Visionary Wealth Advisors Takes $13.48 Million Position in Chevron Corporation $CVX

Visionary Wealth Advisors bought a new stake in Chevron Corporation (NYSE:CVX - Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 81,320 shares of the oil and gas company's stock, valued at approximately $13,480,000.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Cullen Capital Management LLC acquired a new position in Chevron during the second quarter valued at approximately $142,486,000. Whalen Wealth Management Inc. bought a new position in Chevron in the second quarter valued at approximately $2,442,000. Dearborn Partners LLC acquired a new position in shares of Chevron during the 2nd quarter worth approximately $6,818,000. Ames National Corp acquired a new position in shares of Chevron during the 2nd quarter worth approximately $1,388,000. Finally, Capstone Wealth Management Inc. bought a new stake in shares of Chevron during the 2nd quarter worth approximately $426,000. Institutional investors own 72.42% of the company's stock.

Insider Activity at Chevron

In other news, Director John B. Hess sold 710,665 shares of the stock in a transaction dated Monday, August 3rd. The shares were sold at an average price of $194.10, for a total value of $137,940,076.50. Following the transaction, the director directly owned 363,711 shares of the company's stock, valued at $70,596,305.10. This represents a 66.15% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Andrew Benjamin Walz sold 16,800 shares of the firm's stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $201.06, for a total transaction of $3,377,808.00. Following the sale, the insider owned 14 shares of the company's stock, valued at approximately $2,814.84. This represents a 99.92% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 1,152,582 shares of company stock valued at $225,853,661 in the last ninety days. Company insiders own 0.56% of the company's stock.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on the company. Mizuho set a $224.00 price objective on Chevron in a report on Monday, August 3rd. Piper Sandler started coverage on shares of Chevron in a report on Thursday, July 23rd. They set an "overweight" rating and a $207.00 target price on the stock. Wolfe Research raised shares of Chevron from a "peer perform" rating to an "outperform" rating and set a $210.00 price target on the stock in a research report on Thursday, July 2nd. Zacks Research cut shares of Chevron from a "strong-buy" rating to a "hold" rating in a research note on Monday, June 8th. Finally, Morgan Stanley lifted their price objective on shares of Chevron from $210.00 to $218.00 and gave the company an "overweight" rating in a research report on Wednesday, August 19th. Twenty equities research 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, Chevron currently has a consensus rating of "Moderate Buy" and an average price target of $207.48.

Chevron News Summary

Here are the key news stories impacting Chevron this week:

• Positive Sentiment: Brent crude is holding near $94 a barrel amid pressure on Iran, marking a second consecutive weekly gain. Higher oil prices can improve Chevron’s upstream cash flow and earnings outlook. Chevron Rises as Iran Pressure Keeps Brent Near $94
• Positive Sentiment: Analysts continue to favor Chevron over some major-oil peers, citing stronger 2026 earnings growth, production momentum and greater exposure to Guyana. Chevron vs. Shell: Which Energy Major Offers a Better Bet?
• Positive Sentiment: Recent commentary highlights CVX as a long-term dividend and income candidate. Chevron and ExxonMobil both raised payouts again in 2026, although their decade-long dividend records differ in durability and yield. 3 Dividend Stocks to Buy and Hold for the Next Decade, Starting With Chevron
• Neutral Sentiment: Brokerages maintain a consensus “Moderate Buy” recommendation, and Zacks lists Chevron as a stock to watch because of earnings growth and price strength. Chevron Given Consensus Recommendation of Moderate Buy
• Neutral Sentiment: Chevron appointed Uriel “Ose” Oseguera as treasurer, replacing retiring executive Navin Mahajan. The change affects capital markets, finance and risk oversight but is not currently presented as a strategic shift. Why Is Chevron Naming a New Treasurer Worth Watching?
• Negative Sentiment: After CVX’s strong recent performance, modest profit-taking may be weighing on the stock even as higher crude prices remain supportive. Comparisons with ExxonMobil also emphasize that investors may be reassessing dividend-growth quality rather than adding aggressively at current levels. ExxonMobil vs. Chevron: Dividend Growth Comparison

Chevron Stock Performance

Shares of NYSE CVX opened at $203.03 on Tuesday. The company has a current ratio of 1.25, a quick ratio of 0.98 and a debt-to-equity ratio of 0.19. The company has a market capitalization of $401.14 billion, a P/E ratio of 19.47, a P/E/G ratio of 0.61 and a beta of 0.49. Chevron Corporation has a 12 month low of $146.49 and a 12 month high of $214.71. The stock has a 50 day moving average of $185.48 and a 200-day moving average of $188.35.

Chevron (NYSE:CVX - Get Free Report) last posted 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 return on equity of 11.09% and a net margin of 9.57%.The business had revenue of $67.20 billion for the quarter, compared to analysts' expectations of $62.72 billion. During the same quarter in the prior year, the business earned $1.77 EPS. The firm's revenue for the quarter was up 57.4% on a year-over-year basis. As a group, equities research analysts predict that Chevron Corporation will post 16.17 EPS for the current year.

Chevron Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Wednesday, August 19th will be issued 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 payout ratio is currently 68.26%.

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.

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