Holos Integrated Wealth LLC Invests $426,000 in Chevron Corporation $CVX

Holos Integrated Wealth LLC bought a new stake in shares of Chevron Corporation (NYSE:CVX) in the 4th quarter, Holdings Channel.com reports. The firm bought 2,732 shares of the oil and gas company’s stock, valued at approximately $426,000.

Several other institutional investors and hedge funds have also bought and sold shares of CVX. Decker Retirement Planning Inc. bought a new stake in Chevron in the third quarter valued at approximately $34,000. Vermillion & White Wealth Management Group LLC grew its holdings in shares of Chevron by 86.1% in 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. Marquette Asset Management LLC purchased a new position in shares of Chevron in the third quarter worth $41,000. Barnes Dennig Private Wealth Management LLC increased its stake in shares of Chevron by 306.1% in the third quarter. Barnes Dennig Private Wealth Management LLC now owns 268 shares of the oil and gas company’s stock worth $42,000 after buying an additional 202 shares during the period. Finally, Turning Point Benefit Group Inc. bought a new stake in Chevron during the 3rd quarter valued at $49,000. 72.42% of the stock is currently owned by institutional investors.

Chevron Price Performance

CVX stock opened at $201.35 on Friday. The company has a debt-to-equity ratio of 0.21, a quick ratio of 0.86 and a current ratio of 1.15. The firm has a 50 day moving average price of $180.53 and a 200-day moving average price of $163.12. Chevron Corporation has a 52-week low of $132.04 and a 52-week high of $202.44. The firm has a market capitalization of $401.77 billion, a price-to-earnings ratio of 30.23, a PEG ratio of 1.84 and a beta of 0.67.

Chevron (NYSE:CVX) last posted its quarterly earnings results 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. Chevron had a return on equity of 7.89% and a net margin of 6.51%.The firm had revenue of $45.79 billion during the quarter, compared to analyst estimates of $48.18 billion. During the same quarter 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. Equities research analysts forecast that Chevron Corporation will post 10.79 EPS for the current fiscal year.

Chevron Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Tuesday, February 17th were issued a $1.78 dividend. This represents a $7.12 dividend on an annualized basis and a yield of 3.5%. The ex-dividend date was Tuesday, February 17th. This is an increase from Chevron’s previous quarterly dividend of $1.71. Chevron’s dividend payout ratio (DPR) is presently 106.91%.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on the stock. TD Cowen boosted their price objective on shares of Chevron from $160.00 to $168.00 and gave the company a “hold” rating in a research report on Monday, February 2nd. BMO Capital Markets reiterated an “outperform” rating and set a $190.00 target price on shares of Chevron in a report on Monday, February 2nd. UBS Group reissued a “buy” rating and issued a $212.00 target price on shares of Chevron in a research note on Monday, February 2nd. Freedom Capital downgraded Chevron from a “hold” rating to a “strong sell” rating in a report on Tuesday, January 6th. Finally, Barclays upped their price target on Chevron from $172.00 to $180.00 and gave the company an “equal weight” rating in a research report on Monday. Thirteen analysts have rated the stock with a Buy rating, seven have given a Hold rating and four have given a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $183.18.

More Chevron News

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?

Insiders Place Their Bets

In other news, Vice Chairman Mark A. Nelson sold 139,600 shares of the business’s stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $187.92, for a total value of $26,233,632.00. Following the completion of the transaction, the insider owned 11,337 shares in the company, valued at $2,130,449.04. The trade was a 92.49% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Michael K. Wirth sold 320,700 shares of the company’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 transaction, the chief executive officer directly owned 14,450 shares in the company, valued at approximately $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 90 days, insiders sold 1,099,397 shares of company stock valued at $196,196,468. Insiders own 0.21% of the company’s stock.

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.