Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv Chevron and Basra Oil Co to exchange data, enter exclusive talks over West Qurna 2 February 23, 202610:45 AM UTCUpdated ago By Stephanie Kelly A Chevron logo at the Chevron building in Houston, Texas, U.S. August 19, 2025. REUTERS/Kaylee Greenlee Purchase Licensing Rights, opens new tab LONDON, Feb 23 (Reuters) - Chevron (CVX.N), opens new tab said on Monday it had entered into agreements with ...

Chevron Corporation (NYSE:CVX) is included among the 14 Best Warren Buffett Dividend Stocks to Buy. Chevron (CVX) Gains Bullish Outlook as Exploration Spending Rises On February 17, Melius Research said Chevron Corporation (NYSE:CVX) could see upside as exploration activity picks up and the market overlooks its potential in Venezuela. The firm upgraded the stock to Buy and raised its price target to $205. That target suggests about 13% upside from current levels. Analyst James West pointed to Chevron’s r ...

1、大举减持科技与银行： 伯克希尔继续大幅削减其在苹果和美国银行的头寸。 2、苹果仓位巨变： 自 2023年夏季以来，苹果持仓已减少超过75%，但仍以603亿美元的市值位居持仓首位。排名第二的美国 运通 与苹果的市值差距已从1500亿美元缩小到不足80亿美元。 3、逆势加仓： 公司增持雪佛龙和保险 巨头，安达保险（Chubb），并时隔六年再次买入报业股——纽约时报。 4、法律和解： 伯克希尔旗下 的PacifiCorp电力公司同意支付5.75亿美元，以解决联邦政府针对其引发山火的索赔。 来源：滚动播报 ...

Core Viewpoint - Investors are shifting their focus from technology and large-cap stocks to sectors benefiting from AI-driven investments, leading to a rotation in market dynamics [1][2]. Sector Performance - Technology (XLK) and Consumer Discretionary (XLY) sectors remain negative year-to-date, while Financials (XLF) also show a decline [1]. - Energy stocks (XLE) have increased by 22% since the beginning of the year, driven by rising oil prices and demand, with Chevron (CVX) and ExxonMobil (XOM) shares up 20% and 22% respectively [2]. - Materials (XLB) and Industrial stocks (XLI) have risen by 15% and 14% respectively, attributed to AI infrastructure buildouts and reshoring trends [3]. - Defensive sectors like Consumer Staples (XLP) are gaining traction, with Walmart (WMT) reaching an all-time high [3]. Market Dynamics - The current market rotation is intensified by volatility, with portfolio rebalancing occurring as investors move from overvalued sectors to more stable areas [4]. - The Tech-Software Sector ETF (IGV) has seen a decline of 23% year-to-date due to fears surrounding AI's impact on traditional enterprise software roles [5]. - Cybersecurity firms have also faced declines, with shares of CrowdStrike (CRWD), Zscaler (ZS), and Cloudflare (NET) dropping significantly following new AI security tool announcements [6]. Economic Outlook - Profit growth and potential interest rate cuts by the Federal Reserve are expected to support a broadening stock market, with predictions of two to three rate cuts in 2026 [7]. - UBS strategists anticipate healthy profit growth across sectors, supported by a resilient US economy and ongoing easing cycles [7].

Core Viewpoint - The U.S. government's softening stance on greenhouse gases is a positive development for major energy companies like ExxonMobil and Chevron, although the long-term shift towards cleaner energy sources remains a challenge for the sector [2][11]. Company Overview - ExxonMobil and Chevron are globally diversified integrated energy companies, involved in the entire energy value chain, including oil and natural gas production, transportation, and processing into refined products [3]. - Both companies have strong financial positions, characterized by the lowest debt-to-equity ratios among their peers, which helps mitigate the volatility of the energy sector [5]. Financial Performance - ExxonMobil has a market capitalization of $614 billion, with a current price of $147.07 and a dividend yield of 2.74% [7][8]. - Chevron has a market capitalization of $370 billion, with a current price of $183.72 and a dividend yield of 3.76% [10]. Dividend History - Both Exxon and Chevron have a history of increasing their dividends annually for over three decades, demonstrating financial resilience during industry downturns [6]. Regulatory Environment - The easing of greenhouse gas regulations is beneficial for Exxon and Chevron, but there is a risk that future administrations may reinstate stricter regulations [11]. - The diversified business models of these companies position them well to handle potential regulatory changes in the future [11]. Investment Strategy - Given the inherent volatility of the energy sector, investing in reliable dividend payers like Exxon and Chevron is advisable, allowing investors to benefit from their above-market dividend yields while navigating regulatory changes [12].

