Paradiem LLC Has $429,000 Position in Chevron Corporation $CVX

Paradiem LLC cut its holdings in Chevron Corporation (NYSE:CVX) by 62.2% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 2,812 shares of the oil and gas company’s stock after selling 4,621 shares during the period. Paradiem LLC’s holdings in Chevron were worth $429,000 as of its most recent filing with the SEC.

Several other large investors have also made changes to their positions in CVX. United Bank increased its position in Chevron by 7.7% in the 2nd quarter. United Bank now owns 11,079 shares of the oil and gas company’s stock worth $1,586,000 after buying an additional 796 shares during the period. Schnieders Capital Management LLC. boosted its position in shares of Chevron by 9.0% in the second quarter. Schnieders Capital Management LLC. now owns 50,839 shares of the oil and gas company’s stock valued at $7,280,000 after acquiring an additional 4,214 shares during the period. Traub Capital Management LLC bought a new stake in shares of Chevron in the second quarter valued at approximately $46,000. PKS Advisory Services LLC grew its stake in shares of Chevron by 16.5% in the second quarter. PKS Advisory Services LLC now owns 2,718 shares of the oil and gas company’s stock worth $390,000 after acquiring an additional 384 shares during the last quarter. Finally, Prudential PLC grew its stake in shares of Chevron by 355.6% in the second quarter. Prudential PLC now owns 38,587 shares of the oil and gas company’s stock worth $5,525,000 after acquiring an additional 30,118 shares during the last quarter. Institutional investors and hedge funds own 72.42% of the company’s stock.

Chevron News Summary

Here are the key news stories impacting Chevron this week:

• Positive Sentiment: Chevron’s market capitalization topped $400 billion for the first time as the crude rally lifted energy peers and investor appetite for large integrated oil names. Chevron (CVX) Stock Breaks Into Elite $400B Club Amid Oil Price Rally
• Positive Sentiment: HSBC upgraded CVX from Hold to Buy and set a $215 target, signaling analyst conviction that the stock has further upside as oil stays elevated. HSBC upgrade to Buy
• Positive Sentiment: Major business press notes Chevron’s rise into the top-20 U.S. companies by market value, reinforcing momentum and institutional interest in the name. Chevron Jumps Into Top 20 Most Valuable U.S. Companies
• Positive Sentiment: Analyst/market commentaries and YTD performance write-ups highlight strong gains (CVX up materially this year) driven by geopolitical support for oil prices and Chevron’s growth projects—these narratives help attract momentum flows. Why the Market Dipped But Chevron (CVX) Gained Today
• Positive Sentiment: Mizuho and other broker notes (coverage upgrades / bullish price forecasts) and inclusion in “best energy stocks” pieces amplify buy-side interest and argue for continued upside if commodity strength persists. Mizuho Forecasts Strong Price Appreciation for Chevron (NYSE:CVX) Stock
• Neutral Sentiment: Comparative analyst pieces (e.g., Zacks on Chevron vs. Suncor) note Chevron’s diversification and Guyana growth but weigh that against peer cost actions—useful context but not an immediate catalyst. Chevron vs. Suncor: Which Energy Stock Wins at 52-Week Highs?
• Neutral Sentiment: Chevron Technology Ventures led a small strategic investment in robotics firm KEWAZO—positioning for operational efficiencies but not a near-term earnings driver. Chevron Technology Ventures Invests in KEWAZO

Chevron Stock Up 0.1%

Shares of NYSE CVX opened at $201.73 on Friday. Chevron Corporation has a 12-month low of $132.04 and a 12-month high of $205.08. The firm’s 50-day simple moving average is $181.32 and its 200 day simple moving average is $163.40. The company has a quick ratio of 0.86, a current ratio of 1.15 and a debt-to-equity ratio of 0.21. The company has a market cap of $402.53 billion, a price-to-earnings ratio of 30.29, a price-to-earnings-growth ratio of 1.86 and a beta of 0.67.

Chevron (NYSE:CVX) last announced 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. Chevron had a net margin of 6.51% and a return on equity of 7.89%. The company had revenue of $45.79 billion during the quarter, compared to the consensus estimate of $48.18 billion. During the same period in the previous year, the firm posted $2.06 earnings per share. The company’s revenue was down 10.2% on a year-over-year basis. On average, research analysts expect that Chevron Corporation will post 10.79 earnings per share for the current fiscal year.

Chevron Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Tuesday, February 17th were given a $1.78 dividend. This is a boost from Chevron’s previous quarterly dividend of $1.71. The ex-dividend date was Tuesday, February 17th. This represents a $7.12 annualized dividend and a yield of 3.5%. Chevron’s dividend payout ratio is presently 106.91%.

Analyst Upgrades and Downgrades

Several research firms recently commented on CVX. BMO Capital Markets reiterated an “outperform” rating and set a $190.00 target price on shares of Chevron in a research note on Monday, February 2nd. Zacks Research upgraded shares of Chevron from a “strong sell” rating to a “hold” rating in a research report on Tuesday, December 23rd. JPMorgan Chase & Co. raised shares of Chevron from a “neutral” rating to an “overweight” rating and set a $176.00 price objective for the company in a research report on Tuesday, January 20th. Citigroup increased their target price on shares of Chevron from $179.00 to $210.00 and gave the company a “buy” rating in a research note on Monday, March 2nd. Finally, UBS Group reissued a “buy” rating and set a $212.00 target price on shares of Chevron in a research report on Monday, February 2nd. Fourteen investment analysts have rated the stock with a Buy rating, six have given a Hold rating and four have given a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $184.77.

Insider Activity at Chevron

In other news, Vice Chairman Mark A. Nelson sold 139,600 shares of Chevron stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $187.92, for a total value of $26,233,632.00. Following the completion of the sale, the insider directly owned 11,337 shares of the company’s stock, valued at approximately $2,130,449.04. This trade represents a 92.49% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Eimear P. Bonner sold 32,100 shares of the business’s stock in a transaction on Friday, January 30th. The stock was sold at an average price of $175.01, for a total value of $5,617,821.00. Following the sale, the chief financial officer owned 4,366 shares of the company’s stock, valued at approximately $764,093.66. The trade was a 88.03% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 1,099,397 shares of company stock worth $196,196,468. Company insiders own 0.21% of the company’s stock.

Chevron Company Profile

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.