Chevron Corporation

NYSE:CVX 株式レポート

時価総額:US$366.1b

Chevron マネジメント

マネジメント 基準チェック /24

Chevronの CEO はMike Wirthで、 Feb2018年に任命され、 の在任期間は 8.25年です。 の年間総報酬は$ 26.83Mで、 7.1%給与と92.9%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.003%を直接所有しており、その価値は$ 12.56M 。経営陣と取締役会の平均在任期間はそれぞれ1.3年と8.3年です。

主要情報

Mike Wirth

最高経営責任者

US$26.8m

報酬総額

CEO給与比率7.08%
CEO在任期間8.3yrs
CEOの所有権0.003%
経営陣の平均在職期間1.3yrs
取締役会の平均在任期間8.3yrs

経営陣の近況

Recent updates

Seeking Alpha May 02

Chevron: The Market Was Not Prepared For The New Equilibrium

Summary Chevron's Q1 results came as a disappointment to most investors and the market reacted accordingly. The short-term headwinds will dissipate over the coming quarters, but the share price already reflects that. There's no longer a short-term opportunity to capitalize on, but the attractiveness of the business over the long run remains. I expect shareholder returns to cool off through the rest of 2026, but a buy rating is still justified for long-term investors. Read the full article on Seeking Alpha
ナラティブ更新 Apr 18

CVX: Firmer Long Term Oil Prices Will Drive Future Cash Returns

Chevron's updated analyst price target has shifted from $203.00 to $213.29 as analysts factor in higher projected revenue growth, slightly better profit margins, and a modestly lower future P/E, supported by a series of recent upgrades and price target increases tied to expectations for firmer long term oil prices. Analyst Commentary Recent research commentary on Chevron clusters around oil price expectations, cash flow potential, and the company’s ability to execute on its project pipeline while maintaining shareholder returns.
ナラティブ更新 Apr 03

CVX: Venezuela Licensing And Oil Market Risks Will Shape Future Cash Returns

Narrative Update: Chevron Chevron's updated analyst price target of $203, up from $192.29, reflects analysts incorporating higher long term oil price assumptions, modestly higher revenue growth expectations, and a slightly richer forward P/E multiple in light of recent sector wide target raises and upgrades. Analyst Commentary Recent research shows a clear tilt toward higher Chevron price targets, but with a wide spread of opinions on how durable the backdrop for oil and gas will be and what that could mean for valuation, execution risk, and growth options.
ナラティブ更新 Mar 19

CVX: Venezuela Licensing And Permian Cash Generation Will Shape Future Capital Returns

The analyst price target for Chevron has increased by about $6, reflecting updated oil price assumptions, tighter expected crude balances into 2026, and what analysts view as underappreciated cash flow support for integrated oil and gas companies. Analyst Commentary Recent research on Chevron reflects a wide range of opinions, but there is a clear cluster of higher price targets tied to revised oil assumptions, perceived cash flow support, and capital allocation plans.
ナラティブ更新 Mar 05

CVX: Venezuela Policy And Permian Cash Generation Will Influence Future Dividend Resilience

Chevron's fair value estimate has been nudged higher to $185.92 from $183.46 as analysts point to higher price targets and see support from stronger cash generation potential, renewed exploration plans, and a tighter crude supply backdrop linked to geopolitical risks. Analyst Commentary Recent Street research around Chevron highlights a split view on how sustainable the current setup is for the shares, with several price target increases sitting alongside a few cuts and downgrades.
新しいナラティブ Mar 01

Chevron Corporation (CVX): The Integrated Titan – Scaling Guyana and the Permian for a Decade of Cash Flow

Chevron (CVX) stands as a premier pillar of the global energy sector as we open March 2026, with the stock closing at $186.75 on February 27. The company has successfully navigated the most significant strategic shift in its recent history by fully integrating Hess Corporation , a $53 billion merger that closed in July 2025 after a favorable arbitration ruling regarding the crown-jewel Stabroek Block in Guyana.
ナラティブ更新 Feb 19

