Lion Street Advisors LLC Has $2.28 Million Stake in Chevron Corporation $CVX

Lion Street Advisors LLC increased its position in Chevron Corporation (NYSE:CVX) by 51.0% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 14,657 shares of the oil and gas company’s stock after purchasing an additional 4,951 shares during the period. Chevron makes up 0.7% of Lion Street Advisors LLC’s investment portfolio, making the stock its 23rd largest holding. Lion Street Advisors LLC’s holdings in Chevron were worth $2,276,000 at the end of the most recent quarter.

Several other hedge funds have also bought and sold shares of the business. AMG National Trust Bank increased its position in shares of Chevron by 19.8% during the third quarter. AMG National Trust Bank now owns 71,358 shares of the oil and gas company’s stock worth $11,081,000 after acquiring an additional 11,799 shares in the last quarter. Kidder Stephen W increased its holdings in Chevron by 0.3% during the 3rd quarter. Kidder Stephen W now owns 34,005 shares of the oil and gas company’s stock worth $5,281,000 after purchasing an additional 108 shares in the last quarter. Convergence Financial LLC raised its stake in shares of Chevron by 2.7% in the third quarter. Convergence Financial LLC now owns 4,737 shares of the oil and gas company’s stock worth $736,000 after purchasing an additional 126 shares during the last quarter. Bridgewater Advisors Inc. lifted its holdings in shares of Chevron by 3.4% in the third quarter. Bridgewater Advisors Inc. now owns 8,282 shares of the oil and gas company’s stock valued at $1,255,000 after purchasing an additional 271 shares in the last quarter. Finally, ODonnell Financial Services LLC boosted its position in shares of Chevron by 2.0% during the third quarter. ODonnell Financial Services LLC now owns 3,759 shares of the oil and gas company’s stock valued at $584,000 after buying an additional 72 shares during the last quarter. Institutional investors and hedge funds own 72.42% of the company’s stock.

Insider Activity

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 value of $52,270,893.00. Following the completion of the sale, the chief executive officer owned 14,450 shares of the company’s stock, valued at approximately $2,355,205.50. This trade represents a 95.69% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, insider Andrew Benjamin Walz sold 22,200 shares of the business’s stock in a transaction dated Tuesday, February 3rd. The shares were sold at an average price of $176.53, for a total value of $3,918,966.00. Following the completion of the sale, the insider owned 666 shares in the company, valued at $117,568.98. This represents a 97.09% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 534,898 shares of company stock worth $89,543,711. 0.21% of the stock is owned by company insiders.

Chevron News Roundup

Here are the key news stories impacting Chevron this week:

• Positive Sentiment: Analyst upgrades — Coverage upgrades (including a Melius Research upgrade) have encouraged buying; one report notes shares jumped after the upgrade. Chevron (NYSE:CVX) Shares Up 1.8% After Analyst Upgrade
• Positive Sentiment: 52‑week high / momentum — Media coverage points to CVX reaching a 52‑week high, which can attract momentum and index/ETF flows. Chevron Corp Hits 52-Week High — What’s Driving The Move?
• Positive Sentiment: Dow leadership and sector strength — Coverage highlights Chevron as a top performer on the Dow YTD, reinforcing broad market support for the stock. Caterpillar, Honeywell, and Chevron Lead the Dow Jones in 2026
• Positive Sentiment: Dividend appeal — Articles targeting income investors note Chevron’s dividend reliability, which supports demand from retirees and income-focused funds. Retirees Are Winning Big in 2026: 3 Popular Dividend Stocks Are Soaring
• Positive Sentiment: Long‑term endorsement — A Seeking Alpha piece frames Chevron as a buy‑and‑hold, which can bolster investor confidence for longer‑term holders. Chevron: Buy And Hold Like Berkshire Hathaway
• Neutral Sentiment: Valuation check — Coverage (Yahoo Finance) asks whether CVX remains attractively priced after strong multi‑year gains; this is neutral but could limit further upside if investors shift to taking profits. Is Chevron (CVX) Still Priced Attractively After Strong Multi Year Share Gains
• Negative Sentiment: Insider selling — Reports of insider selling have pressured the stock in the short term and are cited in coverage that links the activity to a drop in the share price. Chevron (NYSE:CVX) Stock Price Down 1.8% After Insider Selling
• Negative Sentiment: Geopolitical/regulatory risk — Turkey publicly opposed Greece‑Chevron hydrocarbon activity south of Crete, calling it unlawful; this raises regional political and operational risk for that project. Turkey says Greece-Chevron activity off Crete unlawful

Chevron Stock Down 0.6%

CVX opened at $183.69 on Friday. Chevron Corporation has a twelve month low of $132.04 and a twelve month high of $187.90. The company’s 50-day moving average price is $165.86 and its two-hundred day moving average price is $158.48. The stock has a market cap of $369.86 billion, a price-to-earnings ratio of 27.58, a PEG ratio of 12.23 and a beta of 0.70. The company has a quick ratio of 0.86, a current ratio of 1.15 and a debt-to-equity ratio of 0.19.

Chevron (NYSE:CVX) last issued its quarterly earnings results on Friday, January 30th. The oil and gas company reported $1.52 earnings per share (EPS) for the quarter, topping 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 company had revenue of $45.79 billion during the quarter, compared to analyst estimates of $48.18 billion. During the same quarter last year, the business posted $2.06 EPS. Chevron’s quarterly revenue was down 10.2% compared to the same quarter last year. As a group, equities analysts expect that Chevron Corporation will post 10.79 earnings per share for the current year.

Chevron Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 17th will be paid a $1.78 dividend. The ex-dividend date is Tuesday, February 17th. This is a boost from Chevron’s previous quarterly dividend of $1.71. This represents a $7.12 annualized dividend and a dividend yield of 3.9%. Chevron’s dividend payout ratio is presently 106.91%.

Wall Street Analyst Weigh In

Several equities analysts have weighed in on the company. UBS Group restated a “buy” rating and set a $212.00 price objective on shares of Chevron in a research note on Monday, February 2nd. Scotiabank reissued a “sector perform” rating and set a $168.00 price target on shares of Chevron in a research report on Friday, January 16th. TD Cowen boosted their price target on shares of Chevron from $160.00 to $168.00 and gave the stock a “hold” rating in a report on Monday, February 2nd. Piper Sandler decreased their price objective on shares of Chevron from $178.00 to $174.00 and set an “overweight” rating for the company in a research note on Thursday, January 8th. Finally, Bank of America dropped their target price on shares of Chevron from $183.00 to $180.00 and set a “buy” rating on the stock in a research report on Thursday, December 11th. Thirteen research analysts have rated the stock with a Buy rating, seven have given a Hold rating and four have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $176.36.

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.