Chevron Corporation $CVX Stock Holdings Increased by Financial & Tax Architects LLC

Financial & Tax Architects LLC grew its holdings in shares of Chevron Corporation (NYSE:CVX) by 8.0% in the third quarter, according to its most recent filing with the SEC. The firm owned 49,564 shares of the oil and gas company’s stock after acquiring an additional 3,659 shares during the quarter. Chevron comprises approximately 1.7% of Financial & Tax Architects LLC’s holdings, making the stock its 21st largest position. Financial & Tax Architects LLC’s holdings in Chevron were worth $7,697,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of CVX. Berkshire Hathaway Inc lifted its stake in shares of Chevron by 2.9% in the 2nd quarter. Berkshire Hathaway Inc now owns 122,064,792 shares of the oil and gas company’s stock worth $17,478,458,000 after acquiring an additional 3,454,258 shares during the period. Charles Schwab Investment Management Inc. raised its holdings in Chevron by 4.0% during the second quarter. Charles Schwab Investment Management Inc. now owns 34,772,753 shares of the oil and gas company’s stock worth $4,979,255,000 after purchasing an additional 1,342,723 shares in the last quarter. Fisher Asset Management LLC lifted its position in Chevron by 1.9% in the second quarter. Fisher Asset Management LLC now owns 20,826,805 shares of the oil and gas company’s stock worth $2,982,190,000 after purchasing an additional 378,936 shares during the period. Bank of New York Mellon Corp boosted its stake in Chevron by 27.9% during the 3rd quarter. Bank of New York Mellon Corp now owns 19,627,146 shares of the oil and gas company’s stock valued at $3,047,900,000 after purchasing an additional 4,279,918 shares in the last quarter. Finally, Norges Bank bought a new position in Chevron during the 2nd quarter valued at $2,721,477,000. 72.42% of the stock is owned by institutional investors and hedge funds.

More Chevron News

Here are the key news stories impacting Chevron this week:

• Positive Sentiment: Chevron raised its quarterly dividend to $1.78 (4.0% yield), boosting income-focused demand and underscoring management’s cash-return priorities. Dividend Hike Coverage
• Positive Sentiment: Several sell-side shops have raised targets or reiterated bullish views (Wells Fargo, Goldman Sachs, TD Cowen commentary), supporting upside expectations and likely providing buying support after recent gains. Wells Fargo Price Target Raise
• Positive Sentiment: Project and M&A progress: Chevron committed to the Yoyo‑Yolanda gas project (Cameroon/Equatorial Guinea) and signed an initial offshore exploration MoU in Syrian waters with a Qatari partner — potential long‑term production upside. Yoyo-Yolanda Project
• Neutral Sentiment: Q4 results were mixed: EPS beat ( $1.52 vs. $1.44 est.) but revenue missed materially, leaving guidance/cash‑flow narratives intact but tempering enthusiasm about near‑term top‑line growth. Q4 Presentation
• Neutral Sentiment: Senior leadership changes were announced for 2026 (internal promotions, retirements) — operationally neutral for now but something investors will watch for execution risk. Leadership Changes
• Negative Sentiment: Heavy insider selling by multiple executives (including recent Form 4 filings for Andrew Walz, CTO Thomas Booth and CFO Eimear Bonner) is creating short‑term sentiment pressure and may signal portfolio rebalancing by insiders. Walz Form 4 Bonner Form 4
• Negative Sentiment: Oil prices softened after U.S.–Iran tensions eased, trimming a supply‑risk premium and pressuring integrated majors’ near‑term revenue and margins. Oil Price Slide
• Negative Sentiment: Some firms (e.g., HSBC and a subset of boutiques) have trimmed views or stayed on Hold, arguing much upside is priced in — these notes can cap rallies and weigh on momentum. HSBC Cut

Analyst Upgrades and Downgrades

CVX has been the topic of several research analyst reports. BMO Capital Markets reiterated an “outperform” rating and set a $190.00 price target on shares of Chevron in a research report on Monday. Jefferies Financial Group lifted their target price on Chevron from $174.00 to $189.00 and gave the stock a “buy” rating in a report on Wednesday, January 14th. Freedom Capital downgraded shares of Chevron from a “hold” rating to a “strong sell” rating in a report on Tuesday, January 6th. Wells Fargo & Company lifted their price objective on shares of Chevron from $196.00 to $204.00 and gave the stock an “overweight” rating in a research note on Monday. Finally, Piper Sandler dropped their target price on shares of Chevron from $178.00 to $174.00 and set an “overweight” rating on the stock in a report on Thursday, January 8th. Twelve investment analysts have rated the stock with a Buy rating, eight have issued 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 price target of $175.00.

Insider Activity

In other news, CEO Michael K. Wirth sold 320,700 shares of the company’s stock in a transaction dated Monday, January 5th. The stock was sold at an average price of $162.99, for a total value of $52,270,893.00. Following the transaction, the chief executive officer owned 14,450 shares in the company, valued at $2,355,205.50. This represents a 95.69% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider R. Hewitt Pate sold 41,134 shares of the stock in a transaction that occurred on Friday, January 30th. The stock was sold at an average price of $176.40, for a total transaction of $7,256,037.60. Following the completion of the sale, the insider directly owned 4,169 shares of the company’s stock, valued at $735,411.60. This trade represents a 90.80% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 793,158 shares of company stock valued at $127,919,578 in the last ninety days. Corporate insiders own 0.21% of the company’s stock.

Chevron Stock Performance

Shares of CVX opened at $179.20 on Friday. Chevron Corporation has a one year low of $132.04 and a one year high of $182.59. The company has a 50-day moving average of $158.70 and a two-hundred day moving average of $156.19. 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 has a market cap of $360.83 billion, a price-to-earnings ratio of 26.91, a PEG ratio of 12.49 and a beta of 0.70.

Chevron (NYSE:CVX) last issued 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 net margin of 6.51% and a return on equity of 8.23%. The business had revenue of $45.79 billion during the quarter, compared to the consensus estimate of $48.18 billion. During the same quarter in the prior year, the firm earned $2.06 EPS. The firm’s quarterly revenue was down 10.2% on a year-over-year basis. On average, equities research analysts expect that Chevron Corporation will post 10.79 earnings per share for the current year.

Chevron Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 17th will be issued a dividend of $1.78 per share. This is a positive change from Chevron’s previous quarterly dividend of $1.71. This represents a $7.12 dividend on an annualized basis and a dividend yield of 4.0%. The ex-dividend date is Tuesday, February 17th. Chevron’s dividend payout ratio is presently 106.91%.

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.