Cape Investment Advisory Inc. Has $30,000 Holdings in Chevron Corporation $CVX

Cape Investment Advisory Inc. decreased its holdings in shares of Chevron Corporation (NYSE:CVX) by 99.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 190 shares of the oil and gas company’s stock after selling 20,130 shares during the quarter. Cape Investment Advisory Inc.’s holdings in Chevron were worth $30,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of CVX. United Bank grew its stake in shares of Chevron by 7.7% during the second quarter. United Bank now owns 11,079 shares of the oil and gas company’s stock worth $1,586,000 after purchasing an additional 796 shares during the period. Schnieders Capital Management LLC. lifted its stake 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 valued at $7,280,000 after buying an additional 4,214 shares during the period. Inspire Advisors LLC boosted its holdings in Chevron by 7.0% during the second quarter. Inspire Advisors LLC now owns 2,261 shares of the oil and gas company’s stock worth $324,000 after buying an additional 148 shares during the last quarter. Traub Capital Management LLC bought a new position in Chevron during the second quarter worth about $46,000. Finally, TD Waterhouse Canada Inc. grew its position in shares of Chevron by 1.6% during the 2nd quarter. TD Waterhouse Canada Inc. now owns 134,925 shares of the oil and gas company’s stock worth $19,624,000 after buying an additional 2,135 shares during the period. 72.42% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on CVX. Argus set a $203.00 price target on Chevron in a research note on Tuesday, February 3rd. Jefferies Financial Group lifted their price objective on shares of Chevron from $174.00 to $189.00 and gave the stock a “buy” rating in a research note on Wednesday, January 14th. Morgan Stanley decreased their price objective on shares of Chevron from $180.00 to $174.00 and set an “overweight” rating for the company in a report on Friday, January 23rd. Wall Street Zen raised shares of Chevron from a “sell” rating to a “hold” rating in a research note on Saturday, January 31st. Finally, Wells Fargo & Company lifted their price target on shares of Chevron from $196.00 to $204.00 and gave the stock an “overweight” rating in a research report on Monday, February 2nd. Thirteen research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and four have given a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $183.18.

Key Stories Impacting Chevron

Here are the key news stories impacting Chevron this week:

• Positive Sentiment: Chevron outperformed the wider market today as demand for energy and stronger crude prices lifted integrated oil majors; Zacks highlights CVX’s intraday gain and renewed investor interest. Why the Market Dipped But Chevron (CVX) Gained Today
• Positive Sentiment: Chevron is benefiting from a broader energy rally that’s boosted major holdings in portfolios like Berkshire Hathaway’s; CVX’s YTD performance and sector momentum are drawing institutional attention and helping push the share price up. Berkshire’s Energy Stocks Are Rallying. But an ETF Would’ve Done Better.
• Positive Sentiment: Broker coverage is supportive: recent forecasts from banks (Mizuho, Barclays) project strong price appreciation for CVX, reinforcing buy-side conviction and likely contributing to inflows. Mizuho Forecasts Strong Price Appreciation for Chevron (NYSE:CVX) Stock
• Neutral Sentiment: Chevron Technology Ventures joined a $35M funding round for KEWAZO, a heavy-industry robotics firm — a strategic, small-scale investment that supports operational efficiency but is unlikely to move near-term earnings. Chevron Technology Ventures, Asahi Kasei Invest in Heavy-Industry Robotics Company KEWAZO
• Neutral Sentiment: Retail-focused pieces show strong YTD returns for CVX (e.g., “$1,000 invested since Jan 1” write-ups), which can amplify momentum trading but are descriptive rather than fundamental drivers. If you invested $1,000 in Chevron stock at the start of 2026, here’s your return now
• Negative Sentiment: Operational/legal and geopolitical risks remain: Chevron disclosed a settlement over invalid renewable fuel credits and has warned of supply risks tied to Middle East disruptions — items that could pressure costs or create volatility if escalations occur. Is Chevron (CVX) Balancing Dividend Strength With Rising Geopolitical Risk In Its Energy Strategy?

Insider Activity at Chevron

In related news, CEO Michael K. Wirth sold 320,700 shares of the business’s stock in a transaction on Monday, January 5th. The shares were 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 of the company’s stock, valued at approximately $2,355,205.50. The trade was a 95.69% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CFO Eimear P. Bonner sold 32,100 shares of the company’s stock in a transaction on Friday, January 30th. The stock was sold at an average price of $175.01, for a total transaction of $5,617,821.00. Following the completion of the transaction, the chief financial officer directly owned 4,366 shares of the company’s stock, valued at approximately $764,093.66. The trade was a 88.03% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,099,397 shares of company stock worth $196,196,468 over the last ninety days. 0.21% of the stock is owned by corporate insiders.

Chevron Trading Up 1.4%

NYSE CVX opened at $201.35 on Friday. Chevron Corporation has a one year low of $132.04 and a one year high of $202.44. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.15 and a quick ratio of 0.86. The firm has a market cap of $401.77 billion, a P/E ratio of 30.23, a P/E/G ratio of 1.84 and a beta of 0.67. The stock’s 50-day moving average is $180.53 and its 200-day moving average is $163.12.

Chevron (NYSE:CVX) last issued its quarterly earnings data on Friday, January 30th. The oil and gas company reported $1.52 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.44 by $0.08. Chevron had a return on equity of 7.89% and a net margin of 6.51%.The business had revenue of $45.79 billion during the quarter, compared to analyst estimates of $48.18 billion. During the same period in the previous year, the firm earned $2.06 EPS. Chevron’s quarterly revenue was down 10.2% compared to the same quarter last year. Sell-side analysts anticipate that Chevron Corporation will post 10.79 earnings per share for the current fiscal year.

Chevron Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 17th were issued a $1.78 dividend. This represents a $7.12 annualized dividend and a dividend yield of 3.5%. This is a boost from Chevron’s previous quarterly dividend of $1.71. The ex-dividend date was Tuesday, February 17th. Chevron’s dividend payout ratio is currently 106.91%.

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.