BWM Planning LLC Buys 8,181 Shares of Chevron Corporation $CVX

Posted by Defense World Staff on Jan 24th, 2026

BWM Planning LLC lifted its stake in shares of Chevron Corporation (NYSE:CVX – Free Report) by 83.8% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 17,945 shares of the oil and gas company’s stock after purchasing an additional 8,181 shares during the period. Chevron accounts for 0.8% of BWM Planning LLC’s holdings, making the stock its 29th biggest position. BWM Planning LLC’s holdings in Chevron were worth $2,787,000 as of its most recent filing with the Securities & Exchange Commission.

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

Chevron Stock Up 0.0%

CVX opened at $166.74 on Friday. The stock has a fifty day moving average of $154.52 and a 200-day moving average of $154.81. The company has a market capitalization of $335.73 billion, a P/E ratio of 23.45, a P/E/G ratio of 10.90 and a beta of 0.70. Chevron Corporation has a fifty-two week low of $132.04 and a fifty-two week high of $169.37. The company has a debt-to-equity ratio of 0.19, a quick ratio of 0.86 and a current ratio of 1.15.

Chevron (NYSE:CVX – Get Free Report) last released its quarterly earnings results on Friday, October 31st. The oil and gas company reported $1.85 EPS for the quarter, topping analysts’ consensus estimates of $1.71 by $0.14. Chevron had a net margin of 6.57% and a return on equity of 8.74%. The business had revenue of $48.17 billion for the quarter, compared to analyst estimates of $46.99 billion. During the same period last year, the firm earned $2.48 earnings per share. Chevron’s revenue for the quarter was down 1.9% compared to the same quarter last year. On average, equities analysts expect that Chevron Corporation will post 10.79 EPS for the current year.

Chevron Announces Dividend

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

Insider Buying and Selling

In other news, Director John B. Hess sold 275,000 shares of the company’s stock in a transaction on Thursday, November 20th. The stock was sold at an average price of $150.75, for a total transaction of $41,456,250.00. Following the completion of the sale, the director directly owned 1,128,045 shares in the company, valued at approximately $170,052,783.75. This represents a 19.60% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CEO Michael K. Wirth sold 320,700 shares of the stock in a transaction on Monday, January 5th. The stock was sold at an average price of $162.99, for a total value of $52,270,893.00. Following the sale, the chief executive officer directly owned 14,450 shares in the company, valued at approximately $2,355,205.50. This trade represents a 95.69% 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 have sold 635,190 shares of company stock valued at $100,254,408. 0.21% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

Several research firms have issued reports on CVX. Jefferies Financial Group upped their price objective on Chevron from $174.00 to $189.00 and gave the company a “buy” rating in a research note on Wednesday, January 14th. Freedom Capital cut Chevron from a “hold” rating to a “strong sell” rating in a research note on Tuesday, January 6th. Barclays raised their price target on Chevron from $158.00 to $166.00 and gave the company an “equal weight” rating in a report on Wednesday. Zacks Research upgraded shares of Chevron from a “strong sell” rating to a “hold” rating in a report on Tuesday, December 23rd. Finally, BMO Capital Markets restated an “outperform” rating on shares of Chevron in a research note on Thursday, January 8th. One analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, seven have assigned a Hold rating and four have given a Sell rating to the stock. According to MarketBeat.com, Chevron has an average rating of “Hold” and an average target price of $170.00.

Get Our Latest Analysis on Chevron

Chevron News Summary

Here are the key news stories impacting Chevron this week:

Positive Sentiment: Heavy options activity suggests institutional bullishness — Benzinga reports “smart money” is placing large bets in CVX options, which can signal traders positioning for upside or volatility. Smart Money Is Betting Big In CVX Options
Positive Sentiment: Broker upgrades/target increases are lifting sentiment — JPMorgan upgraded CVX and Scotiabank raised its target to $168, providing analyst support for the stock. Chevron Stock Rating Upgraded by JPMorgan Chase & Co. Scotiabank raises CVX target to $168
Positive Sentiment: Portfolio moves and buy-side commentary emphasize CVX’s yield and balance-sheet strength — The Motley Fool and dividend-screen lists continue to feature Chevron as an income pick, which can attract long-term income-focused buyers. 3 Reasons to Buy Chevron Stock Like There’s No Tomorrow Best Dividend Stocks to Buy in 2026
Positive Sentiment: Asset-sale progress to streamline portfolio — Chevron expects to conclude the sale of its Singapore refining stake by Q1, which could free cash and improve capital allocation. Chevron Plans to Conclude Sale of Singapore Assets by Q1 FY26
Neutral Sentiment: Longer-term catalysts under review — Coverage pieces highlight Leviathan expansion, progress on Venezuela exposure and post‑Hess integration as potential longer-term upside drivers; these are not immediate earnings drivers but could affect valuation over time. Chevron (CVX) Valuation Check After Leviathan Expansion U.S. Moves on Venezuela and Leviathan Gas Might Change The Case For Investing In Chevron
Neutral Sentiment: Analyst commentary roundup — The Globe and Mail and other outlets are publishing analyst insights on CVX; useful for context but not single‑handedly market moving. Analysts Offer Insights on Energy Companies: Chevron (CVX)
Negative Sentiment: Operational disruption at Tengiz is a near-term headwind — Chevron says production at the large Tengiz field in Kazakhstan has not resumed following a recent shutdown, which could trim volumes and revenue while outage persists. Kazakhstan’s Tengiz oil production has not yet resumed, Chevron says
Negative Sentiment: Q4 earnings expectations look weak — A Zacks preview notes Chevron lacks the key ingredients for an earnings beat and Q4 EPS are expected to decline, which raises the risk of a disappointed reaction when the company reports. Earnings Preview: Chevron (CVX) Q4 Earnings Expected to Decline

About Chevron

(Free Report)

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.