Vista Cima Wealth Management LLC Invests $444,000 in Chevron Corporation $CVX

Vista Cima Wealth Management LLC acquired a new position in Chevron Corporation (NYSE:CVX) during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acquired 2,858 shares of the oil and gas company’s stock, valued at approximately $444,000.

A number of other large investors have also recently modified their holdings of CVX. von Borstel & Associates Inc. lifted its position in Chevron by 74.1% during the third quarter. von Borstel & Associates Inc. now owns 9,306 shares of the oil and gas company’s stock valued at $1,448,000 after purchasing an additional 3,961 shares during the last quarter. NorthRock Partners LLC boosted its stake in shares of Chevron by 37.3% in the 3rd quarter. NorthRock Partners LLC now owns 53,329 shares of the oil and gas company’s stock valued at $8,282,000 after purchasing an additional 14,488 shares in the last quarter. Bank OZK boosted its stake in shares of Chevron by 1.8% in the 3rd quarter. Bank OZK now owns 12,241 shares of the oil and gas company’s stock valued at $1,901,000 after purchasing an additional 219 shares in the last quarter. Harvest Fund Management Co. Ltd grew its holdings in shares of Chevron by 1,723.3% during the 3rd quarter. Harvest Fund Management Co. Ltd now owns 3,920 shares of the oil and gas company’s stock valued at $609,000 after purchasing an additional 3,705 shares during the last quarter. Finally, Prudential PLC raised its position in Chevron by 31.3% in the 3rd quarter. Prudential PLC now owns 50,681 shares of the oil and gas company’s stock worth $7,870,000 after purchasing an additional 12,094 shares during the period. Institutional investors own 72.42% of the company’s stock.

Chevron Trading Down 0.0%

NYSE CVX opened at $196.95 on Friday. The stock has a market cap of $393.00 billion, a P/E ratio of 29.57, a price-to-earnings-growth ratio of 1.98 and a beta of 0.67. Chevron Corporation has a fifty-two week low of $132.04 and a fifty-two week high of $198.88. The stock has a 50 day simple moving average of $177.33 and a two-hundred day simple moving average of $162.02. The company has a debt-to-equity ratio of 0.21, a quick ratio of 0.86 and a current ratio of 1.15.

Chevron (NYSE:CVX) last posted its earnings results 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. The firm had revenue of $45.79 billion for the quarter, compared to analysts’ expectations of $48.18 billion. Chevron had a return on equity of 7.89% and a net margin of 6.51%.The business’s revenue was down 10.2% compared to the same quarter last year. During the same period in the previous year, the firm earned $2.06 earnings per share. On average, analysts forecast that Chevron Corporation will post 10.79 earnings per share for the current year.

Chevron Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 17th were given a dividend of $1.78 per share. This represents a $7.12 dividend on an annualized basis and a yield of 3.6%. The ex-dividend date of this dividend was Tuesday, February 17th. This is an increase from Chevron’s previous quarterly dividend of $1.71. Chevron’s payout ratio is presently 106.91%.

Insider Activity at Chevron

In related news, CEO Michael K. Wirth sold 320,700 shares of the stock in a transaction dated 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 completion of the transaction, the chief executive officer directly owned 14,450 shares of the company’s stock, valued at $2,355,205.50. This represents a 95.69% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Vice Chairman Mark A. Nelson sold 139,600 shares of the firm’s stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $187.92, for a total transaction of $26,233,632.00. Following the completion of the sale, the insider owned 11,337 shares of the company’s stock, valued at $2,130,449.04. This trade represents a 92.49% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 1,099,397 shares of company stock valued at $196,196,468 over the last quarter. Company insiders own 0.21% of the company’s stock.

Analyst Ratings Changes

Several analysts have issued reports on CVX shares. UBS Group restated a “buy” rating and set a $212.00 price target on shares of Chevron in a research report on Monday, February 2nd. Jefferies Financial Group lifted their price target on Chevron from $174.00 to $189.00 and gave the stock a “buy” rating in a research note on Wednesday, January 14th. Zacks Research upgraded Chevron from a “strong sell” rating to a “hold” rating in a research report on Tuesday, December 23rd. Scotiabank restated a “sector perform” rating and issued a $168.00 target price on shares of Chevron in a report on Friday, January 16th. Finally, Sanford C. Bernstein lifted their target price on shares of Chevron from $170.00 to $172.00 and gave the stock a “market perform” rating in a research note on Monday, January 5th. Thirteen equities research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and four have given a Sell rating to the company’s stock. According to data from MarketBeat.com, Chevron currently has an average rating of “Hold” and a consensus target price of $182.05.

Key Headlines Impacting Chevron

Here are the key news stories impacting Chevron this week:

• Positive Sentiment: Geopolitical-driven oil rally is lifting energy names like Chevron as investors position for tighter supply; this is a primary driver behind recent upside in CVX. Wall Street Roundup: War, Oil, Airlines, Energy, AI, Private Credit
• Positive Sentiment: Piper Sandler raised its price target to $242 and moved to an “overweight” rating, signaling notable analyst upside that can support further buying interest. Piper Sandler price target raise
• Positive Sentiment: Chevron expanded its U.S. deepwater exposure via recent Gulf of Mexico lease activity, reinforcing confidence in long-term upstream growth and reserves development. Chevron Expands Gulf of Mexico Presence With Latest Lease Sale
• Positive Sentiment: Unusual options flow showed heavy call buying (111,021 calls), indicating speculative/bullish positioning that can amplify near-term upside.
• Neutral Sentiment: Chevron agreed to sell its stakes in Angola Blocks 14/14K to Energean for about $260M — a small portfolio divestment that trims international exposure but provides cash for reallocation; impact is strategic rather than material to earnings. Energean to acquire Chevron’s stakes in offshore Angola blocks
• Neutral Sentiment: Worley won a FEED contract for Chevron’s Aphrodite gas field (Cyprus), confirming project progress; it’s a positive operational step but the contract award mainly benefits the supplier and signals Chevron advancing development plans. Worley secures contract from Chevron for Aphrodite gas field FEED
• Neutral Sentiment: Analyst and media coverage is debating valuation as CVX approaches $200 after a ~30% run in 2026; some see upside if oil holds, others warn the rally could be stretched. Chevron Near $200 While Oil Tops $100: Does CVX Merit a Buy?
• Negative Sentiment: Chevron faces a DOJ settlement: a $1M penalty and retirement of $3.6M in invalid renewable fuel credits — reputational and compliance negative, though the financial hit is modest. Chevron Hit With $1 Million Penalty Over Invalid Clean Fuel Credits
• Negative Sentiment: MarketBeat and technical indicators note momentum warnings (MACD/RSI weakening) and the IEA’s coordinated reserve releases could cap oil — if oil eases, Chevron’s rally could reverse quickly. Chevron Hits New Highs Due to Oil’s Rally, But Is It Sustainable?

Chevron Company 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.