Gw Henssler & Associates 13F: Adds $9.2M to Chevron (CVX) Stake
Key Points
- Gw Henssler & Associates now holds 104,653 shares of Chevron, which is a 75.9% increase from its previous 59,509 shares.
- The firm’s total reported value in Chevron is approximately $21.4 million, representing 2.82% of its overall portfolio.
- Chevron shares recently traded around $231.99, which is about equal to the closing price of $232.01 on October 26, 2026.
Get Chevron text alerts
We text you when insiders, Congress, analysts or big funds move on $CVX.
By entering your mobile number and tapping the sign-up button, you provide express written consent to receive recurring automated text messages from TradeTexts at that number, including stock alerts about SEC filings, insider and congress trades, analyst ratings, hedge fund moves, and earnings results. Consent is not a condition of any purchase. Message frequency varies. Messages are not investment advice. Message and data rates may apply. Reply HELP for help and STOP to opt out at any time. See our Terms and Privacy Policy.
Not investment advice. TradeTexts is not a registered investment adviser, and this automated Chevron Corporation alert may contain errors. Disclosures
Gw Henssler & Associates boosted its stake in Chevron Corporation (CVX) by 45,144 shares, according to a filing on October 26, 2026. This increase brings the firm's total holdings to 104,653 shares, valued at approximately $21.4 million. The information comes from the fund's latest Form 13F filing with the SEC.
CVX
Chevron Corporation
What Changed in Gw Henssler & Associates' Chevron Position
The firm’s reported value in Chevron rose to about $21.4 million, reflecting a 75.9% increase from its previous holdings of 59,509 shares. This move indicates a growing confidence in Chevron's future, as the stock trades at a price close to its recent levels.
Where Chevron Fits in Gw Henssler & Associates' Portfolio
Chevron now represents 2.82% of Gw Henssler's total portfolio, ranking 15th among its 224 reported positions.
Other Institutional Activity in Chevron
In addition to Gw Henssler, Alta Capital Management cut its position in Chevron by 9,720 shares, resulting in 19,570 shares valued at about $4 million. Berkshire Hathaway, on the other hand, maintained its significant position with 84,375,856 shares valued at approximately $19.6 billion.
Chevron Corporation Stock Down 0.5%
Chevron shares recently traded around $231.99, which is about equal to the closing price of $232.01 on October 26, 2026. The stock is currently above its 50-day moving average by 9.9% and its 200-day moving average by 20.8%. However, it remains slightly below its 52-week high of $234.08.
Recent Earnings
Chevron reported trailing twelve-month revenue of approximately $209.4 billion and an EPS of $10.39. The next earnings report is expected on October 30, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
-
Forward outlook
5 analysts raised price targets.
-
EPS & revenue
EPS beat estimates by 46.5%. Revenue missed estimates by 9.6%.
-
Profit surprise
EBITDA beat by 3 percent. Operating income missed by 7 percent.
-
Pre-earnings setup
Expectations were about average.
-
Analyst signal
5 target raises.
-
Earnings quality
Gross margin down 19.4 points. Operating margin down 2.5 points. Positive free cash flow.
Earnings Call Summary
The quarter delivered $1.41 per share in adjusted earnings, beating consensus, but revenue of $47.6 billion fell short of the $52.6 billion street expected. The shortfall was mainly a revenue recognition timing issue from a sharp rise in commodity prices in March, which created about $3 billion in unfavorable mark-to-market effects on derivatives. Core operations remain strong, with Guyana and TCO running at full rates, Asian refineries running hard on Chevron crude, and the company capturing real value from integrating Hess assets. Management stayed disciplined, saying it is too early to change strategy after eight weeks of Middle East conflict.
Guidance Chevron held its full-year capital spending at $18 billion to $19 billion and reaffirmed production growth of 7 percent to 10 percent. The company raised affiliate distribution expectations to over $2 billion above first quarter because TCO, CPChem, and Angola LNG are running strong. At $70 per barrel Brent, cash flow will be solid, and higher prices would boost results further.
Fine but not compelling. Acceptable results that likely do not create a meaningful forward reset.
Dividend
Chevron pays an annual dividend of $7.12 per share, which translates to a yield of 3.07% based on recent trading prices.
Insider Buying and Selling at Chevron Corporation
Several insiders, including CEO Michael K. Wirth, sold shares recently. On August 14, 2026, Wirth sold 317,100 shares, valued at about $63.6 million. Additionally, Officer Andrew Benjamin Walz sold 16,800 shares on August 17, 2026, valued at approximately $3.4 million.
Analysts Set New Price Targets
On September 25, 2026, HSBC maintained a 'Buy' rating for Chevron with a price target of $250. UBS also maintained a 'Buy' rating with a target of $235 on October 8, 2026. The consensus among analysts currently reflects a positive outlook for Chevron, with a mean price target of around $232.5.
About Chevron Corporation
Chevron Corporation, based in Houston, Texas, is involved in integrated energy and chemicals operations through its subsidiaries. The company operates across both upstream and downstream segments, which include oil and gas exploration, production, and refining.
Bottom Line
Investors should keep an eye on Chevron as it approaches its next earnings date on October 30, 2026. The recent increase in Gw Henssler's position suggests a positive outlook for the stock, amidst ongoing changes in institutional holdings.
Related Filing Alerts
Source: Gw Henssler & Associates's 13F filing on $CVX (Oct 26, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts