Cyndeo Wealth Partners LLC Has $2.28 Million Stake in Chevron Corporation $CVX

Cyndeo Wealth Partners LLC lowered its stake in shares of Chevron Corporation (NYSE:CVX) by 26.5% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 14,655 shares of the oil and gas company’s stock after selling 5,274 shares during the quarter. Cyndeo Wealth Partners LLC’s holdings in Chevron were worth $2,276,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of the stock. Quaker Wealth Management LLC raised its holdings in shares of Chevron by 197.7% in the second quarter. Quaker Wealth Management LLC now owns 217 shares of the oil and gas company’s stock valued at $31,000 after purchasing an additional 439 shares during the last quarter. Vermillion & White Wealth Management Group LLC grew its position in Chevron by 86.1% in the 2nd quarter. Vermillion & White Wealth Management Group LLC now owns 255 shares of the oil and gas company’s stock worth $37,000 after purchasing an additional 118 shares in the last quarter. IMG Wealth Management Inc. increased its stake in Chevron by 52.3% in the 2nd quarter. IMG Wealth Management Inc. now owns 265 shares of the oil and gas company’s stock valued at $38,000 after buying an additional 91 shares during the last quarter. GFG Capital LLC purchased a new stake in Chevron in the 2nd quarter valued at about $42,000. Finally, LFA Lugano Financial Advisors SA lifted its position in shares of Chevron by 106.7% during the 2nd quarter. LFA Lugano Financial Advisors SA now owns 310 shares of the oil and gas company’s stock worth $44,000 after buying an additional 160 shares in the last quarter. 72.42% of the stock is currently owned by institutional investors.

Chevron Stock Up 0.0%

Shares of NYSE CVX opened at $147.74 on Friday. 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 capitalization of $297.47 billion, a PE ratio of 20.78, a P/E/G ratio of 8.78 and a beta of 0.68. Chevron Corporation has a one year low of $132.04 and a one year high of $168.96. The business’s fifty day moving average price is $152.31 and its 200-day moving average price is $152.46.

Chevron (NYSE:CVX) last announced 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 business had revenue of $48.17 billion for the quarter, compared to analysts’ expectations of $46.99 billion. Chevron had a return on equity of 8.74% and a net margin of 6.57%.The firm’s quarterly revenue was down 1.9% compared to the same quarter last year. During the same period in the previous year, the business posted $2.48 EPS. On average, equities research analysts anticipate 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. Investors of record on Tuesday, November 18th were paid a dividend of $1.71 per share. This represents a $6.84 dividend on an annualized basis and a dividend yield of 4.6%. The ex-dividend date was Tuesday, November 18th. Chevron’s dividend payout ratio is presently 96.20%.

Insider Buying and Selling

In related news, Director John B. Hess sold 275,000 shares of Chevron stock in a transaction that occurred on Thursday, November 20th. The shares were sold at an average price of $150.75, for a total value of $41,456,250.00. Following the completion of the transaction, the director directly owned 1,128,045 shares in the company, valued at approximately $170,052,783.75. The trade was a 19.60% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 0.21% of the company’s stock.

Analyst Ratings Changes

Several research firms have recently issued reports on CVX. Piper Sandler reduced their target price on Chevron from $171.00 to $169.00 and set an “overweight” rating for the company in a report on Monday, November 10th. Bank of America cut their price objective on Chevron from $183.00 to $180.00 and set a “buy” rating on the stock in a research report on Thursday, December 11th. Barclays reduced their price objective on Chevron from $160.00 to $158.00 and set an “equal weight” rating for the company in a research note on Tuesday, October 7th. Zacks Research lowered Chevron from a “hold” rating to a “strong sell” rating in a research report on Monday, November 24th. Finally, Wall Street Zen raised shares of Chevron from a “sell” rating to a “hold” rating in a report on Saturday, November 8th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, seven have given a Hold rating and four have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $166.00.

Chevron News Summary

Here are the key news stories impacting Chevron this week:

• Positive Sentiment: Chevron sealed a five‑year LNG supply deal to deliver 2 billion cubic meters to Hungary, adding near‑term contracted export volumes and European revenue diversification away from Russian gas. This supports steady cash flow and strengthens Chevron’s European foothold. Chevron to Export 2 Billion Cubic Meters of LNG to Hungary
• Positive Sentiment: Analysts and retail outlets argue Chevron can generate strong free cash flow if energy prices remain elevated through 2030, supporting capital spending, dividends and buybacks even in moderately lower-price scenarios — a bullish operating-profile narrative for long-term income investors. Why Chevron Could Thrive If Energy Prices Stay Elevated Through 2030
• Positive Sentiment: Television commentator Jim Cramer publicly recommended sticking with Chevron and expressed confidence in CEO Mike Wirth’s ability to deliver results — a high‑profile endorsement that can buoy retail sentiment. Jim Cramer on Chevron: “I Would Stick With It”
• Positive Sentiment: Coverage highlighting Chevron as one of Berkshire Hathaway’s “dividend aristocrats” underscores its track record of shareholder returns and may attract income‑focused or dividend‑growth investors. Inside Berkshire’s Dividend Aristocrats: Bank of America, Chevron, and Coca‑Cola
• Positive Sentiment: Benzinga reports Chevron is named among participants in a high‑stakes nuclear/fusion play alongside big tech and finance firms — signalling investments in low‑carbon technologies and potential long‑term strategic optionality. Trump Media Fusion Deal: Donald Trump Joins Google, Chevron, Goldman Sachs In High‑Stakes Nuclear Energy Play
• Neutral Sentiment: Forbes examines whether Chevron’s attractive cash‑return profile is being masked by its Venezuela exposure — a balanced read that highlights strong returns but flags political and sanction risks investors should price in. Is Venezuela Risk Masking Chevron’s Strong Cash‑Return Profile?
• Negative Sentiment: Reporting shows Chevron continues operations in Venezuela despite rising U.S.–Venezuela tensions, which raises sanction, legal and operational risks that could disrupt production or exports. That geopolitical exposure is a potential downside catalyst. Chevron keeps working in Venezuela amid tensions with U.S.
• Negative Sentiment: Some sanctioned oil vessels are diverting from Venezuela after threats of a blockade, indicating potential logistical and export disruptions tied to the geopolitical situation that could indirectly affect Chevron’s Venezuela operations. Some sanctioned oil vessels divert from Venezuela as Trump threatens blockade

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.