Gladstone Institutional Advisory LLC Boosts Stake in Chevron Corporation $CVX

Gladstone Institutional Advisory LLC raised its stake in shares of Chevron Corporation (NYSE:CVX) by 7.2% during the third quarter, Holdings Channel.com reports. The institutional investor owned 57,651 shares of the oil and gas company’s stock after buying an additional 3,852 shares during the period. Gladstone Institutional Advisory LLC’s holdings in Chevron were worth $8,953,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. Vishria Bird Financial Group LLC raised its stake in Chevron by 1.2% in the 3rd quarter. Vishria Bird Financial Group LLC now owns 5,285 shares of the oil and gas company’s stock valued at $821,000 after purchasing an additional 65 shares during the last quarter. White Knight Strategic Wealth Advisors LLC boosted its stake in shares of Chevron by 3.0% during the 2nd quarter. White Knight Strategic Wealth Advisors LLC now owns 2,230 shares of the oil and gas company’s stock worth $319,000 after purchasing an additional 65 shares during the last quarter. Rakuten Securities Inc. grew its holdings in shares of Chevron by 7.4% during the second quarter. Rakuten Securities Inc. now owns 961 shares of the oil and gas company’s stock worth $138,000 after buying an additional 66 shares in the last quarter. Analyst IMS Investment Management Services Ltd. grew its holdings in shares of Chevron by 1.0% during the second quarter. Analyst IMS Investment Management Services Ltd. now owns 6,751 shares of the oil and gas company’s stock worth $966,000 after buying an additional 67 shares in the last quarter. Finally, M.E. Allison & CO. Inc. raised its position in shares of Chevron by 0.6% in the third quarter. M.E. Allison & CO. Inc. now owns 11,204 shares of the oil and gas company’s stock valued at $1,740,000 after buying an additional 67 shares during the last quarter. Hedge funds and other institutional investors own 72.42% of the company’s stock.

Chevron News Summary

Here are the key news stories impacting Chevron this week:

• Positive Sentiment: Chevron is the only major U.S. oil company still operating in Venezuela and has been exporting barrels to the U.S., giving it a practical first‑mover advantage if Venezuela production is rebuilt quickly. Venezuela’s oil deliveries to Asia at standstill, Chevron’s exports flowing -shipping data
• Positive Sentiment: Bank of America Securities reiterated a Buy on CVX, signaling institutional support that could limit downside if the Venezuela story progresses. Chevron (CVX) Gets a Buy from Bank of America Securities
• Neutral Sentiment: Market commentary frames Venezuela as a multi‑year reconstruction opportunity (huge capex needed). That supports a bullish thesis but implies long timelines before material EPS upside. The Caracas Catalyst: Big Oil’s $100 Billion Opportunity
• Neutral Sentiment: Chevron trimmed or sold some Angolan offshore stakes (Shell deal), a deal that shifts asset mix but is not immediate operational news for the Venezuela-driven move. Shell buys stakes in Angolan offshore blocks from Chevron
• Negative Sentiment: Profit‑taking and a “reality check” on Venezuela’s huge rebuild needs are driving the pullback: analysts and reporters warn operations, legal and logistics hurdles mean upside may be slower and riskier than initial headlines implied. Chevron’s stock falls as the market gets a reality check on Venezuela
• Negative Sentiment: Multiple stories flag that some buyers — notably in Asia/China — have paused loadings, and shipping data shows deliveries to Asia are disrupted; that raises near‑term demand and cash‑flow uncertainty for Venezuelan barrels. Chevron continues to ship Venezuelan oil, but loading on hold for Chinese buyers, shipping data shows
• Negative Sentiment: Analysts and columnists caution the Venezuela catalyst could be a “trap” — upside priced in quickly; long timelines, infrastructure damage and legal/regulatory complexity could trigger further pullbacks. This explains today’s slide that reversed earlier gains. Is Venezuelan Catalyst A Trap For Chevron Stock?

Chevron Price Performance

CVX stock opened at $156.82 on Wednesday. The company has a market cap of $315.77 billion, a PE ratio of 22.06, a price-to-earnings-growth ratio of 10.26 and a beta of 0.70. The company has a current ratio of 1.15, a quick ratio of 0.86 and a debt-to-equity ratio of 0.19. The stock has a 50-day moving average price of $152.10 and a two-hundred day moving average price of $153.26. Chevron Corporation has a 12-month low of $132.04 and a 12-month high of $168.96.

Chevron (NYSE:CVX) last released its quarterly earnings data 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. The company had revenue of $48.17 billion for the quarter, compared to the consensus estimate of $46.99 billion. Chevron had a return on equity of 8.74% and a net margin of 6.57%.The company’s quarterly revenue was down 1.9% compared to the same quarter last year. During the same period last year, the business posted $2.48 EPS. As a group, research analysts predict that Chevron Corporation will post 10.79 EPS for the current year.

Chevron Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Wednesday, December 10th. Shareholders of record on Tuesday, November 18th were given a dividend of $1.71 per share. This represents a $6.84 dividend on an annualized basis and a yield of 4.4%. The ex-dividend date of this dividend was Tuesday, November 18th. Chevron’s payout ratio is 96.20%.

Insiders Place Their Bets

In other Chevron news, Director John B. Hess sold 275,000 shares of the business’s stock in a transaction that occurred on Thursday, November 20th. The shares were sold at an average price of $150.75, for a total transaction of $41,456,250.00. Following the completion of the sale, the director directly owned 1,128,045 shares in the company, valued at $170,052,783.75. The trade was a 19.60% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.20% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on CVX shares. Raymond James Financial restated an “outperform” rating and set a $160.00 target price (down previously from $170.00) on shares of Chevron in a research report on Friday, October 17th. Citigroup reduced their price target on Chevron from $185.00 to $179.00 and set a “buy” rating on the stock in a research note on Monday. Bank of America lowered their price objective on Chevron from $183.00 to $180.00 and set a “buy” rating for the company in a research report on Thursday, December 11th. Hsbc Global Res upgraded Chevron from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 1st. Finally, HSBC set a $169.00 price target on Chevron and gave the stock a “buy” rating in a research note on Monday, December 1st. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, nine have assigned a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $166.90.

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.