but could affect valuation over time. Chevron (CVX) Valuation Check After Leviathan Expansion U.S. Moves on Venezuela and Leviathan Gas Might Change The Case For Investing In Chevron
Neutral Sentiment: Analyst commentary roundup — The Globe and Mail and other outlets are publishing analyst insights on CVX; useful for context but not single‑handedly market moving. Analysts Offer Insights on Energy Companies: Chevron (CVX)
Negative Sentiment: Operational disruption at Tengiz is a near-term headwind — Chevron says production at the large Tengiz field in Kazakhstan has not resumed following a recent shutdown, which could trim volumes and revenue while outage persists. Kazakhstan’s Tengiz oil production has not yet resumed, Chevron says
Negative Sentiment: Q4 earnings expectations look weak — A Zacks preview notes Chevron lacks the key ingredients for an earnings beat and Q4 EPS are expected to decline, which raises the risk of a disappointed reaction when the company reports. Earnings Preview: Chevron (CVX) Q4 Earnings Expected to Decline

Insider Activity at Chevron

In other news, Director John B. Hess sold 275,000 shares of the business’s stock in a transaction that occurred on Thursday, November 20th. The stock was sold at an average price of $150.75, for a total transaction of $41,456,250.00. Following the completion of the sale, the director owned 1,128,045 shares in the company, valued at $170,052,783.75. The trade was a 19.60% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CEO Michael K. Wirth sold 320,700 shares of the company’s stock in a transaction that occurred on Monday, January 5th. The shares were sold at an average price of $162.99, for a total value of $52,270,893.00. Following the completion of the transaction, the chief executive officer directly owned 14,450 shares in the company, valued at $2,355,205.50. The trade was a 95.69% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 635,190 shares of company stock worth $100,254,408. 0.21% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

CVX has been the topic of several analyst reports. Morgan Stanley dropped their target price on Chevron from $180.00 to $174.00 and set an “overweight” rating on the stock in a report on Friday. Hsbc Global Res upgraded Chevron from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 1st. Scotiabank reissued a “sector perform” rating and issued a $168.00 price objective on shares of Chevron in a report on Friday, January 16th. Citigroup decreased their target price on shares of Chevron from $185.00 to $179.00 and set a “buy” rating for the company in a research note on Monday, January 5th. Finally, Freedom Capital downgraded shares of Chevron from a “hold” rating to a “strong sell” rating in a report on Tuesday, January 6th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, seven have given a Hold rating and four have assigned a Sell rating to the company. According to MarketBeat, Chevron currently has an average rating of “Hold” and an average target price of $170.00.

Get Our Latest Research Report on CVX

About Chevron

(Free Report)

Chevron Corporation (NYSE: CVX) is an American multinational energy company engaged in virtually all aspects of the oil and gas industry. As an integrated energy firm, Chevron’s core activities include upstream oil and natural gas exploration and production, midstream transportation and storage, downstream refining and marketing of fuels and lubricants, and petrochemical manufacturing through joint ventures and subsidiaries. The company markets fuels under brands such as Chevron, Texaco and Caltex and supplies a range of products and services to retail customers, industrial users and commercial fleets worldwide.

Chevron traces its corporate lineage to the early petroleum companies that eventually became Standard Oil of California and has evolved through significant mergers and restructurings, including the acquisitions of Gulf Oil and Texaco.