CVX: Venezuela Policy And Permian Cash Generation Will Shape Future Dividend Resilience

Analysts have nudged their fair value estimate for Chevron higher to $183.46 from $181.67, citing increased confidence in cash generation from the Permian, a broader set of offshore exploration prospects, and a series of higher Street price targets that offset some differing views on the outlook for oil and gas equities. Analyst Commentary Recent Street research on Chevron presents a mix of optimism and caution, with several firms adjusting ratings and price targets as they reassess the company’s cash generation, exploration program, and exposure to oil price assumptions.
分析記事 Feb 06

Chevron (NYSE:CVX) Has Announced That It Will Be Increasing Its Dividend To $1.78

The board of Chevron Corporation ( NYSE:CVX ) has announced that it will be paying its dividend of $1.78 on the 10th of...
ナラティブ更新 Feb 05

CVX: Venezuela Policy And Upstream Execution Will Shape Future Dividend Resilience

Analysts have raised their fair value estimate for Chevron from $174.83 to $181.67, citing a group of higher Street price targets and updated assumptions about future revenue growth, margins, and P/E expectations. Analyst Commentary Recent Street research on Chevron has been active, with several firms adjusting price targets in both directions and a few changing their ratings.
ナラティブ更新 Jan 21

CVX: Future Dividend Capacity Will Reflect Venezuela Exposure And Upstream Execution

Narrative Update on Chevron The updated analyst price target for Chevron moves slightly higher to about US$175. Analysts attribute this to modestly higher fair value estimates, a small adjustment to the discount rate, and mixed views on near term crude and refining fundamentals, as reflected in recent target changes across the Street.
ナラティブ更新 Jan 06

CVX: Future Dividend Capacity Will Reflect Free Cash Flow And Upstream Execution

Analysts have slightly trimmed their Chevron fair value estimate to about $172.08 per share. This reflects modestly softer revenue growth and profit margin assumptions, even as recent price target increases highlight confidence in free cash flow support for dividends and the company’s longer term growth plans.
ナラティブ更新 Dec 16

CVX: Future Dividend Capacity Will Be Driven By Strong Free Cash Flow

Analysts have nudged their average price target on Chevron higher by roughly $5 to reflect stronger than expected Q3 results, visible production growth and free cash flow support for dividend expansion, even as they modestly temper longer term revenue growth assumptions. Analyst Commentary Street research remains broadly constructive on Chevron, with a series of upward price target revisions reinforcing confidence in the company's capacity to sustain higher free cash flow, support dividend growth, and execute on its long term production plans.
ナラティブ更新 Dec 02

CVX: Future Dividend Payouts And Asset Integration Will Drive Outperformance

Chevron's analyst price target increased from $172.80 to $172.92, as analysts cite a stronger financial profile and consistent dividend growth highlighted by recent investor updates. Analyst Commentary Chevron's recent investor day and third quarter results have prompted a variety of responses from Wall Street.
ナラティブ更新 Nov 18

CVX: Dividend Strength And Asset Synergies Will Drive Shareholder Returns

Chevron's analyst price target has increased modestly to $172.80 from $172.04. Analysts cite strong Q3 financial performance, improving profit margins, and confidence in future cash flow and dividend growth as key factors for the upward revision.
ナラティブ更新 Nov 03

CVX: Upcoming Investor Day Will Preview Long-Term Production and Dividend Upside

Chevron's analyst price target has risen from $168.78 to $172.04 per share. Analysts cite solid Q3 results, operational outperformance, and positive expectations ahead of its upcoming investor day as key factors supporting the upward adjustment.
ナラティブ更新 Sep 11

