Chevron Corporation $CVX Stock Holdings Boosted by Partners in Financial Planning

Partners in Financial Planning increased its position in Chevron Corporation (NYSE:CVX) by 259.2% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 7,633 shares of the oil and gas company’s stock after acquiring an additional 5,508 shares during the period. Partners in Financial Planning’s holdings in Chevron were worth $1,185,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of CVX. Vanguard Group Inc. raised its holdings in shares of Chevron by 17.9% during the third quarter. Vanguard Group Inc. now owns 183,790,028 shares of the oil and gas company’s stock valued at $28,540,753,000 after buying an additional 27,961,463 shares during the last quarter. Norges Bank bought a new position in Chevron in the 2nd quarter worth approximately $2,721,477,000. Bank of New York Mellon Corp increased its position in Chevron by 27.9% in the 3rd quarter. Bank of New York Mellon Corp now owns 19,627,146 shares of the oil and gas company’s stock valued at $3,047,900,000 after acquiring an additional 4,279,918 shares during the period. Laurel Wealth Advisors LLC raised its stake in Chevron by 14,194.2% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 3,722,217 shares of the oil and gas company’s stock valued at $532,984,000 after acquiring an additional 3,696,177 shares in the last quarter. Finally, Berkshire Hathaway Inc raised its stake in Chevron by 2.9% during the 2nd quarter. Berkshire Hathaway Inc now owns 122,064,792 shares of the oil and gas company’s stock valued at $17,478,458,000 after acquiring an additional 3,454,258 shares in the last quarter. 72.42% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, Vice Chairman Mark A. Nelson sold 45,800 shares of the business’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $174.17, for a total transaction of $7,976,986.00. Following the sale, the insider directly owned 7,161 shares of the company’s stock, valued at $1,247,231.37. The trade was a 86.48% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CFO Eimear P. Bonner sold 32,100 shares of the company’s stock in a transaction on Friday, January 30th. The shares were sold at an average price of $175.01, for a total value of $5,617,821.00. Following the sale, the chief financial officer directly owned 4,366 shares of the company’s stock, valued at approximately $764,093.66. This represents a 88.03% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 534,898 shares of company stock worth $89,543,711. Corporate insiders own 0.21% of the company’s stock.

Chevron News Summary

Here are the key news stories impacting Chevron this week:

• Positive Sentiment: Analyst upgrades — Coverage upgrades (including a Melius Research upgrade) have encouraged buying; one report notes shares jumped after the upgrade. Chevron (NYSE:CVX) Shares Up 1.8% After Analyst Upgrade
• Positive Sentiment: 52‑week high / momentum — Media coverage points to CVX reaching a 52‑week high, which can attract momentum and index/ETF flows. Chevron Corp Hits 52-Week High — What’s Driving The Move?
• Positive Sentiment: Dow leadership and sector strength — Coverage highlights Chevron as a top performer on the Dow YTD, reinforcing broad market support for the stock. Caterpillar, Honeywell, and Chevron Lead the Dow Jones in 2026
• Positive Sentiment: Dividend appeal — Articles targeting income investors note Chevron’s dividend reliability, which supports demand from retirees and income-focused funds. Retirees Are Winning Big in 2026: 3 Popular Dividend Stocks Are Soaring
• Positive Sentiment: Long‑term endorsement — A Seeking Alpha piece frames Chevron as a buy‑and‑hold, which can bolster investor confidence for longer‑term holders. Chevron: Buy And Hold Like Berkshire Hathaway
• Neutral Sentiment: Valuation check — Coverage (Yahoo Finance) asks whether CVX remains attractively priced after strong multi‑year gains; this is neutral but could limit further upside if investors shift to taking profits. Is Chevron (CVX) Still Priced Attractively After Strong Multi Year Share Gains
• Negative Sentiment: Insider selling — Reports of insider selling have pressured the stock in the short term and are cited in coverage that links the activity to a drop in the share price. Chevron (NYSE:CVX) Stock Price Down 1.8% After Insider Selling
• Negative Sentiment: Geopolitical/regulatory risk — Turkey publicly opposed Greece‑Chevron hydrocarbon activity south of Crete, calling it unlawful; this raises regional political and operational risk for that project. Turkey says Greece-Chevron activity off Crete unlawful

Chevron Stock Performance

Shares of CVX opened at $183.69 on Friday. The company has a debt-to-equity ratio of 0.19, a current ratio of 1.15 and a quick ratio of 0.86. The firm’s 50 day moving average is $165.86 and its 200-day moving average is $158.52. Chevron Corporation has a 12-month low of $132.04 and a 12-month high of $187.90. The stock has a market capitalization of $369.86 billion, a P/E ratio of 27.58, a P/E/G ratio of 12.17 and a beta of 0.70.

Chevron (NYSE:CVX) last issued its earnings results on Friday, January 30th. The oil and gas company reported $1.52 earnings per share for the quarter, topping analysts’ consensus estimates of $1.44 by $0.08. The firm had revenue of $45.79 billion during the quarter, compared to analysts’ expectations of $48.18 billion. Chevron had a net margin of 6.51% and a return on equity of 8.23%. The firm’s revenue for the quarter was down 10.2% compared to the same quarter last year. During the same period last year, the firm posted $2.06 earnings per share. Equities research analysts anticipate that Chevron Corporation will post 10.79 EPS for the current fiscal year.

Chevron Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 17th will be paid a dividend of $1.78 per share. The ex-dividend date of this dividend is Tuesday, February 17th. This represents a $7.12 annualized dividend and a dividend yield of 3.9%. This is a boost from Chevron’s previous quarterly dividend of $1.71. Chevron’s dividend payout ratio is 106.91%.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on CVX shares. Scotiabank reissued a “sector perform” rating and set a $168.00 price target on shares of Chevron in a report on Friday, January 16th. TD Cowen raised their target price on shares of Chevron from $160.00 to $168.00 and gave the company a “hold” rating in a research note on Monday, February 2nd. Morgan Stanley dropped their price target on shares of Chevron from $180.00 to $174.00 and set an “overweight” rating on the stock in a research report on Friday, January 23rd. Bank of America reduced their price target on shares of Chevron from $183.00 to $180.00 and set a “buy” rating for the company in a research note on Thursday, December 11th. Finally, Freedom Capital lowered shares of Chevron from a “hold” rating to a “strong sell” rating in a research note on Tuesday, January 6th. Thirteen analysts have rated the stock with a Buy rating, seven have issued a Hold rating and four have given a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Hold” and a consensus target price of $176.36.

About Chevron

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.