Greenberg Financial Group Invests $1.75 Million in Chevron Corporation $CVX

Greenberg Financial Group bought a new position in Chevron Corporation (NYSE:CVX) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 11,449 shares of the oil and gas company’s stock, valued at approximately $1,745,000. Chevron makes up 0.7% of Greenberg Financial Group’s portfolio, making the stock its 28th biggest holding.

Several other institutional investors and hedge funds have also modified their holdings of the business. Hager Investment Management Services LLC boosted its holdings in shares of Chevron by 6.4% in the 4th quarter. Hager Investment Management Services LLC now owns 5,298 shares of the oil and gas company’s stock worth $807,000 after acquiring an additional 318 shares in the last quarter. MH & Associates Securities Management Corp ADV acquired a new position in Chevron during the 4th quarter worth $3,652,000. Newman Dignan & Sheerar Inc. lifted its holdings in Chevron by 13.0% during the 4th quarter. Newman Dignan & Sheerar Inc. now owns 15,737 shares of the oil and gas company’s stock worth $2,398,000 after buying an additional 1,812 shares in the last quarter. Demars Financial Group LLC lifted its stake in shares of Chevron by 1.9% in the 4th quarter. Demars Financial Group LLC now owns 8,256 shares of the oil and gas company’s stock valued at $1,258,000 after purchasing an additional 150 shares during the period. Finally, Cliftonlarsonallen Wealth Advisors LLC lifted its stake in shares of Chevron by 17.8% in the 4th quarter. Cliftonlarsonallen Wealth Advisors LLC now owns 14,194 shares of the oil and gas company’s stock valued at $2,163,000 after purchasing an additional 2,143 shares during the period. 72.42% of the stock is owned by institutional investors and hedge funds.

Chevron News Summary

Here are the key news stories impacting Chevron this week:

• Positive Sentiment: Chevron resumed natural gas output at the Leviathan offshore field after a 33‑day halt, lifting capacity and reinforcing its LNG and Eastern Mediterranean supply role — a near‑term boost to volumes and strategic positioning. Read More.
• Positive Sentiment: BMO Capital raised its price target on CVX to $205 and kept an Outperform rating, reflecting upside in Chevron’s cash returns and resilience despite an uncertain oil price range. Read More.
• Positive Sentiment: Erste Group boosted its FY2026 EPS forecast for Chevron, signaling some analyst upward revisions to earnings expectations as company fundamentals and higher commodity prices support cash flow. Read More.
• Neutral Sentiment: Longer‑term bullish research pieces highlight Chevron as a durable dividend and integrated energy exposure play (LNG + upstream), supporting buy‑and‑hold interest even amid short‑term volatility. Read More.
• Neutral Sentiment: Rising oil pushed option premiums wider, prompting some traders to favor covered‑call and cash‑secured‑put strategies on CVX — a sign of elevated volatility rather than a directional signal. Read More.
• Negative Sentiment: Market reaction to a two‑week US‑Iran ceasefire sent oil prices lower and triggered a pullback in Chevron shares as investors price in a reduced near‑term supply shock. Several news outlets flagged CVX among stocks sliding despite a broader market rally. Read More.
• Negative Sentiment: Despite the ceasefire, geopolitical risk remains: recent drone strikes on Saudi Arabia’s East‑West pipeline and political comments suggesting the truce is fragile keep a risk premium on energy — this uncertainty can quickly re‑tighten or loosen oil prices and fuel volatility in CVX. Read More.
• Negative Sentiment: Market commentary (Barron’s, Investopedia, The Motley Fool) notes today may mark a rotational pullback for energy after March’s rally — analysts warn gains could be tested if oil stabilizes lower, pressuring CVX near term. Read More.

Analyst Ratings Changes

A number of analysts recently commented on the stock. HSBC upgraded shares of Chevron from a “hold” rating to a “buy” rating and set a $215.00 price objective for the company in a research report on Friday, March 20th. Sanford C. Bernstein increased their target price on Chevron from $170.00 to $172.00 and gave the stock a “market perform” rating in a report on Monday, January 5th. BMO Capital Markets restated an “outperform” rating and set a $190.00 price objective on shares of Chevron in a research note on Monday, February 2nd. Scotiabank upgraded shares of Chevron to a “hold” rating in a research note on Friday, March 27th. Finally, Freedom Capital downgraded shares of Chevron from a “hold” rating to a “strong sell” rating in a research note on Tuesday, January 6th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, five have assigned a Hold rating and four have given a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $187.64.

Insider Activity

In other Chevron news, CEO Michael K. Wirth sold 272,624 shares of the business’s stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $189.35, for a total transaction of $51,621,354.40. Following the sale, the chief executive officer owned 31,266 shares of the company’s stock, valued at approximately $5,920,217.10. The trade was a 89.71% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Alana K. Knowles sold 2,408 shares of the business’s stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $183.28, for a total transaction of $441,338.24. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 782,607 shares of company stock valued at $146,510,571. 0.21% of the stock is currently owned by insiders.

Chevron Stock Performance

Shares of NYSE:CVX opened at $192.81 on Thursday. The company’s 50 day simple moving average is $190.88 and its 200 day simple moving average is $167.59. The stock has a market capitalization of $384.74 billion, a price-to-earnings ratio of 28.95, a price-to-earnings-growth ratio of 1.66 and a beta of 0.60. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.15 and a quick ratio of 0.86. Chevron Corporation has a 1 year low of $132.04 and a 1 year high of $214.71.

Chevron (NYSE:CVX) last posted its 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. The firm had revenue of $45.79 billion for the quarter, compared to analysts’ expectations of $48.18 billion. Chevron had a net margin of 6.51% and a return on equity of 7.89%. The company’s revenue was down 10.2% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.06 earnings per share. As a group, research analysts predict that Chevron Corporation will post 10.79 EPS for the current fiscal year.

Chevron Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 17th were paid a dividend of $1.78 per share. The ex-dividend date of this dividend was Tuesday, February 17th. This is a boost from Chevron’s previous quarterly dividend of $1.71. This represents a $7.12 dividend on an annualized basis and a dividend yield of 3.7%. Chevron’s payout ratio is presently 106.91%.

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.