Donaldson Capital Management LLC Has $30.85 Million Stake in Chevron Corporation $CVX

Donaldson Capital Management LLC reduced its position in shares of Chevron Corporation (NYSE:CVX) by 2.1% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 198,653 shares of the oil and gas company’s stock after selling 4,307 shares during the quarter. Donaldson Capital Management LLC’s holdings in Chevron were worth $30,849,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in CVX. Quaker Wealth Management LLC grew its position in Chevron by 197.7% during the second quarter. Quaker Wealth Management LLC now owns 217 shares of the oil and gas company’s stock worth $31,000 after buying an additional 439 shares in the last quarter. Decker Retirement Planning Inc. bought a new stake in shares of Chevron during the 3rd quarter valued at $34,000. Vermillion & White Wealth Management Group LLC grew its holdings 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 purchasing an additional 118 shares in the last quarter. IMG Wealth Management Inc. increased its position in shares of Chevron by 52.3% in the second 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 during the period. Finally, Marquette Asset Management LLC acquired a new position in Chevron in the third quarter valued at about $41,000. 72.42% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several research firms have commented on CVX. 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 report on Thursday, January 8th. Barclays increased their price target on shares of Chevron from $158.00 to $166.00 and gave the stock an “equal weight” rating in a research report on Wednesday, January 21st. Scotiabank restated a “sector perform” rating and set a $168.00 price objective on shares of Chevron in a research report on Friday, January 16th. JPMorgan Chase & Co. raised Chevron from a “neutral” rating to an “overweight” rating and set a $176.00 target price on the stock in a report on Tuesday, January 20th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Chevron in a report on Wednesday, January 21st. One analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, seven have given a Hold rating and four have issued a Sell rating to the company’s stock. According to data from MarketBeat, Chevron presently has a consensus rating of “Hold” and a consensus price target of $170.00.

Insider Buying and Selling at Chevron

In other news, insider Alana K. Knowles sold 7,956 shares of the stock in a transaction dated Monday, January 5th. The stock was sold at an average price of $165.05, for a total value of $1,313,137.80. Following the completion of the sale, the insider owned 1,207 shares of the company’s stock, valued at approximately $199,215.35. This represents a 86.83% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CFO Eimear P. Bonner sold 28,334 shares of the firm’s stock in a transaction dated 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 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 SEC filing for this sale provides additional information. Insiders sold a total of 645,924 shares of company stock worth $102,079,188 over the last ninety days. Insiders own 0.21% of the company’s stock.

Chevron Trading Up 3.3%

Shares of CVX stock opened at $176.75 on Friday. Chevron Corporation has a twelve month low of $132.04 and a twelve month high of $177.30. The stock’s fifty day simple moving average is $156.40 and its 200 day simple moving average is $155.45. The company has a quick ratio of 0.86, a current ratio of 1.15 and a debt-to-equity ratio of 0.19. The firm has a market capitalization of $355.90 billion, a P/E ratio of 24.86, a P/E/G ratio of 11.92 and a beta of 0.70.

Chevron (NYSE:CVX) last released its quarterly earnings results on Friday, January 30th. The oil and gas company reported $1.52 earnings per share for the quarter, topping the consensus estimate of $1.44 by $0.08. Chevron had a return on equity of 8.74% and a net margin of 6.57%.The company had revenue of $45.79 billion for the quarter, compared to analysts’ expectations of $48.18 billion. During the same period in the previous year, the business posted $2.06 earnings per share. The business’s quarterly revenue was down 10.2% compared to the same quarter last year. As a group, sell-side analysts predict that Chevron Corporation will post 10.79 EPS for the current fiscal year.

Chevron Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 17th will be given a $1.78 dividend. This is an increase from Chevron’s previous quarterly dividend of $1.71. The ex-dividend date is Tuesday, February 17th. This represents a $7.12 annualized dividend and a yield of 4.0%. Chevron’s dividend payout ratio is currently 96.20%.

Chevron News Summary

Here are the key news stories impacting Chevron this week:

• Positive Sentiment: Q4 adjusted EPS beat expectations ($1.52 vs ~ $1.44) and management emphasized cost cuts and efficiency gains that helped margins despite lower oil prices. This beat is a primary catalyst for the stock lift. Chevron Reports Fourth Quarter 2025 Results
• Positive Sentiment: Dividend increased to $1.78/share (4.1% raise), marking 39 consecutive years of increases — supports yield-focused investor demand. Chevron lifts dividend to $1.78/share
• Positive Sentiment: Record/strong production and clearer 2026 growth outlook (Permian, Tengiz, newly acquired Hess assets, guidance for 7–10% production growth) underpin earnings resilience and upside potential. Chevron Production & Outlook (MarketBeat)
• Positive Sentiment: Venezuela opportunity: Chevron plans to raise Venezuelan exports (reports of targeting ~300k bpd) and CEO comments say Caracas is taking steps to protect private investment — investors see material upside if exports scale. Chevron eyes Venezuela opportunities (Reuters)
• Neutral Sentiment: CEO interviews and media coverage reinforced the Venezuela narrative and production outlook but provide limited new detail beyond the earnings call. CEO Mike Wirth on TV (CNBC)
• Neutral Sentiment: Kazakhstan government engagement: Chevron reassured Tengiz partners it will operate reliably and safely — supports operational stability but is not a new earnings driver. Tengiz operations (Reuters)
• Negative Sentiment: Revenue missed expectations (Q4 revenue ~$45.8B vs ~$48.2B consensus) and full-year profits fell year‑over‑year — a reminder earnings strength is margin/production driven, not top‑line growth. Q4 results detail (BusinessWire)
• Negative Sentiment: Insider selling: CFO Eimear Bonner and another senior insider disclosed sizeable sales on Jan. 28 — can be interpreted negatively by some investors despite routine reasons for sales. CFO Form 4 (SEC)
• Negative Sentiment: Board-approved executive pay and long‑term equity award increases were announced, which could be viewed unfavorably by governance‑focused investors. Executive pay update (TipRanks)

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.