Coldstream Capital Management Inc. Has $12.06 Million Stock Holdings in Chevron Corporation $CVX

Coldstream Capital Management Inc. grew its stake in shares of Chevron Corporation (NYSE:CVX) by 13.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 77,689 shares of the oil and gas company’s stock after purchasing an additional 9,031 shares during the period. Coldstream Capital Management Inc.’s holdings in Chevron were worth $12,064,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Decker Retirement Planning Inc. purchased a new stake in Chevron during the third quarter valued at about $34,000. Vermillion & White Wealth Management Group LLC increased its position 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 worth $37,000 after acquiring an additional 118 shares in the last quarter. Marquette Asset Management LLC acquired a new stake in shares of Chevron during the third quarter valued at approximately $41,000. Barnes Dennig Private Wealth Management LLC raised its holdings in shares of Chevron by 306.1% during the third quarter. Barnes Dennig Private Wealth Management LLC now owns 268 shares of the oil and gas company’s stock valued at $42,000 after acquiring an additional 202 shares during the period. Finally, Turning Point Benefit Group Inc. purchased a new stake in shares of Chevron in the 3rd quarter valued at approximately $49,000. Institutional investors and hedge funds own 72.42% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on the stock. Morgan Stanley lowered their price objective on shares of Chevron from $180.00 to $174.00 and set an “overweight” rating on the stock in a research report on Friday, January 23rd. Wells Fargo & Company raised their target price on Chevron from $196.00 to $204.00 and gave the stock an “overweight” rating in a research report on Monday, February 2nd. BMO Capital Markets reiterated an “outperform” rating and set a $190.00 price target on shares of Chevron in a report on Monday, February 2nd. Argus set a $203.00 price target on Chevron in a research report on Tuesday, February 3rd. Finally, Jefferies Financial Group increased their price objective on Chevron from $174.00 to $189.00 and gave the stock a “buy” rating in a research note on Wednesday, January 14th. Thirteen equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and four have given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $183.18.

Key Chevron News

Here are the key news stories impacting Chevron this week:

• Positive Sentiment: Chevron is reportedly in advanced negotiations to acquire a 30% stake in Ultrapar’s Ipiranga unit, expanding its retail and fuel-market footprint in Brazil — a strategic growth move in a large, high-margin market. Chevron in Advanced Negotiations to Buy 30% Stake in Ipiranga
• Positive Sentiment: Mizuho raised its price target on CVX to $217 and assigned an “outperform” rating, signaling institutional confidence and providing upside thesis support for the stock. Mizuho price target raise
• Positive Sentiment: WTI and Brent oil prices rose amid doubts about a U.S.-led coalition to secure Strait of Hormuz shipping, which typically benefits large integrated oil names like Chevron through higher commodity realizations. Oil jumps over 2%
• Positive Sentiment: Chevron awarded a FEED contract for the Aphrodite gas field in Cyprus, advancing its Eastern Mediterranean gas development pipeline and long-term production optionality. Chevron Advances Cyprus’ Aphrodite Gas Field Development
• Neutral Sentiment: Coverage pieces note Chevron’s size as a large dividend payer and buyback issuer, reinforcing its appeal to income-focused investors but not a near-term price catalyst on its own. Does Chevron pay dividends?
• Neutral Sentiment: Wider market commentary highlights volatility from the Middle East conflict; this creates both upside from higher oil and downside risk from disrupted trade—mixed for CVX. Market Chatter
• Negative Sentiment: Chevron agreed to pay just over $1M and retire ~2M renewable fuel credits to settle alleged violations under the Renewable Fuel Standard — a modest financial hit but a regulatory / compliance headline. Chevron Hit With $1 Million Penalty
• Negative Sentiment: WSJ reporting on CIA dealings with an ex-Chevron executive raises reputational questions around industry-government ties; potential PR and oversight risks could concern some investors. Takeaways From WSJ Reporting
• Negative Sentiment: Barclays’ price-target move to $180 with an “equal weight” rating implies limited near-term upside from that shop’s view and contrasts with the more bullish Mizuho call — adding conflicting analyst signals. Barclays price target change

Chevron Trading Up 0.6%

Shares of NYSE:CVX opened at $197.97 on Wednesday. The firm has a fifty day moving average of $178.82 and a two-hundred day moving average of $162.60. The company has a quick ratio of 0.86, a current ratio of 1.15 and a debt-to-equity ratio of 0.21. Chevron Corporation has a 12-month low of $132.04 and a 12-month high of $200.58. The firm has a market capitalization of $395.03 billion, a P/E ratio of 29.73, a price-to-earnings-growth ratio of 1.82 and a beta of 0.67.

Chevron (NYSE:CVX) last posted its quarterly earnings results 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 7.89%. The business had revenue of $45.79 billion for the quarter, compared to the consensus estimate of $48.18 billion. During the same period in the prior year, the business posted $2.06 earnings per share. Chevron’s revenue for the quarter was down 10.2% compared to the same quarter last year. On average, equities analysts expect that Chevron Corporation will post 10.79 EPS for the current fiscal year.

Chevron Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 17th were paid a dividend of $1.78 per share. This is a boost from Chevron’s previous quarterly dividend of $1.71. The ex-dividend date of this dividend was Tuesday, February 17th. This represents a $7.12 dividend on an annualized basis and a dividend yield of 3.6%. Chevron’s dividend payout ratio (DPR) is 106.91%.

Insider Activity at Chevron

In related news, insider Alana K. Knowles sold 2,408 shares of the stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $183.28, for a total value of $441,338.24. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, insider Andrew Benjamin Walz sold 11,600 shares of the firm’s stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $188.58, for a total transaction of $2,187,528.00. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 1,099,397 shares of company stock worth $196,196,468. 0.20% of the stock is currently owned by corporate insiders.

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.