Chevron Corporation $CVX Shares Sold by Curated Wealth Partners LLC

Curated Wealth Partners LLC cut its holdings in shares of Chevron Corporation (NYSE:CVX) by 90.2% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 11,003 shares of the oil and gas company’s stock after selling 101,334 shares during the period. Curated Wealth Partners LLC’s holdings in Chevron were worth $2,296,000 as of its most recent SEC filing.

Other institutional investors have also recently modified their holdings of the company. Midwest Capital Advisors LLC acquired a new position in Chevron in the 1st quarter worth about $25,000. Main Street Group LTD purchased a new position in Chevron during the first quarter worth approximately $28,000. Phillip James Consulting Co. acquired a new stake in Chevron in the fourth quarter valued at approximately $26,000. Kilter Group LLC acquired a new stake in Chevron in the second quarter valued at approximately $28,000. Finally, Basso Capital Management L.P. acquired a new stake in Chevron in the fourth quarter valued at approximately $27,000. 72.42% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Chevron

In other news, insider Andrew Walz sold 16,800 shares of Chevron stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $201.06, for a total value of $3,377,808.00. Following the sale, the insider directly owned 14 shares of the company’s stock, valued at $2,814.84. The trade was a 99.92% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, insider R. Pate sold 2,470 shares of the business’s stock in a transaction that occurred on Tuesday, August 18th. The stock was sold at an average price of $205.11, for a total value of $506,621.70. Following the sale, the insider owned 10,794 shares of the company’s stock, valued at $2,213,957.34. The trade was a 18.62% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 1,152,582 shares of company stock worth $225,853,661. 0.56% of the stock is owned by insiders.

Chevron Stock Down 1.1%

CVX opened at $219.51 on Friday. Chevron Corporation has a twelve month low of $146.49 and a twelve month high of $223.46. The company has a quick ratio of 0.98, a current ratio of 1.25 and a debt-to-equity ratio of 0.19. The company has a 50-day moving average price of $206.81 and a 200 day moving average price of $193.29. The company has a market cap of $433.71 billion, a PE ratio of 21.05, a price-to-earnings-growth ratio of 0.61 and a beta of 0.53.

Chevron (NYSE:CVX) last issued its quarterly earnings results on Friday, July 31st. The oil and gas company reported $6.06 earnings per share for the quarter, beating analysts’ consensus estimates of $5.55 by $0.51. Chevron had a net margin of 9.57% and a return on equity of 11.09%. The firm had revenue of $67.20 billion for the quarter, compared to analyst estimates of $62.72 billion. During the same period last year, the company posted $1.77 EPS. Chevron’s quarterly revenue was up 57.4% compared to the same quarter last year. Sell-side analysts expect that Chevron Corporation will post 17.53 earnings per share for the current fiscal year.

Chevron Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, September 10th. Shareholders of record on Wednesday, August 19th were issued a dividend of $1.78 per share. The ex-dividend date of this dividend was Wednesday, August 19th. This represents a $7.12 dividend on an annualized basis and a dividend yield of 3.2%. Chevron’s dividend payout ratio is presently 68.26%.

Chevron News Roundup

Here are the key news stories impacting Chevron this week:

• Positive Sentiment: Analyst support remains a key catalyst. Morgan Stanley raised its price target to $226 from $218 and assigned an “overweight” rating, implying additional upside. Wells Fargo also initiated or reiterated a “Buy” view on Chevron. Chevron price target raised by Morgan Stanley
• Positive Sentiment: Expectations for the upcoming earnings report are strong. Wall Street anticipates a sharp year-over-year increase in third-quarter earnings, supporting the recent rally. Chevron previously exceeded quarterly EPS and revenue estimates, while second-quarter 2026 free cash flow reportedly reached $18.1 billion. Chevron earnings expectations
• Positive Sentiment: Chevron’s integrated business and dividend profile continue to attract investors. Its upstream, refining and chemicals operations can provide resilience across commodity cycles, while the company’s roughly 3.5% yield and strong cash generation support its appeal as an income stock.
• Neutral Sentiment: Chevron has reached a fresh one-year high. Coverage highlights continued momentum and questions whether fundamentals justify further gains. The stock’s strong multi-year performance may keep investor interest elevated, but also raises the risk of profit-taking. Chevron reaches a fresh high
• Negative Sentiment: Chevron’s CEO warned that global oil-market safety buffers have been depleted. Commercial inventories, emergency reserves and previously sanctioned barrels have reportedly been drawn down following the Iran-related supply shock. The warning increases concerns about supply vulnerability, diesel prices and potential economic pressure that could weigh on demand. Chevron CEO warns oil buffers are depleted
• Negative Sentiment: Valuation is becoming a near-term headwind. Commentary suggests Chevron may be fairly valued or overvalued after its rally, potentially limiting upside unless earnings and oil prices continue to outperform. Chevron valuation analysis

Analysts Set New Price Targets

A number of analysts have recently commented on CVX shares. BNP Paribas Exane cut their price objective on Chevron from $230.00 to $224.00 and set an “outperform” rating for the company in a research report on Friday, July 17th. BMO Capital Markets increased their target price on Chevron from $210.00 to $235.00 and gave the company an “outperform” rating in a research report on Thursday, September 3rd. Raymond James Financial decreased their target price on Chevron from $230.00 to $225.00 and set an “outperform” rating on the stock in a research report on Tuesday, July 21st. Royal Bank Of Canada lifted their price target on shares of Chevron from $220.00 to $230.00 and gave the company an “outperform” rating in a research note on Thursday, September 24th. Finally, Jefferies Financial Group boosted their price target on shares of Chevron from $216.00 to $233.00 and gave the stock a “buy” rating in a report on Monday, August 17th. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Chevron has a consensus rating of “Moderate Buy” and a consensus price target of $213.42.

Chevron Profile

Chevron Corporation (NYSE:CVX) is an integrated energy company engaged in the exploration, development, production, transportation and sale of crude oil and natural gas. Its upstream operations include oil and gas exploration and production, while its downstream business includes refining crude oil, marketing fuels and manufacturing and distributing lubricants, petrochemicals and fuel additives.

The company also invests in lower-carbon businesses and technologies, including renewable fuels, carbon capture and storage, hydrogen and other opportunities intended to reduce emissions from its operations and energy products.