CapWealth Advisors LLC Has $29.77 Million Stake in Chevron Corporation $CVX

CapWealth Advisors LLC reduced its stake in shares of Chevron Corporation (NYSE:CVX) by 4.3% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 191,708 shares of the oil and gas company’s stock after selling 8,622 shares during the period. Chevron comprises approximately 2.0% of CapWealth Advisors LLC’s portfolio, making the stock its 15th biggest position. CapWealth Advisors LLC’s holdings in Chevron were worth $29,770,000 as of its most recent SEC filing.

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

Chevron News Roundup

Here are the key news stories impacting Chevron this week:

• Positive Sentiment: Chevron is reportedly in final talks to sell its Singapore refining & distribution assets in Q1, a move that would recycle capital, reduce downstream exposure and improve return metrics. Exclusive: Chevron plans to finalise Singapore oil assets sale in Q1, sources say
• Positive Sentiment: Discussions with Turkey’s state energy firm (TPAO) about joint oil & gas exploration could open new upstream opportunities and long‑term production upside if projects progress. Chevron and Turkey in Talks for Joint Oil & Gas Exploration
• Positive Sentiment: J.P. Morgan upgraded CVX to overweight with a $176 price target, boosting investor sentiment and buy-side interest. Chevron upgraded at J.P. Morgan (Benzinga)
• Positive Sentiment: Geopolitical shifts — U.S. moves on Venezuela and developments around the Leviathan gas project — are being framed as potential catalysts that could change Chevron’s long‑term asset access and the investment case if licensing or sanctions regimes shift. U.S. Moves on Venezuela and Leviathan Gas Might Change The Case For Investing In Chevron
• Neutral Sentiment: Analyst and media write-ups (valuations vs. peers, catalysts to watch) are keeping CVX in focus; these pieces provide context for investors but don’t by themselves change fundamentals. What Catalysts Are Reshaping The Chevron (CVX) Story For Investors?
• Neutral Sentiment: Comparisons with Petrobras and other peers are prompting re‑evaluation of valuation vs. operational momentum; useful for relative positioning but mixed on a directional trade. Chevron or Petrobras: Best Bet After the Venezuela Shock Now
• Negative Sentiment: Disclosure that a U.S. senator purchased CVX shares before a high‑profile U.S. operation related to Venezuela has generated headlines and could invite scrutiny, creating a reputational/regulatory overhang. Sen. Markwayne Mullin Bought Chevron and Raytheon Stock Days Before U.S. Venezuela Operation
• Negative Sentiment: The Wall Street Journal highlights Chevron’s dilemma in Venezuela — the company wants access to reserves but is wary of investing heavily amid political risk, underscoring execution and sovereign‑risk limitations. Chevron’s Dilemma in Venezuela

Analyst Ratings Changes

Several equities research analysts have commented on CVX shares. Scotiabank reiterated a “sector perform” rating and issued a $168.00 price objective on shares of Chevron in a research note on Friday, January 16th. Piper Sandler decreased their price target on Chevron from $178.00 to $174.00 and set an “overweight” rating for the company in a research report on Thursday, January 8th. Freedom Capital lowered Chevron from a “hold” rating to a “strong sell” rating in a report on Tuesday, January 6th. JPMorgan Chase & Co. upgraded Chevron from a “neutral” rating to an “overweight” rating and set a $176.00 price objective for the company in a research note on Tuesday. Finally, UBS Group reiterated a “buy” rating on shares of Chevron in a research note on Monday, December 1st. One research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, seven have assigned a Hold rating and four have given a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $170.29.

Chevron Stock Performance

Shares of CVX opened at $166.71 on Thursday. Chevron Corporation has a 1 year low of $132.04 and a 1 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 fifty day moving average price is $154.12 and its two-hundred day moving average price is $154.60. The firm has a market cap of $335.67 billion, a PE ratio of 23.45, a PEG ratio of 10.81 and a beta of 0.70.

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

Chevron Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, December 10th. Stockholders of record on Tuesday, November 18th were paid a $1.71 dividend. The ex-dividend date was Tuesday, November 18th. This represents a $6.84 annualized dividend and a dividend yield of 4.1%. Chevron’s dividend payout ratio (DPR) is presently 96.20%.

Insider Buying and Selling at Chevron

In related news, CFO Eimear P. Bonner sold 28,334 shares of the company’s stock in a transaction that occurred on Monday, January 5th. The shares were sold at an average price of $165.05, for a total transaction of $4,676,526.70. Following the sale, the chief financial officer directly owned 4,366 shares in the company, valued at approximately $720,608.30. This represents a 86.65% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, insider Alana K. Knowles sold 3,200 shares of the firm’s stock in a transaction that occurred on Wednesday, January 14th. The stock was sold at an average price of $168.00, for a total transaction of $537,600.00. Following the completion of the transaction, the insider directly owned 1,207 shares of the company’s stock, valued at approximately $202,776. This trade represents a 72.61% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 635,190 shares of company stock worth $100,254,408. 0.21% of the stock is currently owned by company insiders.

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.