Triad Wealth Partners LLC Has $3.79 Million Stock Holdings in Chevron Corporation $CVX

Triad Wealth Partners LLC raised its stake in Chevron Corporation (NYSE:CVX) by 382.9% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 24,375 shares of the oil and gas company’s stock after buying an additional 19,327 shares during the period. Triad Wealth Partners LLC’s holdings in Chevron were worth $3,785,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the stock. Quaker Wealth Management LLC grew its position in Chevron by 197.7% during the 2nd quarter. Quaker Wealth Management LLC now owns 217 shares of the oil and gas company’s stock worth $31,000 after acquiring an additional 439 shares during the last quarter. Decker Retirement Planning Inc. bought a new stake in shares of Chevron during the third quarter worth about $34,000. Vermillion & White Wealth Management Group LLC grew its holdings in shares of Chevron by 86.1% during the second quarter. Vermillion & White Wealth Management Group LLC now owns 255 shares of the oil and gas company’s stock worth $37,000 after purchasing an additional 118 shares during the last quarter. IMG Wealth Management Inc. increased its stake in shares of Chevron by 52.3% in the second quarter. IMG Wealth Management Inc. now owns 265 shares of the oil and gas company’s stock valued at $38,000 after buying an additional 91 shares during the period. Finally, Marquette Asset Management LLC acquired a new stake in Chevron during the 3rd quarter worth approximately $41,000. 72.42% of the stock is currently owned by institutional investors and hedge funds.

Chevron Stock Up 0.9%

Shares of Chevron stock opened at $166.71 on Thursday. The stock’s 50-day moving average is $154.12 and its 200 day moving average is $154.60. Chevron Corporation has a one year low of $132.04 and a one year high of $169.37. The firm has a market cap of $335.67 billion, a price-to-earnings ratio of 23.45, a PEG ratio of 10.81 and a beta of 0.70. The company has a debt-to-equity ratio of 0.19, a current ratio of 1.15 and a quick ratio of 0.86.

Chevron (NYSE:CVX) last issued its quarterly earnings results on Friday, October 31st. The oil and gas company reported $1.85 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.71 by $0.14. The firm had revenue of $48.17 billion for the quarter, compared to analyst estimates of $46.99 billion. Chevron had a return on equity of 8.74% and a net margin of 6.57%.The company’s revenue was down 1.9% compared to the same quarter last year. During the same period in the previous year, the firm earned $2.48 earnings per share. Equities research analysts anticipate that Chevron Corporation will post 10.79 EPS for the current year.

Chevron Dividend Announcement

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

Analyst Ratings Changes

Several equities analysts have issued reports on CVX shares. Barclays upped their price target on shares of Chevron from $158.00 to $166.00 and gave the company an “equal weight” rating in a research report on Wednesday. Mizuho raised their target price on Chevron from $204.00 to $206.00 and gave the stock an “outperform” rating in a research report on Friday, December 12th. Freedom Capital lowered Chevron from a “hold” rating to a “strong sell” rating in a research report on Tuesday, January 6th. BMO Capital Markets reissued an “outperform” rating on shares of Chevron in a research note on Thursday, January 8th. Finally, JPMorgan Chase & Co. upgraded Chevron from a “neutral” rating to an “overweight” rating and set a $176.00 price objective for the company in a research report on Tuesday. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, seven have issued a Hold rating and four have issued a Sell rating to the stock. According to data from MarketBeat, Chevron presently has a consensus rating of “Hold” and an average price target of $170.29.

Key Chevron News

Here are the key news stories impacting Chevron this week:

• Positive Sentiment: J.P. Morgan upgraded CVX from Neutral to Overweight and set a $176 target, citing improved outlook and post-merger synergies—this lift from a major bank supports near-term buy-side interest. Chevron (NYSE:CVX) Stock Rating Upgraded by JPMorgan Chase & Co.
• Positive Sentiment: Scotiabank raised its price target to $168 in an integrated oil & E&P update, backing the thesis that CVX’s cash flow and dividends remain attractive amid sector strength. Scotiabank raises CVX target to $168 in US integrated oil and E&P update
• Positive Sentiment: Reports say Chevron expects to finalise the sale of its Singapore refining and distribution assets in Q1 after final talks with potential buyers—divesting downstream assets can free cash for higher-return projects and simplify the portfolio. Exclusive: Chevron plans to finalise Singapore oil assets sale in Q1, sources say
• Positive Sentiment: Analyses highlight catalysts that could re-rate CVX: Leviathan gas expansion, progress toward Venezuela licensing, and post-Hess integration benefits—these boost medium-term production and valuation upside. Chevron (CVX) Valuation Check After Leviathan Expansion, Venezuela Progress And Post Hess Merger Upgrades
• Positive Sentiment: Turkey’s state energy firm (TPAO) is reported to be in talks with Chevron about joint oil & gas exploration—new country-level E&P deals would expand exploration optionality and reserves exposure. Chevron and Turkey in Talks for Joint Oil & Gas Exploration
• Neutral Sentiment: Multiple market write-ups and comparisons (including Zacks and Yahoo) are re-evaluating CVX vs. peers (e.g., Petrobras) and discussing whether recent geopolitical moves change the investment case—useful context but not an immediate price catalyst. U.S. Moves on Venezuela and Leviathan Gas Might Change The Case For Investing In Chevron (CVX)
• Neutral Sentiment: Inclusion in dividend/blue‑chip lists and “trending stock” write-ups (MarketBeat, Dogs of the Dow pieces) reinforces investor income interest but are lower-impact for immediate price moves. The Dogs of the Dow: 10 Downtrodden Dividends Paying Out Up to 6.8%
• Negative Sentiment: Coverage highlighting “Venezuela shock” and geopolitical exposure underscores regulatory and country-risk that could cap upside if sanctions/licensing outcomes turn unfavorable—this remains a meaningful downside risk. Chevron or Petrobras: Best Bet After the Venezuela Shock Now

Insider Activity at Chevron

In other Chevron news, Director John B. Hess sold 275,000 shares of Chevron stock in a transaction on Thursday, November 20th. The shares were sold at an average price of $150.75, for a total value of $41,456,250.00. Following the completion of the sale, the director directly owned 1,128,045 shares of the company’s stock, valued at approximately $170,052,783.75. The trade was a 19.60% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Michael K. Wirth sold 320,700 shares of the company’s stock in a transaction that occurred 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 transaction, the chief executive officer directly owned 14,450 shares in the company, valued at $2,355,205.50. The trade was a 95.69% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 635,190 shares of company stock valued at $100,254,408. Company insiders own 0.21% of the company’s stock.

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.