Partners in Financial Planning Has $1.19 Million Position in Chevron Corporation $CVX

Partners in Financial Planning grew its holdings in Chevron Corporation (NYSE:CVX) by 259.2% in the third quarter, Holdings Channel.com reports. The firm owned 7,633 shares of the oil and gas company’s stock after purchasing an additional 5,508 shares during the period. Partners in Financial Planning’s holdings in Chevron were worth $1,185,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Perigon Wealth Management LLC grew its position in Chevron by 19.3% during the third quarter. Perigon Wealth Management LLC now owns 73,448 shares of the oil and gas company’s stock valued at $11,406,000 after purchasing an additional 11,875 shares in the last quarter. New York State Teachers Retirement System lifted its position in Chevron by 15.3% in the 3rd quarter. New York State Teachers Retirement System now owns 1,620,231 shares of the oil and gas company’s stock worth $251,606,000 after buying an additional 215,345 shares in the last quarter. Pictet North America Advisors SA acquired a new stake in shares of Chevron during the 3rd quarter valued at $5,662,000. New York State Common Retirement Fund grew its holdings in shares of Chevron by 10.2% during the 3rd quarter. New York State Common Retirement Fund now owns 1,894,470 shares of the oil and gas company’s stock valued at $294,192,000 after acquiring an additional 175,439 shares in the last quarter. Finally, Envestnet Asset Management Inc. increased its stake in shares of Chevron by 8.7% in the third quarter. Envestnet Asset Management Inc. now owns 4,891,609 shares of the oil and gas company’s stock worth $759,618,000 after acquiring an additional 389,694 shares during the last quarter. Hedge funds and other institutional investors own 72.42% of the company’s stock.

Insider Activity

In other news, Vice Chairman Mark A. Nelson sold 45,800 shares of Chevron stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $174.17, for a total value of $7,976,986.00. Following the transaction, the insider directly owned 7,161 shares in the company, valued at approximately $1,247,231.37. The trade was a 86.48% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Andrew Benjamin Walz sold 22,200 shares of the stock in a transaction that occurred on Tuesday, February 3rd. The shares were sold at an average price of $176.53, for a total value of $3,918,966.00. Following the sale, the insider owned 666 shares of the company’s stock, valued at approximately $117,568.98. The trade was a 97.09% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 534,898 shares of company stock worth $89,543,711. Insiders own 0.21% of the company’s stock.

Chevron Stock Down 0.6%

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

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

Chevron Increases Dividend

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

Wall Street Analyst Weigh In

A number of research firms recently issued reports on CVX. Jefferies Financial Group lifted their price objective on Chevron from $174.00 to $189.00 and gave the company a “buy” rating in a research report on Wednesday, January 14th. UBS Group reiterated a “buy” rating and set a $212.00 price target on shares of Chevron in a report on Monday, February 2nd. JPMorgan Chase & Co. raised Chevron from a “neutral” rating to an “overweight” rating and set a $176.00 price target for the company in a research note on Tuesday, January 20th. Sanford C. Bernstein increased their price objective on Chevron from $170.00 to $172.00 and gave the stock a “market perform” rating in a report on Monday, January 5th. Finally, Melius Research upgraded shares of Chevron from a “hold” rating to a “buy” rating and set a $205.00 target price for the company in a research note on Tuesday, February 17th. Thirteen research analysts have rated the stock with a Buy rating, seven have given a Hold rating and four have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $176.36.

Key Headlines Impacting Chevron

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

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.