Universal Beteiligungs und Servicegesellschaft mbH Boosts Position in Chevron Corporation $CVX

Universal Beteiligungs und Servicegesellschaft mbH grew its stake in Chevron Corporation (NYSE:CVX) by 18.2% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 786,541 shares of the oil and gas company’s stock after purchasing an additional 121,167 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in Chevron were worth $122,142,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Quaker Wealth Management LLC increased its stake in 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 purchasing an additional 439 shares during the period. Decker Retirement Planning Inc. purchased a new stake in shares of Chevron in the third quarter valued at about $34,000. Vermillion & White Wealth Management Group LLC raised its stake in shares of Chevron by 86.1% during 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 buying an additional 118 shares in the last quarter. IMG Wealth Management Inc. boosted its position in shares of Chevron by 52.3% during the 2nd quarter. IMG Wealth Management Inc. now owns 265 shares of the oil and gas company’s stock worth $38,000 after purchasing an additional 91 shares in the last quarter. Finally, Marquette Asset Management LLC acquired a new position in Chevron during the third quarter worth about $41,000. Hedge funds and other institutional investors own 72.42% of the company’s stock.

Key Stories Impacting Chevron

Here are the key news stories impacting Chevron this week:

• Positive Sentiment: Chevron is moving to finalize the sale of its Singapore refining and distribution assets in Q1, in late-stage talks with Eneos and Glencore — a deal that would raise cash, shrink downstream exposure in Asia and simplify the company’s portfolio. Exclusive: Chevron plans to finalise Singapore oil assets sale in Q1, sources say
• Positive Sentiment: J.P. Morgan upgraded Chevron to overweight with a higher price target, signaling institutional buy-side interest that can support near-term demand for the stock. Chevron and Suncor upgraded, ConocoPhillips and Cenovus cut at J.P. Morgan
• Positive Sentiment: Jefferies raised its Chevron price target (reported commentary) and analysts generally remain constructive on CVX into earnings season — supportive for longer-term sentiment and dividend-focused investors. Analysts Stay Positive on Chevron (CVX) Despite Challenges
• Neutral Sentiment: Reports say Turkey’s national oil company is in talks with Chevron about joint exploration — a potential new opportunity but still early-stage and speculative for near-term revenue or production impact. Turkish Petroleum in talks with Chevron for joint oil and gas exploration, Bloomberg News reports
• Neutral Sentiment: Smaller-industry activity: Sintana secured an option on an offshore block in Namibia near a Chevron well — highlights interest in the basin but has limited direct impact on Chevron today. Sintana secures exclusive option over Namibian offshore block near Chevron well
• Neutral Sentiment: Public scrutiny piece: disclosures show a Senator bought Chevron shares before a U.S. operation related to Venezuela — a political optics story that has attracted attention but is not a company operational update. Sen. Markwayne Mullin Bought Chevron and Raytheon Stock Days Before U.S. Venezuela Operation
• Negative Sentiment: A Wall Street Journal feature outlines Chevron’s dilemma in Venezuela — the company is exposed to political and sanction risks there and is cautious about major near-term investments, a factor that can cap upside and increase volatility tied to geopolitics. Chevron’s Dilemma in Venezuela: Support Trump’s Vision Without Losing Money

Analyst Ratings Changes

A number of equities research analysts recently commented on CVX shares. Morgan Stanley increased their price objective on shares of Chevron from $177.00 to $180.00 and gave the company an “overweight” rating in a research note on Thursday, November 13th. Piper Sandler decreased their target price on shares of Chevron from $178.00 to $174.00 and set an “overweight” rating on the stock in a research report on Thursday, January 8th. Bank of America dropped their price objective on shares of Chevron from $183.00 to $180.00 and set a “buy” rating for the company in a research report on Thursday, December 11th. Wall Street Zen downgraded Chevron from a “hold” rating to a “sell” rating in a report on Saturday, January 10th. Finally, Raymond James Financial restated an “outperform” rating and issued a $160.00 target price (down from $170.00) on shares of Chevron in a research note on Friday, October 17th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, nine have given a Hold rating and four have given a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $168.61.

Insider Transactions at Chevron

In related news, CFO Eimear P. Bonner sold 28,334 shares of the firm’s stock in a transaction on Monday, January 5th. The stock was sold at an average price of $165.05, for a total value of $4,676,526.70. Following the completion of the transaction, the chief financial officer directly owned 4,366 shares of the company’s stock, valued at $720,608.30. This trade represents a 86.65% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director John B. Hess sold 275,000 shares of the business’s stock in a transaction on Thursday, November 20th. The shares were sold at an average price of $150.75, for a total value of $41,456,250.00. Following the completion of the sale, the director directly owned 1,128,045 shares in the company, valued at approximately $170,052,783.75. This represents a 19.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 635,190 shares of company stock worth $100,254,408. Insiders own 0.20% of the company’s stock.

Chevron Trading Down 0.6%

NYSE CVX opened at $165.29 on Wednesday. The firm’s 50 day moving average price is $153.86 and its two-hundred day moving average price is $154.51. The stock has a market cap of $332.82 billion, a price-to-earnings ratio of 23.25, a PEG ratio of 10.29 and a beta of 0.70. The company has a debt-to-equity ratio of 0.19, a quick ratio of 0.86 and a current ratio of 1.15. Chevron Corporation has a twelve month low of $132.04 and a twelve month high of $169.37.

Chevron (NYSE:CVX) last posted its quarterly earnings results on Friday, October 31st. The oil and gas company reported $1.85 earnings per share for the quarter, topping analysts’ consensus estimates of $1.71 by $0.14. The business had revenue of $48.17 billion for the quarter, compared to the consensus estimate of $46.99 billion. Chevron had a net margin of 6.57% and a return on equity of 8.74%. Chevron’s revenue for the quarter was down 1.9% compared to the same quarter last year. During the same period in the prior year, the business posted $2.48 earnings per share. Equities analysts anticipate that Chevron Corporation will post 10.79 EPS for the current year.

Chevron Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, December 10th. Stockholders of record on Tuesday, November 18th were paid a $1.71 dividend. The ex-dividend date was Tuesday, November 18th. This represents a $6.84 annualized dividend and a dividend yield of 4.1%. Chevron’s dividend payout ratio (DPR) is presently 96.20%.

About Chevron

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.