Carlson Capital L.P. Makes New $699,000 Investment in Chevron Corporation $CVX

Carlson Capital L.P. bought a new position in Chevron Corporation (NYSE:CVX) during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 4,500 shares of the oil and gas company’s stock, valued at approximately $699,000.

Several other hedge funds have also made changes to their positions in CVX. Quaker Wealth Management LLC lifted its position 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 worth $31,000 after purchasing an additional 439 shares in the last quarter. Decker Retirement Planning Inc. acquired a new position in Chevron in the 3rd quarter valued at approximately $34,000. Vermillion & White Wealth Management Group LLC lifted 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 buying an additional 118 shares in the last quarter. IMG Wealth Management Inc. boosted its stake in shares of Chevron by 52.3% during 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 period. Finally, Marquette Asset Management LLC purchased a new position in shares of Chevron during the 3rd quarter valued at $41,000. Hedge funds and other institutional investors own 72.42% of the company’s stock.

Chevron Trading Up 1.0%

Shares of CVX stock opened at $181.06 on Friday. Chevron Corporation has a 12 month low of $132.04 and a 12 month high of $182.59. The company has a market cap of $364.57 billion, a PE ratio of 27.19, a price-to-earnings-growth ratio of 12.01 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. The business’s 50 day moving average is $159.30 and its two-hundred day moving average is $156.40.

Chevron (NYSE:CVX) last issued its quarterly earnings data on Friday, January 30th. The oil and gas company reported $1.52 earnings per share for the quarter, topping analysts’ consensus estimates 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 analysts’ expectations of $48.18 billion. During the same period in the previous year, the company earned $2.06 earnings per share. Chevron’s revenue for the quarter was down 10.2% on a year-over-year basis. Equities analysts predict that Chevron Corporation will post 10.79 EPS for the current year.

Chevron Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 17th will be issued a dividend of $1.78 per share. This represents a $7.12 dividend on an annualized basis and a yield of 3.9%. This is a positive change from Chevron’s previous quarterly dividend of $1.71. The ex-dividend date is Tuesday, February 17th. Chevron’s dividend payout ratio is currently 102.70%.

Insider Buying and Selling

In other news, insider R. Hewitt Pate sold 41,134 shares of Chevron stock in a transaction dated Friday, January 30th. The stock was sold at an average price of $176.40, for a total value of $7,256,037.60. Following the transaction, the insider directly owned 4,169 shares in the company, valued at approximately $735,411.60. The trade was a 90.80% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Vice Chairman Mark A. Nelson sold 45,800 shares of the business’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $174.17, for a total value of $7,976,986.00. Following the transaction, the insider directly owned 7,161 shares of the company’s stock, valued at $1,247,231.37. This represents a 86.48% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 793,158 shares of company stock valued at $127,919,578 in the last quarter. Insiders own 0.21% of the company’s stock.

Key Headlines Impacting Chevron

Here are the key news stories impacting Chevron this week:

• Positive Sentiment: Analyst upgrades and target‑price lifts have driven fresh buying and helped push CVX to new 12‑month highs, supporting momentum. How Recent Analyst Shifts Are Rewriting The Story For Chevron (CVX)
• Positive Sentiment: Company raised the quarterly dividend to $1.78 (ex‑dividend Feb. 17) — a yield near 4% — which attracts income investors and supports the equity multiple. MarketBeat CVX Profile
• Positive Sentiment: Chevron is pursuing production expansion in OPEC‑linked countries and signed an initial offshore MOU involving Syrian waters — potential long‑term reserves upside if geopolitics/sanctions allow. These strategic moves underpin growth expectations. Trump Is Remaking the Global Oil Market, and Exxon and Chevron Want In
• Positive Sentiment: Q4: EPS topped estimates and management reiterated ~10% cash‑flow and production CAGR targets for 2026, which supports forward free cash‑flow expectations and buyback/dividend capacity. Chevron Earnings
• Neutral Sentiment: Leadership reshuffle (internal promotions/retirements) announced for strategy/trading/business development — succession appears organized but is unlikely to change fundamentals immediately. Chevron names new heads of strategy, trading, business development
• Neutral Sentiment: After January’s strong run, valuation checks and analyst commentary note CVX may be partially priced for optimism — investors are debating whether further upside is justified absent stronger top‑line recovery. Chevron (CVX) Valuation Check After Recent Share Price Momentum
• Negative Sentiment: Significant insider selling: filings show multi‑million dollar sales by the CFO, vice chairman, CTO and other senior execs over Feb. 3–5. Heavy insider exits are being read as profit‑taking and can sap sentiment short‑term. Insider Selling: Chevron CFO Sells
• Negative Sentiment: Q4 revenue missed estimates and was down year‑over‑year, underscoring near‑term demand/price pressure despite the EPS beat — investors may trim positions until revenue trends stabilize. Chevron Earnings

Wall Street Analyst Weigh In

Several analysts recently issued reports on CVX shares. Mizuho increased their price objective on Chevron from $204.00 to $206.00 and gave the stock an “outperform” rating in a report on Friday, December 12th. Barclays raised their price target on Chevron from $158.00 to $166.00 and gave the stock an “equal weight” rating in a research note on Wednesday, January 21st. Argus set a $203.00 price target on Chevron in a research note on Tuesday. Raymond James Financial restated an “outperform” rating and issued a $160.00 price objective (down previously from $170.00) on shares of Chevron in a report on Friday, October 17th. Finally, Citigroup reduced their target price on shares of Chevron from $185.00 to $179.00 and set a “buy” rating for the company in a research note on Monday, January 5th. Twelve analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and four have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $175.00.

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.