Trek Financial LLC Acquires 3,510 Shares of Chevron Corporation $CVX

Trek Financial LLC boosted its holdings in Chevron Corporation (NYSE:CVX) by 40.1% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 12,274 shares of the oil and gas company’s stock after purchasing an additional 3,510 shares during the quarter. Trek Financial LLC’s holdings in Chevron were worth $1,906,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of CVX. Vishria Bird Financial Group LLC raised its position in shares of Chevron by 1.2% in the third quarter. Vishria Bird Financial Group LLC now owns 5,285 shares of the oil and gas company’s stock valued at $821,000 after buying an additional 65 shares in the last quarter. Nexus Investment Management ULC grew its position in Chevron by 0.9% during the third quarter. Nexus Investment Management ULC now owns 7,641 shares of the oil and gas company’s stock worth $1,187,000 after buying an additional 65 shares in the last quarter. Scott & Selber Inc. increased its stake in Chevron by 0.5% during the 3rd quarter. Scott & Selber Inc. now owns 13,391 shares of the oil and gas company’s stock worth $2,079,000 after acquiring an additional 65 shares during the period. White Knight Strategic Wealth Advisors LLC raised its holdings in Chevron by 3.0% in the 2nd quarter. White Knight Strategic Wealth Advisors LLC now owns 2,230 shares of the oil and gas company’s stock valued at $319,000 after acquiring an additional 65 shares in the last quarter. Finally, William B. Walkup & Associates Inc. raised its holdings in Chevron by 1.0% in the 3rd quarter. William B. Walkup & Associates Inc. now owns 6,356 shares of the oil and gas company’s stock valued at $987,000 after acquiring an additional 66 shares in the last quarter. Institutional investors own 72.42% of the company’s stock.

More Chevron News

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 Chevron news, insider Alana K. Knowles sold 3,200 shares of the business’s stock in a transaction on Wednesday, January 14th. The shares were sold at an average price of $168.00, for a total transaction of $537,600.00. Following the sale, the insider owned 1,207 shares of the company’s stock, valued at approximately $202,776. The trade was a 72.61% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Michael K. Wirth sold 320,700 shares of the company’s stock in a transaction on Monday, January 5th. The stock was sold at an average price of $162.99, for a total transaction of $52,270,893.00. Following the transaction, the chief executive officer owned 14,450 shares of the company’s stock, valued at $2,355,205.50. This trade represents a 95.69% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 635,190 shares of company stock worth $100,254,408. Corporate insiders own 0.21% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have recently issued reports on the company. JPMorgan Chase & Co. raised Chevron from a “neutral” rating to an “overweight” rating and set a $176.00 target price on the stock in a report on Tuesday, January 20th. Citigroup cut their price objective on shares of Chevron from $185.00 to $179.00 and set a “buy” rating for the company in a research report on Monday, January 5th. Hsbc Global Res upgraded shares of Chevron from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 1st. Jefferies Financial Group raised their target price on shares of Chevron from $174.00 to $189.00 and gave the company a “buy” rating in a report on Wednesday, January 14th. Finally, Bank of America dropped their target price on shares of Chevron from $183.00 to $180.00 and set a “buy” rating for the company in a research report on Thursday, December 11th. One analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, seven have given a Hold rating and four have given a Sell rating to the company’s stock. According to MarketBeat.com, Chevron currently has an average rating of “Hold” and an average price target of $170.00.

Chevron Stock Performance

Chevron stock opened at $166.74 on Friday. The company has a quick ratio of 0.86, a current ratio of 1.15 and a debt-to-equity ratio of 0.19. The stock has a market cap of $335.73 billion, a PE 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 business’s 50-day moving average price is $154.52 and its two-hundred day moving average price is $154.83.

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

Chevron Dividend Announcement

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

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.