Retirement Planning Group LLC Invests $920,000 in Chevron Corporation $CVX

Retirement Planning Group LLC purchased a new stake in shares of Chevron Corporation (NYSE:CVX) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 5,923 shares of the oil and gas company’s stock, valued at approximately $920,000.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in CVX. Quaker Wealth Management LLC grew its position in shares of Chevron by 197.7% during the 2nd quarter. Quaker Wealth Management LLC now owns 217 shares of the oil and gas company’s stock worth $31,000 after buying an additional 439 shares during the period. Decker Retirement Planning Inc. acquired a new stake in Chevron during the 3rd quarter worth $34,000. Vermillion & White Wealth Management Group LLC raised its position in shares of Chevron by 86.1% during the 2nd quarter. Vermillion & White Wealth Management Group LLC now owns 255 shares of the oil and gas company’s stock valued at $37,000 after acquiring an additional 118 shares during the last quarter. Marquette Asset Management LLC acquired a new position in shares of Chevron in the 3rd quarter valued at $41,000. Finally, IMG Wealth Management Inc. boosted its position in shares of Chevron by 52.3% in the 2nd quarter. IMG Wealth Management Inc. now owns 265 shares of the oil and gas company’s stock worth $38,000 after purchasing an additional 91 shares during the last quarter. 72.42% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, CEO Michael K. Wirth sold 320,700 shares of Chevron stock in a transaction dated 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 completion of the transaction, the chief executive officer owned 14,450 shares in the company, valued at approximately $2,355,205.50. This trade represents a 95.69% 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 Alana K. Knowles sold 7,956 shares of Chevron stock in a transaction that occurred on Monday, January 5th. The stock was sold at an average price of $165.05, for a total value of $1,313,137.80. Following the transaction, the insider owned 1,207 shares of the company’s stock, valued at $199,215.35. This represents a 86.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 631,990 shares of company stock worth $99,716,808. 0.21% of the stock is owned by corporate insiders.

Chevron News Summary

Here are the key news stories impacting Chevron this week:

• Positive Sentiment: Reuters reports the U.S. is expected to grant Chevron an expanded Venezuela license this week, which could allow increased production and revenue if implemented. Article Link
• Positive Sentiment: Financial press (FT / Seeking Alpha) says Chevron is poised to expand operations in Venezuela amid U.S. talks — a development that supports longer‑term upstream growth expectations. Article Link
• Positive Sentiment: Prominent portfolio manager Stephanie Link publicly said she’s buying more Chevron, signaling incremental institutional demand and confidence in the company’s outlook. Article Link
• Positive Sentiment: Oil prices have bounced back above key levels, boosting near‑term earnings prospects for major integrated oils like Chevron. Article Link
• Neutral Sentiment: Zacks’ 2026 market outlook highlights energy among sectors to watch amid geopolitical shifts — a thematic tailwind but not company‑specific guidance. Article Link
• Neutral Sentiment: Analyst/coverage pieces (e.g., Seeking Alpha’s undercovered list) keep Chevron on investors’ radars but provide no new company guidance. Article Link
• Negative Sentiment: Counterweight — Venezuela expansion carries political, operational and sanction‑reimposition risks; timing and scope of any license rollout remain uncertain, which could limit upside or create volatility.

Chevron Stock Performance

Shares of Chevron stock opened at $167.16 on Thursday. Chevron Corporation has a one year low of $132.04 and a one year high of $169.37. 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 stock’s 50-day moving average is $152.97 and its 200-day moving average is $153.92. The firm has a market cap of $336.59 billion, a price-to-earnings ratio of 23.51, a price-to-earnings-growth ratio of 10.22 and a beta of 0.70.

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

Chevron Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Wednesday, December 10th. Investors of record on Tuesday, November 18th were given a dividend of $1.71 per share. The ex-dividend date of this dividend was Tuesday, November 18th. This represents a $6.84 annualized dividend and a yield of 4.1%. Chevron’s dividend payout ratio is 96.20%.

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on CVX shares. Morgan Stanley increased their target price on Chevron from $177.00 to $180.00 and gave the company an “overweight” rating in a research note on Thursday, November 13th. Wall Street Zen downgraded shares of Chevron from a “hold” rating to a “sell” rating in a research note on Saturday, January 10th. BMO Capital Markets reissued an “outperform” rating on shares of Chevron in a report on Thursday, January 8th. Bank of America dropped their price objective on Chevron from $183.00 to $180.00 and set a “buy” rating on the stock in a research note on Thursday, December 11th. Finally, Hsbc Global Res raised Chevron from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 1st. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, nine have given a Hold rating and four have given a Sell rating to the stock. According to data from MarketBeat, Chevron currently has an average rating of “Hold” and a consensus target price of $168.14.

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.