MASTERINVEST Kapitalanlage GmbH Has $2.40 Million Stake in Chevron Corporation $CVX

MASTERINVEST Kapitalanlage GmbH lifted its position in shares of Chevron Corporation (NYSE:CVX) by 31.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 15,455 shares of the oil and gas company’s stock after buying an additional 3,740 shares during the period. MASTERINVEST Kapitalanlage GmbH’s holdings in Chevron were worth $2,400,000 at the end of the most recent quarter.

A number of other hedge funds have also modified their holdings of CVX. Perigon Wealth Management LLC raised its holdings in Chevron by 19.3% during the third quarter. Perigon Wealth Management LLC now owns 73,448 shares of the oil and gas company’s stock worth $11,406,000 after acquiring an additional 11,875 shares in the last quarter. Solitude Financial Services increased its position in shares of Chevron by 8.2% during the 2nd quarter. Solitude Financial Services now owns 25,325 shares of the oil and gas company’s stock worth $3,626,000 after purchasing an additional 1,913 shares during the last quarter. Pictet North America Advisors SA bought a new stake in shares of Chevron during the 3rd quarter worth approximately $5,662,000. Shell Asset Management Co. raised its stake in shares of Chevron by 21.4% during the 2nd quarter. Shell Asset Management Co. now owns 51,115 shares of the oil and gas company’s stock worth $7,319,000 after purchasing an additional 9,002 shares in the last quarter. Finally, Mutual Advisors LLC boosted its holdings in shares of Chevron by 7.3% in the 2nd quarter. Mutual Advisors LLC now owns 88,759 shares of the oil and gas company’s stock valued at $13,743,000 after buying an additional 6,058 shares during the last quarter. 72.42% of the stock is currently owned by institutional investors.

Insider Transactions at Chevron

In other Chevron news, CFO Eimear P. Bonner sold 28,334 shares of the company’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 transaction, the chief financial officer directly owned 4,366 shares of the company’s stock, valued at $720,608.30. This represents a 86.65% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Also, Director John B. Hess sold 275,000 shares of Chevron stock in a transaction on Thursday, November 20th. The stock was sold at an average price of $150.75, for a total value of $41,456,250.00. Following the sale, the director directly owned 1,128,045 shares of the company’s stock, valued at $170,052,783.75. This represents a 19.60% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 631,990 shares of company stock valued at $99,716,808. 0.21% of the stock is currently owned by company insiders.

Chevron Stock Performance

NYSE CVX opened at $162.15 on Friday. The stock has a market cap of $326.49 billion, a PE ratio of 22.81, a P/E/G ratio of 10.15 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. The firm has a 50-day moving average of $152.31 and a 200-day moving average of $153.49. Chevron Corporation has a 52-week low of $132.04 and a 52-week high of $168.96.

Chevron (NYSE:CVX) last announced its quarterly earnings results on Friday, October 31st. The oil and gas company reported $1.85 EPS for the quarter, beating analysts’ consensus estimates of $1.71 by $0.14. The business had revenue of $48.17 billion for the quarter, compared to analyst estimates of $46.99 billion. Chevron had a net margin of 6.57% and a return on equity of 8.74%. Chevron’s quarterly revenue was down 1.9% on a year-over-year basis. During the same quarter in the prior year, the business earned $2.48 EPS. On average, sell-side analysts anticipate that Chevron Corporation will post 10.79 EPS for the current year.

Chevron Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, December 10th. Stockholders of record on Tuesday, November 18th were paid a dividend of $1.71 per share. The ex-dividend date was Tuesday, November 18th. This represents a $6.84 dividend on an annualized basis and a dividend yield of 4.2%. Chevron’s dividend payout ratio (DPR) is 96.20%.

Chevron News Summary

Here are the key news stories impacting Chevron this week:

• Positive Sentiment: Chevron is in advanced talks with the U.S. government to expand its Venezuela license, which would allow higher exports to Chevron’s refineries and third parties — a clear potential earnings and volume catalyst. Read More.
• Positive Sentiment: Shipping and operational activity is picking up: data and filings show Chevron loading Venezuelan crude and contracting multiple tankers, signalling the company can scale flows quickly if approvals hold. Read More.
• Positive Sentiment: Market positioning and deal activity: reports show Chevron competing with traders and partners to control Venezuelan exports and lining up bids for international assets — moves that could expand supply links and reserves. Read More.
• Positive Sentiment: Analyst support: Bernstein and other outlets have recently raised targets or reiterated bullish theses on CVX amid the Venezuela angle, providing analyst-driven validation. Read More.
• Neutral Sentiment: White House engagement: President Trump met with oil executives to discuss Venezuela reconstruction — policy backing could help but details, guarantees and timelines remain uncertain. Read More.
• Neutral Sentiment: Companies want guarantees: FT/Reuters reporting that U.S. majors want formal guarantees from Washington before committing large capital, implying any large-scale Venezuela rebuild will be phased and conditional. Read More.
• Neutral Sentiment: Distribution risk: some shipments to traditional buyers (notably Chinese buyers) are paused, tempering near-term cash conversion despite increased loading activity. Read More.
• Negative Sentiment: Large insider selling disclosed (CEO, CFO and other insiders sold sizable blocks in early January), which can be perceived negatively and add short-term selling pressure. Read More.
• Negative Sentiment: Analyst downgrades and sell-side caution: at least one firm cut CVX to “Strong Sell” and others trimmed price targets, reflecting some skepticism about sustainable upside after the recent run. Read More. Read More.
• Negative Sentiment: Political/reputational risk: high-profile criticism and scrutiny around U.S. handling of Venezuela investments raise execution and regulatory uncertainty. Read More.

Wall Street Analyst Weigh In

CVX has been the topic of several analyst reports. Hsbc Global Res raised shares of Chevron from a “hold” rating to a “strong-buy” rating in a research report on Monday, December 1st. BMO Capital Markets restated an “outperform” rating on shares of Chevron in a research note on Thursday. Wall Street Zen cut shares of Chevron from a “hold” rating to a “sell” rating in a report on Saturday. Sanford C. Bernstein raised their target price on shares of Chevron from $170.00 to $172.00 and gave the company a “market perform” rating in a research note on Monday, January 5th. Finally, Wells Fargo & Company boosted their price target on Chevron from $190.00 to $196.00 and gave the stock an “overweight” rating in a research report on Friday, November 14th. One analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating, nine have issued a Hold rating and four have assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $167.14.

Chevron 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.