Chevron Corp Ownership

CVX
 Stock
  

USD 178.36  5.34  2.91%   

Some institutional investors establish a significant position in stocks such as Chevron Corp in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Chevron Corp, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits. Continue to Trending Equities.
  
Dividend Yield is likely to rise to 0.0466 in 2022, whereas Payment of Dividends and Other Cash Distributions is likely to drop (11 B) in 2022. Weighted Average Shares is likely to rise to about 2.1 B in 2022. Weighted Average Shares Diluted is likely to rise to about 2.1 B in 2022.
Chevron Corp retains a total of 1.93 Billion outstanding shares. The majority of Chevron Corp outstanding shares are owned by other corporate entities. These outside corporations are usually referred to as non-private investors looking to acquire positions in Chevron Corp to benefit from reduced commissions. Consequently, institutional investors are subject to a different set of regulations than regular investors in Chevron Corp. Please pay attention to any change in the institutional holdings of Chevron Corp as this could imply that something significant has changed or about to change at the company. Note that regardless of who owns the company, if the true value of the entity is less than the market is willing to pay for it, you may not be able to generate positive returns over time.
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.

Chevron Stock Ownership Analysis

About 72.0% of the company shares are held by institutions such as insurance companies. The book value of Chevron Corp was currently reported as 82.06. The company has Price/Earnings To Growth (PEG) ratio of 0.65. Chevron Corp recorded earning per share (EPS) of 17.58. The entity last dividend was issued on the 17th of November 2022. The firm had 2:1 split on the 13th of September 2004. Chevron Corporation, through its subsidiaries, engages in integrated energy and chemicals operations worldwide. Chevron Corporation was founded in 1879 and is based in San Ramon, California. Chevron Corp operates under Oil Gas Integrated classification in the United States and is traded on New York Stock Exchange. It employs 42595 people. For more info on Chevron Corp please contact John Watson at 925 894-6017 or go to www.chevron.com.

Chevron Corp SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. Chevron Corp prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that Chevron Corp investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial Chevron Corp specific information freely available to individual and institutional investors to make a timely investment decision.
1st of August 2022
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
View
29th of July 2022
Financial Statements and Exhibits. Results of Operations and Financial Condition
View
14th of February 2022
Unclassified Corporate Event
View

Chevron Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Chevron Corp is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Chevron Corp backward and forwards among themselves. Chevron Corp's institutional investor refers to the entity that pools money to purchase Chevron Corp's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Security TypeSharesValue
Zwj Investment Counsel IncCommon Shares221.7 K31.8 M
Zwj Investment Counsel IncCommon Shares224.3 K32.5 M
Zwj Investment Counsel IncCommon Shares238.4 K38.8 M
Zwj Investment Counsel IncCommon Shares244.5 K28.7 M
Zwj Investment Counsel IncCommon Shares244.7 K24.8 M
Zwj Investment Counsel IncCommon Shares244.1 K25.6 M
Zwj Investment Counsel IncCommon Shares254.8 K26.7 M
Note, although Chevron Corp's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Chevron Corp Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Chevron Corp insiders, such as employees or executives, is commonly permitted as long as it does not rely on Chevron Corp's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Chevron Corp insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Patricia Yarrington over a week ago via Macroaxis 
Exercise or conversion by Patricia Yarrington of 8584 shares of Chevron Corp subject to Rule 16b-3
Marillyn Hewson over a month ago via Macroaxis 
Discretionary transaction by Marillyn Hewson of 229 shares of Chevron Corp subject to Rule 16b-3
Pierre Breber over three months ago via Macroaxis 
Exercise or conversion by Pierre Breber of 22500 shares of Chevron Corp subject to Rule 16b-3
Pierre Breber over three months ago via Macroaxis 
Exercise or conversion by Pierre Breber of 22500 shares of Chevron Corp subject to Rule 16b-3
Wanda Austin over three months ago via Macroaxis 
Exercise or conversion by Wanda Austin of 11432 shares of Chevron Corp subject to Rule 16b-3
Warner Cynthia J over three months ago via Macroaxis 
Acquisition by Warner Cynthia J of 1275 shares of Chevron Corp subject to Rule 16b-3
James Johnson over six months ago via Macroaxis 
Exercise or conversion by James Johnson of 270000 shares of Chevron Corp subject to Rule 16b-3
Enrique Hernandez over six months ago via Macroaxis 
Exercise or conversion by Enrique Hernandez of 11768 shares of Chevron Corp subject to Rule 16b-3
Rhonda Morris over six months ago via Macroaxis 
Exercise or conversion by Rhonda Morris of 22500 shares of Chevron Corp subject to Rule 16b-3
Enrique Hernandez over six months ago via Macroaxis 
Exercise or conversion by Enrique Hernandez of 12780 shares of Chevron Corp subject to Rule 16b-3
Mark Nelson over six months ago via Macroaxis 
Exercise or conversion by Mark Nelson of 69700 shares of Chevron Corp subject to Rule 16b-3
Colin Parfitt over six months ago via Macroaxis 
Exercise or conversion by Colin Parfitt of 47700 shares of Chevron Corp subject to Rule 16b-3

