Financial & Tax Architects LLC Raises Stake in Chevron Corporation $CVX

Financial & Tax Architects LLC increased its holdings in shares of Chevron Corporation (NYSE:CVX) by 8.0% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 49,564 shares of the oil and gas company’s stock after purchasing an additional 3,659 shares during the quarter. Chevron accounts for about 1.7% of Financial & Tax Architects LLC’s investment portfolio, making the stock its 21st largest holding. Financial & Tax Architects LLC’s holdings in Chevron were worth $7,697,000 at the end of the most recent quarter.

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

Insider Activity at Chevron

In related news, CEO Michael K. Wirth sold 320,700 shares of Chevron 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 sale, the chief executive officer directly owned 14,450 shares in the company, valued at $2,355,205.50. This trade represents a 95.69% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider R. Hewitt Pate sold 41,134 shares of the company’s stock in a transaction dated Friday, January 30th. The stock was sold at an average price of $176.40, for a total transaction of $7,256,037.60. Following the completion of the transaction, the insider owned 4,169 shares of the company’s stock, valued at approximately $735,411.60. This trade represents a 90.80% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 793,158 shares of company stock valued at $127,919,578. Company insiders own 0.21% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on CVX. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Chevron in a report on Wednesday, January 21st. Mizuho raised their target price on Chevron from $204.00 to $206.00 and gave the company an “outperform” rating in a research note on Friday, December 12th. TD Cowen lifted their target price on Chevron from $160.00 to $168.00 and gave the stock a “hold” rating in a research report on Monday. Zacks Research raised Chevron from a “strong sell” rating to a “hold” rating in a report on Tuesday, December 23rd. Finally, BMO Capital Markets restated an “outperform” rating and set a $190.00 price objective on shares of Chevron in a research note on Monday. Twelve equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and four have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $175.00.

Key Chevron News

Here are the key news stories impacting Chevron this week:

• Positive Sentiment: Chevron raised its quarterly dividend to $1.78 (4.0% yield), boosting income-focused demand and underscoring management’s cash-return priorities. Dividend Hike Coverage
• Positive Sentiment: Several sell-side shops have raised targets or reiterated bullish views (Wells Fargo, Goldman Sachs, TD Cowen commentary), supporting upside expectations and likely providing buying support after recent gains. Wells Fargo Price Target Raise
• Positive Sentiment: Project and M&A progress: Chevron committed to the Yoyo‑Yolanda gas project (Cameroon/Equatorial Guinea) and signed an initial offshore exploration MoU in Syrian waters with a Qatari partner — potential long‑term production upside. Yoyo-Yolanda Project
• Neutral Sentiment: Q4 results were mixed: EPS beat ( $1.52 vs. $1.44 est.) but revenue missed materially, leaving guidance/cash‑flow narratives intact but tempering enthusiasm about near‑term top‑line growth. Q4 Presentation
• Neutral Sentiment: Senior leadership changes were announced for 2026 (internal promotions, retirements) — operationally neutral for now but something investors will watch for execution risk. Leadership Changes
• Negative Sentiment: Heavy insider selling by multiple executives (including recent Form 4 filings for Andrew Walz, CTO Thomas Booth and CFO Eimear Bonner) is creating short‑term sentiment pressure and may signal portfolio rebalancing by insiders. Walz Form 4 Bonner Form 4
• Negative Sentiment: Oil prices softened after U.S.–Iran tensions eased, trimming a supply‑risk premium and pressuring integrated majors’ near‑term revenue and margins. Oil Price Slide
• Negative Sentiment: Some firms (e.g., HSBC and a subset of boutiques) have trimmed views or stayed on Hold, arguing much upside is priced in — these notes can cap rallies and weigh on momentum. HSBC Cut

Chevron Price Performance

Shares of CVX opened at $179.20 on Friday. Chevron Corporation has a 52 week low of $132.04 and a 52 week high of $182.59. The company has a current ratio of 1.15, a quick ratio of 0.86 and a debt-to-equity ratio of 0.19. The firm has a market cap of $360.83 billion, a price-to-earnings ratio of 26.91, a PEG ratio of 12.49 and a beta of 0.70. The stock has a 50 day moving average of $158.70 and a 200-day moving average of $156.19.

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 analysts’ consensus estimates of $1.44 by $0.08. Chevron had a net margin of 6.51% and a return on equity of 8.23%. The company had revenue of $45.79 billion for the quarter, compared to the consensus estimate of $48.18 billion. During the same period last year, the firm posted $2.06 EPS. The company’s revenue for the quarter was down 10.2% on a year-over-year basis. As a group, analysts forecast that Chevron Corporation will post 10.79 EPS for the current year.

Chevron Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 17th will be paid a $1.78 dividend. The ex-dividend date is Tuesday, February 17th. This is a positive change from Chevron’s previous quarterly dividend of $1.71. This represents a $7.12 dividend on an annualized basis and a yield of 4.0%. Chevron’s dividend payout ratio (DPR) is 106.91%.

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.