Clearstead Trust LLC Acquires 6,166 Shares of Chevron Corporation $CVX

Clearstead Trust LLC grew its stake in shares of Chevron Corporation (NYSE:CVX) by 36.4% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 23,099 shares of the oil and gas company’s stock after buying an additional 6,166 shares during the period. Chevron accounts for about 0.6% of Clearstead Trust LLC’s investment portfolio, making the stock its 27th largest position. Clearstead Trust LLC’s holdings in Chevron were worth $3,587,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also recently modified their holdings of the stock. Castellan Group grew its stake in shares of Chevron by 10.7% in the 2nd quarter. Castellan Group now owns 20,405 shares of the oil and gas company’s stock worth $2,922,000 after buying an additional 1,965 shares in the last quarter. United Bank lifted its holdings in shares of Chevron by 7.7% in the 2nd quarter. United Bank now owns 11,079 shares of the oil and gas company’s stock valued at $1,586,000 after acquiring an additional 796 shares during the last quarter. Schnieders Capital Management LLC. grew its position in Chevron by 9.0% in the second quarter. Schnieders Capital Management LLC. now owns 50,839 shares of the oil and gas company’s stock worth $7,280,000 after acquiring an additional 4,214 shares in the last quarter. R Squared Ltd bought a new stake in Chevron during the second quarter worth approximately $268,000. Finally, MQS Management LLC bought a new stake in Chevron during the second quarter worth approximately $390,000. Institutional investors own 72.42% of the company’s stock.

Chevron Trading Down 0.6%

NYSE CVX opened at $183.69 on Monday. The stock has a market cap of $369.86 billion, a PE ratio of 27.58, a PEG ratio of 12.17 and a beta of 0.70. Chevron Corporation has a 12 month low of $132.04 and a 12 month high of $187.90. The company’s 50-day moving average price is $165.86 and its 200-day moving average price is $158.56. The company has a current ratio of 1.15, a quick ratio of 0.86 and a debt-to-equity ratio of 0.19.

Chevron (NYSE:CVX) last announced its quarterly earnings data on Friday, January 30th. The oil and gas company reported $1.52 earnings per share for the quarter, beating analysts’ consensus estimates of $1.44 by $0.08. The company had revenue of $45.79 billion during the quarter, compared to analyst estimates of $48.18 billion. Chevron had a net margin of 6.51% and a return on equity of 8.23%. The firm’s revenue for the quarter was down 10.2% on a year-over-year basis. During the same quarter last year, the business posted $2.06 EPS. Equities research analysts forecast that Chevron Corporation will post 10.79 earnings per share for the current year.

Chevron Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 17th will be issued a $1.78 dividend. The ex-dividend date is Tuesday, February 17th. This is a positive change from Chevron’s previous quarterly dividend of $1.71. This represents a $7.12 dividend on an annualized basis and a dividend yield of 3.9%. Chevron’s dividend payout ratio (DPR) is presently 106.91%.

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on CVX shares. JPMorgan Chase & Co. upgraded Chevron from a “neutral” rating to an “overweight” rating and set a $176.00 target price for the company in a report on Tuesday, January 20th. Weiss Ratings restated a “hold (c)” rating on shares of Chevron in a research report on Wednesday, January 21st. Zacks Research upgraded shares of Chevron from a “strong sell” rating to a “hold” rating in a research report on Tuesday, December 23rd. Citigroup reduced their target price on shares of Chevron from $185.00 to $179.00 and set a “buy” rating on the stock in a research note on Monday, January 5th. Finally, Argus set a $203.00 price target on shares of Chevron in a research note on Tuesday, February 3rd. Thirteen equities research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and four have issued a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Hold” and a consensus price target of $176.36.

Trending Headlines about Chevron

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

Insider Buying and Selling

In other Chevron news, CEO Michael K. Wirth sold 320,700 shares of the firm’s stock in a transaction on Monday, January 5th. The stock was sold at an average price of $162.99, for a total transaction of $52,270,893.00. Following the transaction, the chief executive officer directly owned 14,450 shares in the company, valued at $2,355,205.50. This trade represents a 95.69% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CFO Eimear P. Bonner sold 32,100 shares of Chevron stock in a transaction on Friday, January 30th. The shares were sold at an average price of $175.01, for a total value of $5,617,821.00. Following the sale, the chief financial officer directly owned 4,366 shares of the company’s stock, valued at approximately $764,093.66. This trade represents a 88.03% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 534,898 shares of company stock valued at $89,543,711 over the last 90 days. 0.20% of the stock is owned by insiders.

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.