Chevron Corp Outstanding Bonds

Chevron Corp issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Chevron Corp uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Chevron bonds can be classified according to their maturity, which is the date when Chevron Corp has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Chevron Corp Investors Sentiment

The influence of Chevron Corp's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Chevron. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.
Investor biases related to Chevron Corp's public news can be used to forecast risks associated with investment in Chevron. The trend in average sentiment can be used to explain how an investor holding Chevron can time the market purely based on public headlines and social activities around Chevron Corp. Please note that most equiteis that are difficult to arbitrage are affected by market sentiment the most.
Chevron Corp's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Chevron Corp's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average Chevron Corp's news discussions. The higher the estimated score, the more favorable is the investor's outlook on Chevron Corp.

Chevron Corp Implied Volatility

    
  42.08  
Chevron Corp's implied volatility exposes the market's sentiment of Chevron Corp stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Chevron Corp's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Chevron Corp stock will not fluctuate a lot when Chevron Corp's options are near their expiration.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Chevron Corp in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Chevron Corp's short interest history, or implied volatility extrapolated from Chevron Corp options trading.

Pair Trading with Chevron Corp

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Chevron Corp position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Chevron Corp will appreciate offsetting losses from the drop in the long position's value.

Moving together with Chevron Corp

+0.97APAApa Corp Potential GrowthPairCorr
+0.65DVNDevon Energy Corp Potential GrowthPairCorr
+0.97MROMarathon Oil Corp Potential GrowthPairCorr
+0.84OXYOccidental Petroleum Corp Potential GrowthPairCorr
The ability to find closely correlated positions to Chevron Corp could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Chevron Corp when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Chevron Corp - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Chevron Corp to buy it.
The correlation of Chevron Corp is a statistical measure of how it moves in relation to other equities. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Chevron Corp moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Chevron Corp moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Chevron Corp can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
Continue to Trending Equities. You can also try Equity Analysis module to research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities.

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Is Chevron Corp's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Chevron Corp. If investors know Chevron will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Chevron Corp listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth YOY
0.81
Market Capitalization
355.2 B
Quarterly Revenue Growth YOY
0.49
Return On Assets
0.0924
Return On Equity
0.23
The market value of Chevron Corp is measured differently than its book value, which is the value of Chevron that is recorded on the company's balance sheet. Investors also form their own opinion of Chevron Corp's value that differs from its market value or its book value, called intrinsic value, which is Chevron Corp's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Chevron Corp's market value can be influenced by many factors that don't directly affect Chevron Corp's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Chevron Corp's value and its price as these two are different measures arrived at by different means. Investors typically determine Chevron Corp value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Chevron Corp's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.