Yousif Capital Management LLC Has $46.86 Million Holdings in Chevron Corporation $CVX

Yousif Capital Management LLC lessened its position in shares of Chevron Corporation (NYSE:CVX) by 6.0% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 283,470 shares of the oil and gas company’s stock after selling 17,975 shares during the quarter. Chevron makes up approximately 0.5% of Yousif Capital Management LLC’s investment portfolio, making the stock its 20th largest holding. Yousif Capital Management LLC’s holdings in Chevron were worth $46,858,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the company. Barlow Wealth Partners LLC increased its position in Chevron by 1.1% during the 4th quarter. Barlow Wealth Partners LLC now owns 5,363 shares of the oil and gas company’s stock valued at $869,000 after purchasing an additional 60 shares during the period. TigerOak Management L.L.C. increased its position in Chevron by 0.7% during the 4th quarter. TigerOak Management L.L.C. now owns 9,020 shares of the oil and gas company’s stock valued at $1,375,000 after purchasing an additional 62 shares during the period. Wilkins Miller Wealth Management LLC increased its position in Chevron by 0.7% during the 4th quarter. Wilkins Miller Wealth Management LLC now owns 8,645 shares of the oil and gas company’s stock valued at $1,318,000 after purchasing an additional 63 shares during the period. Vishria Bird Financial Group LLC increased its position in Chevron by 1.2% during the 3rd quarter. Vishria Bird Financial Group LLC now owns 5,285 shares of the oil and gas company’s stock valued at $821,000 after purchasing an additional 65 shares during the period. Finally, Nexus Investment Management ULC boosted its holdings in shares of Chevron by 0.9% during the 3rd quarter. Nexus Investment Management ULC now owns 7,641 shares of the oil and gas company’s stock worth $1,187,000 after buying an additional 65 shares in the last quarter. Institutional investors and hedge funds own 72.42% of the company’s stock.

Key Stories Impacting Chevron

Here are the key news stories impacting Chevron this week:

• Positive Sentiment: BMO Capital raised its price target on Chevron to $205 (from $200) and kept an Outperform rating, citing higher Q1 assumptions amid the Iran war and volatile oil markets — a near-term analyst boost for the stock. BMO Capital Boosts Chevron (CVX) Target, Sees Wide Range for Oil Prices
• Positive Sentiment: Chevron resumed production at the Leviathan gas field and added pipeline/platform capacity, improving near‑term gas volumes and export optionality (Israel, Egypt, Jordan, Europe) that supports CVX’s upstream gas growth profile. Chevron Leviathan Restart And Capacity Lift Feed Into CVX Story
• Positive Sentiment: Geopolitical supply risk — including reported U.S. strikes on Kharg Island and Strait of Hormuz tensions — pushed oil above $110, boosting revenue/margin expectations for integrated producers like Chevron. Higher spot oil supports cash flow, dividends and buyback capacity. US Strikes Iran’s Kharg Island as Hormuz Deadline Nears; Oil Surges Above $110
• Neutral Sentiment: Sector technicals and analyst upgrades underpin XLE and its top holdings (Chevron is ~17% of XLE), but MarketBeat flags a near-term pullback/“dark cloud” candle — supportive longer-term earnings trends but potential short-term consolidation. XLE ETF Hits Peak: What Comes Next May Surprise You
• Neutral Sentiment: Retail flows into stocks dropped sharply from January highs, but historical April seasonality tends to favor bulls — a mixed signal that could limit downside if institutional buying continues. Retail Stock Buying Drops 50% From January Highs as Sellers Take Over
• Negative Sentiment: Barron’s warned the energy sector may lag during broader market rallies, noting short-term selling pressure can hit oil names even as oil prices stay elevated — a reminder of potential volatility and rotation risk for CVX. Exxon, Chevron, More Oil Stocks Fall. Get Used To It.

Insiders Place Their Bets

In related news, CEO Michael K. Wirth sold 272,624 shares of Chevron stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $189.35, for a total value of $51,621,354.40. Following the completion of the sale, the chief executive officer owned 31,266 shares of the company’s stock, valued at approximately $5,920,217.10. This trade represents a 89.71% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider R. Hewitt Pate sold 40,200 shares of Chevron stock in a transaction on Monday, March 30th. The shares were sold at an average price of $213.30, for a total transaction of $8,574,660.00. Following the completion of the sale, the insider directly owned 8,638 shares of the company’s stock, valued at approximately $1,842,485.40. The trade was a 82.31% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 782,607 shares of company stock worth $146,510,571 in the last quarter. Insiders own 0.21% of the company’s stock.

Chevron Price Performance

Chevron stock opened at $201.37 on Wednesday. The stock has a market capitalization of $401.82 billion, a price-to-earnings ratio of 30.24, a PEG ratio of 1.66 and a beta of 0.60. Chevron Corporation has a 52-week low of $132.04 and a 52-week high of $214.71. The stock’s 50 day moving average price is $190.43 and its two-hundred day moving average price is $167.42. 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 quarterly 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. Chevron had a net margin of 6.51% and a return on equity of 7.89%. The business had revenue of $45.79 billion during the quarter, compared to the consensus estimate of $48.18 billion. During the same quarter last year, the firm posted $2.06 EPS. Chevron’s revenue was down 10.2% compared to the same quarter last year. On average, equities analysts predict that Chevron Corporation will post 10.79 earnings per share for the current year.

Chevron Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Tuesday, February 17th were given a $1.78 dividend. This represents a $7.12 annualized dividend and a yield of 3.5%. 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 106.91%.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on the company. BMO Capital Markets restated an “outperform” rating and set a $190.00 price target on shares of Chevron in a report on Monday, February 2nd. HSBC upgraded Chevron from a “hold” rating to a “buy” rating and set a $215.00 price target on the stock in a report on Friday, March 20th. Zacks Research upgraded Chevron from a “hold” rating to a “strong-buy” rating in a report on Friday, April 3rd. UBS Group restated a “buy” rating and set a $212.00 price target on shares of Chevron in a report on Monday, February 2nd. Finally, Sanford C. Bernstein increased their price target on Chevron from $170.00 to $172.00 and gave the stock a “market perform” rating in a report on Monday, January 5th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, five have given a Hold rating and four have given a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $187.64.

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.