42,220 Shares in Chevron Corporation $CVX Purchased by Compass Wealth Management LLC

Compass Wealth Management LLC bought a new stake in shares of Chevron Corporation (NYSE:CVX) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 42,220 shares of the oil and gas company’s stock, valued at approximately $6,998,000. Chevron accounts for 1.3% of Compass Wealth Management LLC’s portfolio, making the stock its 22nd biggest position.

A number of other institutional investors and hedge funds also recently bought and sold shares of CVX. United Bank grew its stake in shares of Chevron by 7.7% in the second quarter. United Bank now owns 11,079 shares of the oil and gas company’s stock worth $1,586,000 after acquiring an additional 796 shares in the last quarter. Schnieders Capital Management LLC. increased its position in shares of Chevron by 9.0% during the second quarter. Schnieders Capital Management LLC. now owns 50,839 shares of the oil and gas company’s stock worth $7,280,000 after acquiring an additional 4,214 shares during the period. BNP Paribas raised its stake in shares of Chevron by 76.4% in the second quarter. BNP Paribas now owns 441 shares of the oil and gas company’s stock valued at $63,000 after acquiring an additional 191 shares in the last quarter. Osterweis Capital Management Inc. raised its stake in shares of Chevron by 678.9% in the second quarter. Osterweis Capital Management Inc. now owns 1,363 shares of the oil and gas company’s stock valued at $195,000 after acquiring an additional 1,188 shares in the last quarter. Finally, Main Street Financial Solutions LLC boosted its holdings in Chevron by 3.6% in the second quarter. Main Street Financial Solutions LLC now owns 16,052 shares of the oil and gas company’s stock valued at $2,299,000 after purchasing an additional 553 shares during the period. 72.42% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, CEO Michael K. Wirth sold 317,100 shares of the business’s stock in a transaction that occurred on Friday, August 14th. The stock was sold at an average price of $200.46, for a total value of $63,565,866.00. Following the transaction, the chief executive officer owned 26,308 shares of the company’s stock, valued at approximately $5,273,701.68. The trade was a 92.34% 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, Director John B. Hess sold 710,665 shares of the company’s stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $194.10, for a total value of $137,940,076.50. Following the sale, the director owned 363,711 shares of the company’s stock, valued at $70,596,305.10. This trade represents a 66.15% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 1,133,312 shares of company stock worth $221,969,232. Corporate insiders own 0.56% of the company’s stock.

Chevron Trading Up 1.5%

NYSE:CVX opened at $205.77 on Wednesday. The stock’s 50 day moving average price is $183.95 and its 200 day moving average price is $187.50. The company has a market capitalization of $406.55 billion, a PE ratio of 19.73, a P/E/G ratio of 0.61 and a beta of 0.49. The company has a quick ratio of 0.98, a current ratio of 1.25 and a debt-to-equity ratio of 0.19. Chevron Corporation has a 52-week low of $146.49 and a 52-week high of $214.71.

Chevron (NYSE:CVX) last posted its quarterly earnings data on Friday, July 31st. The oil and gas company reported $6.06 EPS for the quarter, beating analysts’ consensus estimates of $5.55 by $0.51. The company had revenue of $67.20 billion for the quarter, compared to analyst estimates of $62.72 billion. Chevron had a net margin of 9.57% and a return on equity of 11.09%. Chevron’s quarterly revenue was up 57.4% on a year-over-year basis. During the same period in the previous year, the business posted $1.77 earnings per share. On average, research analysts anticipate that Chevron Corporation will post 15.86 EPS for the current year.

Chevron Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Wednesday, August 19th will be paid a $1.78 dividend. This represents a $7.12 annualized dividend and a dividend yield of 3.5%. The ex-dividend date is Wednesday, August 19th. Chevron’s dividend payout ratio (DPR) is 68.26%.

Key Headlines Impacting Chevron

Here are the key news stories impacting Chevron this week:

• Positive Sentiment: Chevron reported an oil and gas condensate discovery at the 105-4X exploration well in offshore Angola’s Block 0. The well encountered a hydrocarbon column exceeding 600 meters, with more than 90 meters of net pay; its proximity to existing infrastructure could enable a lower-cost tie-back and support future production growth. Chevron finds oil, gas condensate offshore Angola
• Positive Sentiment: Equinor agreed to acquire a 17.4% interest in Chevron-operated petroleum exploration licence PEL 90 offshore Namibia. The deal brings a major partner into the Orange Basin, helps share exploration costs and supports plans to drill during 2026 while Chevron retains operatorship. Norway’s Equinor takes stake in Chevron Namibia exploration licence
• Positive Sentiment: Unusually heavy call-option activity indicated increased bullish interest in CVX, with 62,675 calls purchased—about 45% above average daily volume.
• Neutral Sentiment: Recent investor commentary continues to highlight Chevron’s appeal as a reliable dividend stock, but energy-sector income and valuation remain sensitive to oil and natural-gas prices.
• Negative Sentiment: CEO Michael Wirth sold 317,100 shares for approximately $63.6 million, reducing his reported ownership by 92.34%. While insider sales can be scheduled or personal, the size of the transaction may weigh on sentiment. Chevron CEO Form 4 filing
• Negative Sentiment: A retreat in oil prices pressured the stock by reducing the near-term outlook for upstream revenue and cash flow, partially offsetting the benefit of Chevron’s exploration news. Chevron Corporation drops as oil price retreats

Wall Street Analysts Forecast Growth

CVX has been the subject of several analyst reports. UBS Group reissued a “buy” rating on shares of Chevron in a research note on Tuesday, June 23rd. Wolfe Research upgraded shares of Chevron from a “peer perform” rating to an “outperform” rating and set a $210.00 target price on the stock in a research note on Thursday, July 2nd. Wall Street Zen upgraded shares of Chevron from a “hold” rating to a “buy” rating in a research note on Saturday, August 8th. Zacks Research downgraded shares of Chevron from a “strong-buy” rating to a “hold” rating in a research report on Monday, June 8th. Finally, Barclays reduced their price objective on shares of Chevron from $216.00 to $208.00 and set an “equal weight” rating on the stock in a report on Monday. Twenty investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $207.13.

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.