Core Viewpoint - Chevron is recognized as a top-tier dividend stock, having recently increased its dividend payment by 4%, marking 39 consecutive years of growth [1][4]. Dividend Growth - Chevron's quarterly dividend payment is now $1.78 per share, translating to an annual payout of $7.12 [3]. - An investment of $3,000 in Chevron would yield approximately $113.92 in dividends over the next year, with a potential total of $569.60 over five years if the dividend rate remains constant [3][6]. Financial Performance - The company generated $16.6 billion in free cash flow last year, significantly exceeding its dividend payments of $12.1 billion projected for 2025 [8]. - Chevron anticipates a surge in free cash flow by $12.5 billion this year, driven by expansion projects and cost-saving initiatives, with expectations of over 10% compound annual growth through 2030 [9]. Dividend Sustainability - Chevron's historical track record of dividend increases, alongside its strong financial profile, supports the expectation of continued dividend growth [7][9]. - The company has a robust balance sheet, which allows it to return substantial cash to shareholders, totaling $27.1 billion last year [8].

Nothing says “Friday afternoon in Washington” quite like a constitutional crisis followed by a spontaneous tax on every single thing you own. On February 20, 2026, the U.S. Supreme Court decided to remind the executive branch that the International Emergency Economic Powers Act (IEEPA) isn’t actually a “do whatever you want” card. In a 6-3 ruling that left the White House fuming and trade lawyers salivating, the Court struck down President Donald Trump’s sweeping reciprocal tariffs as unlawful. Naturally, t ...

Market Analysis by covering: Chevron Corp, Microsoft Corporation, Apple Inc, NVIDIA Corporation. Read 's Market Analysis on Investing.com ...

Core Insights - Retirees are benefiting from strong performance in dividend stocks in 2026, with notable gains in companies like Verizon, Honeywell, and Chevron, as investors seek stability amid tech stock volatility [1] Group 1: Company Performance - Verizon Communications (VZ) has achieved a year-to-date gain of 20.6% and offers a high yield of 5.9%, with a quarterly dividend increase to $0.7075 per share [1] - Honeywell International (HON) has seen a 23.1% increase year-to-date, although it faces restructuring challenges as it splits into automation and aerospace units [1] - Chevron Corporation (CVX) has delivered a 19.1% return year-to-date, with strong cash flow generation and a quarterly dividend increase to $1.78 per share [1] Group 2: Financial Metrics - Verizon's free cash flow surged 285% year-over-year to $20.13 billion, driven by the Frontier acquisition, with projections for free cash flow exceeding $21.5 billion in 2026 [1] - Honeywell reported a free cash flow increase of 33% year-over-year to $2.51 billion, despite missing revenue expectations [1] - Chevron's free cash flow climbed 26% year-over-year to $5.5 billion, with a 12% increase in worldwide production [1] Group 3: Dividend Reliability - Honeywell has raised its dividend for 23 consecutive years, with a 2025 payout of $4.58 per share, reflecting a 4.8% increase from 2024 [1] - Chevron has a history of uninterrupted dividend increases, marking decades of consistent payouts [1] - Verizon has also increased its dividend for 19 consecutive years, showcasing its commitment to returning value to shareholders [1]

Core Insights - Chevron is expanding its exploration portfolio in the Mediterranean region, particularly through recent lease agreements in Greece and successful bids in Libya, indicating a strategic focus on enhancing its position in this area [3][4][6]. Group 1: Stock Performance - Chevron's stock is currently trading 1.5% below its 20-day simple moving average (SMA) and 3.2% above its 100-day SMA, reflecting short-term weakness but longer-term strength [1]. - Over the past 12 months, Chevron's shares have increased by 17.66% and are closer to their 52-week highs than lows [1]. Group 2: Market Context - The broader market has experienced slight declines, with mixed performance in the Energy sector, suggesting that company-specific developments, such as Chevron's recent successes, may be influencing its stock performance [2]. Group 3: Strategic Developments - Chevron's subsidiary has been designated as a winning bidder in Libya's 2025 Bid Round for Contract Area 106, which is part of its ongoing efforts to strengthen its Mediterranean operations [3]. - The company has signed lease agreements for four offshore blocks in Greece, which will involve conducting 2D and 3D seismic surveys to evaluate hydrocarbon potential [5][6]. Group 4: Analyst Outlook - Chevron's earnings update is scheduled for May 1, 2026, with an EPS estimate of $1.51, down from $2.18, and a revenue estimate of $46.76 billion, down from $47.61 billion [8][9]. - The stock carries a P/E ratio of 27.7x, indicating a premium valuation, and has a Buy Rating with an average price target of $173.71 [10].