Krilogy Financial LLC Decreases Position in Chevron Corporation $CVX

Krilogy Financial LLC decreased its holdings in Chevron Corporation (NYSE:CVX) by 18.8% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 13,027 shares of the oil and gas company’s stock after selling 3,020 shares during the period. Krilogy Financial LLC’s holdings in Chevron were worth $2,182,000 at the end of the most recent quarter.

Other hedge funds also recently bought and sold shares of the company. Decker Retirement Planning Inc. acquired a new stake in Chevron in the 3rd quarter valued at about $34,000. Marquette Asset Management LLC acquired a new stake in Chevron in the 3rd quarter valued at about $41,000. Barnes Dennig Private Wealth Management LLC raised its holdings in Chevron by 306.1% in the 3rd quarter. Barnes Dennig Private Wealth Management LLC now owns 268 shares of the oil and gas company’s stock valued at $42,000 after acquiring an additional 202 shares during the last quarter. Daytona Street Capital LLC acquired a new stake in Chevron in the 4th quarter valued at about $44,000. Finally, Maseco LLP acquired a new stake in Chevron in the 4th quarter valued at about $49,000. Institutional investors and hedge funds own 72.42% of the company’s stock.

Insider Transactions at Chevron

In related news, insider Alana K. Knowles sold 2,408 shares of Chevron stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $183.28, for a total value of $441,338.24. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider R. Hewitt Pate sold 40,200 shares of Chevron stock in a transaction that occurred 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 owned 8,638 shares of the company’s stock, valued at $1,842,485.40. This trade represents a 82.31% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 779,407 shares of company stock worth $145,972,971 in the last three months. Company insiders own 0.56% of the company’s stock.

Chevron Stock Down 0.5%

Shares of NYSE CVX opened at $183.14 on Tuesday. The company has a 50 day simple moving average of $192.35 and a 200-day simple moving average of $169.37. The company has a market capitalization of $364.86 billion, a P/E ratio of 27.50, a P/E/G ratio of 1.18 and a beta of 0.60. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.15 and a quick ratio of 0.86. Chevron Corporation has a 1 year low of $132.33 and a 1 year high of $214.71.

Chevron (NYSE:CVX) last announced 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 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 earned $2.06 EPS. The business’s revenue was down 10.2% compared to the same quarter last year. On average, equities research analysts predict that Chevron Corporation will post 10.47 earnings per share for the current year.

Chevron Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Tuesday, February 17th were issued a $1.78 dividend. This is a boost from Chevron’s previous quarterly dividend of $1.71. The ex-dividend date was Tuesday, February 17th. This represents a $7.12 annualized dividend and a yield of 3.9%. Chevron’s payout ratio is 106.91%.

Key Stories Impacting Chevron

Here are the key news stories impacting Chevron this week:

• Positive Sentiment: Higher oil prices and renewed geopolitical tensions have lifted energy-sector sentiment, supporting Chevron’s near-term earnings outlook and fueling demand for oil majors. What’s Going On With Chevron Stock On Monday?
• Positive Sentiment: Longer-term upside from global repositioning: Chevron is accelerating exploration and drilling outside the Middle East (including expanded activity in Venezuela and other regions), which could create material value if projects succeed. Big Oil Plows Billions Into Far-Flung Drilling Sites to Escape Iran Turmoil
• Positive Sentiment: Buy-side / sentiment signals are supportive: recent bullish commentary argues Chevron’s cash flow and earnings power are underappreciated, and short interest has fallen—both reduce downside pressure. Chevron: Current Levels Do Not Fully Capture Earnings Power And Strengthening FCF
• Neutral Sentiment: Operational incident contained: a weekend fire at the Pasadena, TX refinery has been extinguished, limiting sustained production disruption risk but still drawing temporary operational scrutiny. Chevron says weekend fire at Pasadena, Texas, refinery now extinguished
• Neutral Sentiment: Analyst stance stays cautious: Barclays reaffirmed a hold on CVX, signaling steady but not enthusiastic analyst conviction—important for near-term flows but not a directional catalyst. Barclays Reaffirms Their Hold Rating on Chevron (CVX)
• Negative Sentiment: Legal and valuation overhangs persist: multi‑billion-dollar coastal lawsuits and shifting venues (plus other legal risks) remain unresolved and could pressure valuation or result in material liabilities. Chevron Valuation Weighed Against Legal Shifts And Venezuela Opening

Wall Street Analysts Forecast Growth

CVX has been the subject of a number of recent research reports. Weiss Ratings reiterated a “hold (c)” rating on shares of Chevron in a report on Wednesday, January 21st. BMO Capital Markets reiterated an “outperform” rating and issued a $190.00 price objective on shares of Chevron in a report on Monday, February 2nd. Wells Fargo & Company increased their price objective on shares of Chevron from $204.00 to $222.00 and gave the company an “overweight” rating in a report on Thursday, April 9th. Bank of America increased their price objective on shares of Chevron from $188.00 to $206.00 and gave the company a “buy” rating in a report on Monday, March 2nd. Finally, Morgan Stanley raised their price target on shares of Chevron from $174.00 to $212.00 and gave the stock an “overweight” rating in a report on Friday, March 27th. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, five have assigned a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $194.21.

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.