Atria Investments Inc Boosts Holdings in Chevron Corporation $CVX

Atria Investments Inc raised its holdings in shares of Chevron Corporation (NYSE:CVX) by 1.9% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 226,501 shares of the oil and gas company’s stock after buying an additional 4,211 shares during the period. Atria Investments Inc’s holdings in Chevron were worth $35,173,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the business. Quaker Wealth Management LLC increased its position 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 worth $31,000 after buying an additional 439 shares in the last quarter. Decker Retirement Planning Inc. bought a new position in shares of Chevron during the 3rd quarter valued at approximately $34,000. Vermillion & White Wealth Management Group LLC increased its holdings 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 acquiring an additional 118 shares in the last quarter. IMG Wealth Management Inc. raised its stake in Chevron by 52.3% during the 2nd quarter. IMG Wealth Management Inc. now owns 265 shares of the oil and gas company’s stock worth $38,000 after acquiring an additional 91 shares during the period. Finally, Marquette Asset Management LLC purchased a new position in Chevron during the third quarter valued at approximately $41,000. 72.42% of the stock is currently owned by institutional investors.

Chevron Stock Performance

Chevron stock opened at $185.83 on Thursday. The company has a 50 day moving average price of $161.23 and a 200-day moving average price of $157.06. 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 Corporation has a fifty-two week low of $132.04 and a fifty-two week high of $186.52. The company has a market capitalization of $374.16 billion, a PE ratio of 27.90, a P/E/G ratio of 12.25 and a beta of 0.70.

Chevron (NYSE:CVX) last announced its quarterly earnings data on Friday, January 30th. The oil and gas company reported $1.52 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.44 by $0.08. The company had revenue of $45.79 billion for the quarter, compared to analysts’ expectations of $48.18 billion. Chevron had a return on equity of 8.23% and a net margin of 6.51%.Chevron’s revenue was down 10.2% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $2.06 earnings per share. As a group, equities 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. Stockholders of record on Tuesday, February 17th will be paid a dividend of $1.78 per share. This is an increase from Chevron’s previous quarterly dividend of $1.71. This represents a $7.12 annualized dividend and a dividend yield of 3.8%. The ex-dividend date is Tuesday, February 17th. Chevron’s payout ratio is 102.70%.

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on CVX shares. Citigroup reduced their price objective 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. TD Cowen upped their price objective on Chevron from $160.00 to $168.00 and gave the stock a “hold” rating in a research note on Monday, February 2nd. Piper Sandler dropped their target price on shares of Chevron from $178.00 to $174.00 and set an “overweight” rating for the company in a research report on Thursday, January 8th. Raymond James Financial reaffirmed an “outperform” rating and set a $160.00 target price (down from $170.00) on shares of Chevron in a research note on Friday, October 17th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Chevron in a research note on Wednesday, January 21st. Twelve investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and four have given a Sell rating to the company. Based on data from MarketBeat, Chevron currently has a consensus rating of “Hold” and a consensus target price of $175.00.

Chevron News Roundup

Here are the key news stories impacting Chevron this week:

• Positive Sentiment: Chevron won rights to a Sirte Basin block in Libya, marking the company’s return to Libya and opening access to one of Africa’s largest crude basins — investors see upside from new exploration potential and reserve upside. Libya Awards First Oil Blocks In 20 Years to Chevron and Europe’s Oil Majors
• Positive Sentiment: Coverage notes Chevron’s award of the prized Sirte Basin block alongside Eni and Repsol — immediate driver for CVX shares as markets price in additional exploration upside. Chevron to enter Libya after awarded prized Sirte Basin block; Eni, Repsol also win bids
• Positive Sentiment: Industry press frames Chevron’s Libya move as part of a broader “Big Oil” return to global exploration — signals management is pursuing growth opportunities beyond the Americas. Big Oil embraces global exploration again as Chevron returns to Libya
• Positive Sentiment: Real‑time market coverage links Chevron’s Libya win to the stock hitting fresh highs — short‑term sentiment and momentum pushed by the award. Chevron Stock Smashes 52-Week High After Big Libya Oil Win
• Positive Sentiment: Barron’s and other outlets highlight energy stocks as a market theme for 2026 — sector flows and higher oil prices provide a supportive macro backdrop for CVX. Energy Stocks Are Winning 2026. Why They Could Keep Going.
• Positive Sentiment: Several bullish retail/investor pieces say Chevron could be a top performer in its sector in 2026, pointing to strong execution and higher free cash flow potential at current oil prices. This Stock Could Be a Top Performer in Its Sector By the End of 2026
• Positive Sentiment: Chevron raised its quarterly dividend by 4.09% (to $1.78), which supports income‑oriented investor demand and underpins valuation. Chevron Dividend Increase By 4.09%
• Neutral Sentiment: Analyst and comparison pieces examine Chevron versus other high‑yield energy names (e.g., Enterprise Products Partners); useful framing but not an immediate stock mover. Enterprise Products Partners vs. Chevron: Which High-Yield Energy Stock Will Outperform in 2026?
• Neutral Sentiment: Reporting on leadership shifts and recent deals outlines factors shaping Chevron’s valuation and strategy; important for medium‑term outlook but not the immediate trigger. Chevron Leadership Shifts And New Deals Shape Valuation And Growth Outlook
• Negative Sentiment: Operational and geopolitical risk in Libya remains material — security, regulatory uncertainty, and timeline to production could delay or limit the value of the award, creating downside risk if markets reassess the prize. Chevron, Eni Among Winners of First Libya Oil Auction Since 2007

Insider Buying and Selling

In other news, Vice Chairman Mark A. Nelson sold 45,800 shares of the stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $174.17, for a total transaction of $7,976,986.00. Following the transaction, the insider directly owned 7,161 shares in the company, valued at approximately $1,247,231.37. This trade represents a 86.48% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CTO Thomas Ryder Booth sold 6,000 shares of Chevron stock in a transaction that occurred on Tuesday, February 3rd. The shares were sold at an average price of $178.43, for a total transaction of $1,070,580.00. Following the transaction, the chief technology officer directly owned 476 shares in the company, valued at approximately $84,932.68. The trade was a 92.65% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 793,158 shares of company stock valued at $127,919,578 over the last quarter. 0.21% of the stock is owned by company 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.