12,987 Shares in Chevron Corporation $CVX Purchased by Financial Planning Hawaii Inc.

Financial Planning Hawaii Inc. purchased a new stake in shares of Chevron Corporation (NYSE:CVX) in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 12,987 shares of the oil and gas company’s stock, valued at approximately $1,979,000. Chevron accounts for 1.1% of Financial Planning Hawaii Inc.’s holdings, making the stock its 21st biggest position.

Other large investors have also added to or reduced their stakes in the company. Vanguard Group Inc. grew its position in shares of Chevron by 17.9% during the 3rd quarter. Vanguard Group Inc. now owns 183,790,028 shares of the oil and gas company’s stock valued at $28,540,753,000 after acquiring an additional 27,961,463 shares during the period. State Street Corp raised its holdings in shares of Chevron by 9.1% in the 3rd quarter. State Street Corp now owns 152,605,988 shares of the oil and gas company’s stock worth $23,698,184,000 after purchasing an additional 12,789,399 shares during the period. Berkshire Hathaway Inc raised its holdings in shares of Chevron by 2.9% in the 2nd quarter. Berkshire Hathaway Inc now owns 122,064,792 shares of the oil and gas company’s stock worth $17,478,458,000 after purchasing an additional 3,454,258 shares during the period. Northern Trust Corp lifted its stake in Chevron by 15.3% in the third quarter. Northern Trust Corp now owns 22,724,515 shares of the oil and gas company’s stock valued at $3,528,890,000 after purchasing an additional 3,007,403 shares during the last quarter. Finally, Fisher Asset Management LLC lifted its stake in Chevron by 1.6% in the third quarter. Fisher Asset Management LLC now owns 21,152,060 shares of the oil and gas company’s stock valued at $3,284,704,000 after purchasing an additional 325,255 shares during the last quarter. Hedge funds and other institutional investors own 72.42% of the company’s stock.

Insider Activity

In related news, insider R. Hewitt Pate sold 58,000 shares of the company’s stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $188.65, for a total transaction of $10,941,700.00. Following the sale, the insider owned 8,558 shares of the company’s stock, valued at approximately $1,614,466.70. This represents a 87.14% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CFO Eimear P. Bonner sold 32,100 shares of the stock in a transaction that occurred 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 sale, the chief financial officer owned 4,366 shares in the company, valued at $764,093.66. This represents a 88.03% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 1,099,397 shares of company stock worth $196,196,468 in the last three months. Insiders own 0.20% of the company’s stock.

Key Stories Impacting Chevron

Here are the key news stories impacting Chevron this week:

• Positive Sentiment: Analysts raised targets and upgraded the stock, supporting upside expectations and helping sentiment. Chevron (NYSE:CVX) Price Target Raised to $212.00
• Positive Sentiment: A cluster of California offshore platforms has restarted sales, sending crude to Chevron’s Los Angeles-area refinery — a near-term supply win for refining margins and throughput. Sable Restarts California Oil Sales, Sends Crude to Chevron
• Positive Sentiment: Multiple articles highlight upward earnings-estimate revisions and momentum characteristics for CVX, which can attract momentum-focused flows and support the stock if revisions continue. What Makes Chevron (CVX) a Strong Momentum Stock: Buy Now?
• Neutral Sentiment: Coverage summarizing Wall Street analyst views concludes many see CVX as a solid investment — useful for conviction but not an immediate catalyst absent rating moves or new guidance. Wall Street Analysts Think Chevron (CVX) Is a Good Investment: Is It?
• Neutral Sentiment: Valuation comparisons (e.g., Sasol vs. Chevron) provide context for value investors but don’t create immediate price pressure. SSL vs. CVX: Which Stock Is the Better Value Option?
• Neutral Sentiment: Broader energy-sector strength is a tailwind for majors like Chevron, but sector moves can be offset by company-specific news. Sector Update: Energy Stocks Rise Pre-Bell Monday
• Negative Sentiment: Storm damage at Chevron’s Wheatstone LNG plant in Australia will keep the facility offline for “a number of weeks,” tightening global LNG supply and raising near-term revenue/contract risk for CVX. Chevron says repairs to Wheatstone gas facility to take weeks
• Negative Sentiment: Cyclone-related outages across Australian LNG assets plus talk of a windfall-profits tax add regulatory and fiscal uncertainty that could curb margins or force higher charges on LNG proceeds. Cyclone Outages And Tax Threat Test Chevron’s Australian LNG Story
• Negative Sentiment: Geopolitical uncertainty tied to Iran prompted a public warning from Chevron’s CEO; such uncertainty can increase market volatility and cloud forward oil/demand assumptions. Chevron CEO sounds alarm as Trump puts a 10-day clock on Iran

Chevron Price Performance

Chevron stock opened at $210.67 on Tuesday. The firm has a market capitalization of $420.37 billion, a P/E ratio of 31.63, a PEG ratio of 1.76 and a beta of 0.67. Chevron Corporation has a one year low of $132.04 and a one year high of $214.71. 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 business has a fifty day moving average price of $186.41 and a 200-day moving average price of $165.63.

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

Chevron Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 17th were given a $1.78 dividend. This represents a $7.12 dividend on an annualized basis and a dividend yield of 3.4%. This is an increase from Chevron’s previous quarterly dividend of $1.71. The ex-dividend date was Tuesday, February 17th. Chevron’s dividend payout ratio (DPR) is 106.91%.

Wall Street Analysts Forecast Growth

CVX has been the subject of a number of recent research reports. Bank of America raised their target price on Chevron from $188.00 to $206.00 and gave the stock a “buy” rating in a research report on Monday, March 2nd. Citigroup upped their price target on Chevron from $179.00 to $210.00 and gave the company a “buy” rating in a research report on Monday, March 2nd. Melius Research upgraded Chevron from a “hold” rating to a “buy” rating and set a $205.00 price target for the company in a research note on Tuesday, February 17th. Barclays lifted their price objective on Chevron from $172.00 to $180.00 and gave the stock an “equal weight” rating in a report on Monday, March 16th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Chevron in a report on Wednesday, January 21st. Fourteen analysts have rated the stock with a Buy rating, six have assigned a Hold rating and four have issued a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $186.50.

About Chevron

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.