Oak Family Advisors LLC Purchases Shares of 6,530 Chevron Corporation $CVX

Oak Family Advisors LLC acquired a new position in shares of Chevron Corporation (NYSE:CVX) during the 4th quarter, Holdings Channel reports. The firm acquired 6,530 shares of the oil and gas company’s stock, valued at approximately $995,000.

Other institutional investors also recently modified their holdings of the company. Decker Retirement Planning Inc. acquired a new position in shares of Chevron during the 3rd quarter worth about $34,000. Marquette Asset Management LLC acquired a new position in shares of Chevron during the 3rd quarter worth about $41,000. Barnes Dennig Private Wealth Management LLC increased its stake in shares of Chevron by 306.1% during the 3rd quarter. Barnes Dennig Private Wealth Management LLC now owns 268 shares of the oil and gas company’s stock worth $42,000 after purchasing an additional 202 shares during the last quarter. Daytona Street Capital LLC acquired a new position in shares of Chevron during the 4th quarter worth about $44,000. Finally, Maseco LLP acquired a new position in shares of Chevron during the 4th quarter worth about $49,000. 72.42% of the stock is currently owned by institutional investors and hedge funds.

Chevron Stock Performance

Shares of CVX stock opened at $182.46 on Friday. The company has a market capitalization of $363.52 billion, a price-to-earnings ratio of 31.62, a PEG ratio of 0.65 and a beta of 0.51. The company has a debt-to-equity ratio of 0.21, a quick ratio of 0.86 and a current ratio of 1.15. The company has a 50-day simple moving average of $193.21 and a 200 day simple moving average of $172.09. Chevron Corporation has a 52 week low of $133.77 and a 52 week high of $214.71.

Chevron (NYSE:CVX) last announced its earnings results on Friday, May 1st. The oil and gas company reported $1.41 EPS for the quarter, topping the consensus estimate of $1.00 by $0.41. The business had revenue of $47.56 billion during the quarter, compared to the consensus estimate of $51.86 billion. Chevron had a net margin of 5.79% and a return on equity of 7.01%. Chevron’s revenue was up 2.1% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $2.18 EPS. On average, sell-side analysts predict that Chevron Corporation will post 14.91 earnings per share for the current year.

Chevron Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Tuesday, May 19th will be issued a dividend of $1.78 per share. The ex-dividend date of this dividend is Tuesday, May 19th. This represents a $7.12 annualized dividend and a dividend yield of 3.9%. Chevron’s payout ratio is presently 123.40%.

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on the stock. TD Cowen lowered their price objective on shares of Chevron from $214.00 to $204.00 and set a “hold” rating on the stock in a research note on Monday, April 13th. Zacks Research upgraded shares of Chevron from a “hold” rating to a “strong-buy” rating in a research note on Friday, April 3rd. Argus set a $203.00 price objective on shares of Chevron in a research note on Tuesday, February 3rd. Wall Street Zen upgraded shares of Chevron from a “sell” rating to a “hold” rating in a research note on Saturday, January 31st. Finally, UBS Group boosted their price objective on shares of Chevron from $218.00 to $220.00 and gave the stock a “buy” rating in a research note on Monday. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $202.70.

Insider Buying and Selling at Chevron

In other Chevron news, Vice Chairman Mark A. Nelson sold 139,600 shares of the business’s stock in a transaction dated Monday, March 2nd. The shares were 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 owned 11,337 shares of the company’s stock, valued at $2,130,449.04. The trade was a 92.49% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, insider Andrew Benjamin Walz sold 11,600 shares of the business’s stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $188.58, for a total transaction of $2,187,528.00. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 621,439 shares of company stock worth $118,307,800 in the last ninety days. Insiders own 0.56% of the company’s stock.

Chevron News Roundup

Here are the key news stories impacting Chevron this week:

• Positive Sentiment: Q1 earnings beat consensus on adjusted EPS, underscoring operational resilience despite a revenue shortfall; management framed results as “solid” amid geopolitical volatility. Chevron (CVX) Reports Q1 EPS Beat
• Positive Sentiment: California refining margins jumped to ~$1/gal in March with one refiner (likely Chevron) at $1.11/gal — a near?term boost to downstream margins and cash flow. CA Oil Refiners’ Margins Top $1 Per Gallon In March, $1.11 For Chevron, Trending Upward; Validating Need for Three Year Old CEC Rules on Resupply and Minimum Inventories, says Consumer Watchdog
• Positive Sentiment: Royal Bank of Canada assigned an “Outperform” rating on CVX, which can support demand for the stock from institutional investors. Chevron (NYSE:CVX) Earns “Outperform” Rating from Royal Bank Of Canada
• Positive Sentiment: CEO commentary and company actions (warning about Strait of Hormuz risk, expanding exploration near Malta) signal Chevron is positioned to benefit if physical supply tightness persists. That exposure tends to support oil producers’ valuations when geopolitical risk rises. Chevron Weighs Hormuz Supply Strains Against Malta Exploration And Dividends
• Neutral Sentiment: President Trump met with Chevron and Exxon executives to discuss Venezuela — potential policy outcomes could help U.S. producers, but the timing and tangible effects remain uncertain. Trump met with Chevron and ExxonMobil on Tuesday to discuss Venezuela
• Neutral Sentiment: Proposed federal legislation (Offshore Parity Act, H.R.8542) would shift certain offshore leasing controls to coastal states — could alter permitting/royalty regimes in the Gulf over time, but impacts on Chevron are speculative and long?term. New Bill: Representative Mike Ezell introduces H.R. 8542: Offshore Parity Act of 2026
• Negative Sentiment: Short?term selloff driven by easing Iran war/Strait of Hormuz fears and headlines about U.S.-Iran peace?talk optimism; oil prices pulled back and major oil names, including Chevron, fell as traders priced in lower supply disruption risk. This is the primary reason the stock is down today. Exxon, Chevron, Other Oil Stocks Sink as Market Bets Iran War Will End

Chevron 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.