Visionary Wealth Advisors Purchases New Shares in Chevron Corporation $CVX

Visionary Wealth Advisors acquired a new stake in Chevron Corporation (NYSE:CVX) during the second quarter, HoldingsChannel reports. The fund acquired 81,320 shares of the oil and gas company’s stock, valued at approximately $13,480,000.

Several other large investors have also recently added to or reduced their stakes in the company. Midwest Capital Advisors LLC bought a new stake in shares of Chevron in the first quarter valued at about $25,000. Core Wealth Advisors LLC bought a new position in Chevron during the fourth quarter worth about $26,000. Phillip James Consulting Co. bought a new position in Chevron during the fourth quarter worth about $26,000. Basso Capital Management L.P. bought a new position in Chevron during the fourth quarter worth about $27,000. Finally, Karpus Management Inc. acquired a new stake in Chevron in the 4th quarter worth about $27,000. Institutional investors own 72.42% of the company’s stock.

Key Headlines Impacting Chevron

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

Analyst Upgrades and Downgrades

CVX has been the subject of a number of recent research reports. Wall Street Zen raised shares of Chevron from a “hold” rating to a “buy” rating in a report on Saturday, August 8th. UBS Group reaffirmed a “buy” rating on shares of Chevron in a report on Tuesday, June 23rd. Barclays dropped their price target on shares of Chevron from $216.00 to $208.00 and set an “equal weight” rating for the company in a research report on Monday, August 17th. TD Cowen boosted their price target on Chevron from $200.00 to $205.00 and gave the company a “hold” rating in a research note on Wednesday, August 5th. Finally, Zacks Research downgraded Chevron from a “strong-buy” rating to a “hold” rating in a research report on Monday, June 8th. Twenty investment analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $207.48.

Chevron Trading Down 1.1%

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

Chevron (NYSE:CVX) last released its earnings results on Friday, July 31st. The oil and gas company reported $6.06 EPS for the quarter, beating the consensus estimate of $5.55 by $0.51. The firm had revenue of $67.20 billion for the quarter, compared to analyst estimates of $62.72 billion. Chevron had a net margin of 9.57% and a return on equity of 11.09%. The business’s quarterly revenue was up 57.4% compared to the same quarter last year. During the same period last year, the firm earned $1.77 EPS. Analysts predict that Chevron Corporation will post 16.17 EPS for the current fiscal year.

Chevron Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Wednesday, August 19th will be given a dividend of $1.78 per share. The ex-dividend date is Wednesday, August 19th. This represents a $7.12 annualized dividend and a dividend yield of 3.5%. Chevron’s dividend payout ratio (DPR) is currently 68.26%.

Insider Activity

In related news, insider R. Hewitt Pate sold 2,470 shares of Chevron stock in a transaction that occurred on Tuesday, August 18th. The shares were sold at an average price of $205.11, for a total value of $506,621.70. Following the transaction, the insider directly owned 10,794 shares of the company’s stock, valued at $2,213,957.34. This trade represents a 18.62% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Andrew Benjamin Walz sold 16,800 shares of the business’s stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $201.06, for a total transaction of $3,377,808.00. Following the transaction, the insider owned 14 shares of the company’s stock, valued at approximately $2,814.84. This represents a 99.92% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 1,152,582 shares of company stock valued at $225,853,661. 0.56% of the stock is owned by insiders.

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.