Permian Production And Renewables Will Shape Enduring Value

Analysts have raised their price target for Chevron, citing resilient Q2 results, improved refining margins, strong resource depth, and long-term support from rising natural gas demand, partially offset by integration risks post-acquisition, resulting in a modest upward revision of fair value to $168.78. Analyst Commentary Bullish analysts highlight Chevron’s strong second-quarter results, demonstrating resilience and outperformance among integrated oil companies due to a diversified asset portfolio and reliable shareholder returns.
分析記事 Aug 08

Chevron's (NYSE:CVX) Shareholders Have More To Worry About Than Only Soft Earnings

The subdued market reaction suggests that Chevron Corporation's ( NYSE:CVX ) recent earnings didn't contain any...
Seeking Alpha Apr 15

Chevron: Why The Stars Are Aligning

Summary Chevron is undervalued with a favorable P/E ratio of 13x and strong shareholder returns through dividends and buybacks. Despite recent declines, Chevron's long-term support and potential for significant EPS growth make it a buy. Key risks include rising costs, geopolitical issues, and potential global recession impacts on oil prices. Technical analysis shows CVX near crucial support, with resistance in the $165-$170 range and potential for recovery. Read the full article on Seeking Alpha
Seeking Alpha Mar 31

Chevron Is Hitting The Pavement With Natural Gas

Summary Chevron Corporation is targeting 6% annual production growth, focusing on Gulf of America and international projects, with a significant push towards growth in natural gas. The company plans to expand gas power production, partnering with hyperscalers to support the growing data center footprint, aiming for 1GW of power capacity by 2027-2028. Chevron's acquisition of Hess is under arbitration, with potential impacts on its stake in Stabroek assets; management remains optimistic about closing by Q3 2025. CVX shares are rated Buy with a $204 target, supported by strong production growth, cost-cutting initiatives, and attractive dividend yield compared to peers. Read the full article on Seeking Alpha
Seeking Alpha Mar 05

Chevron Loses Venezuelan Conditional License

Summary The Trump Administration will end Chevron's conditional license to operate in Venezuela, impacting the company's operations significantly by 2025. The decision should be viewed as a bi-partisan one in my opinion when looking at the timeline of events. Chevron's involvement in Venezuela under Biden's administration helped double production, but recent unfair elections led to the license revocation. Despite the setback, Chevron recovered significant revenue, unlike ConocoPhillips, which still struggles to get compensated for asset seizures in Venezuela. Read the full article on Seeking Alpha
Seeking Alpha Feb 24

Chevron Stock's Outlook Is Uncertain At This Point (Technical Analysis)

Summary The majority of technical indications are in favor of the bulls, as they show that an upside breakout is likely for the stock. However, most recent earnings show mixed results, with key metrics diverging on the fundamental outlook. The stock has been determined to be moderately overvalued after analyzing the valuation ratios relative to their respective growth rates and to peers. With the technicals and fundamentals clashing on the stock's outlook, I believe a hold rating is the most appropriate currently. Read the full article on Seeking Alpha
Seeking Alpha Feb 11

Chevron Has Continued Cash Flow Potential

Summary Chevron has continued to pay a strong and increasing dividend funded by FCF. The company has a number of exciting growth projects coming online to drive returns. Investors who invest today and hold on for the next several years will be well rewarded. Read the full article on Seeking Alpha
Seeking Alpha Feb 04

Chevron: A Capital Return Investment In 2025

Summary Chevron's strong earnings, driven by U.S. production growth and high petroleum prices, make it an attractive investment for long-term energy investors. Despite a Q4 earnings miss, Chevron's free cash flow and capital returns, including $27B to shareholders in FY 2024, remain robust. The Permian Basin's high productivity and Chevron's acquisition of PDC Energy support continued production growth and profitability. Chevron has outperformed other large-cap U.S. energy companies in the last ten years in terms of dividend growth. With a forward P/E ratio of 11.6X, Chevron is a top dividend growth play despite a Q/Q drop in earnings and free cash flow. Read the full article on Seeking Alpha
Seeking Alpha Jan 25

Chevron's Profit Engine Remains Strong, But I Have Concerns

Summary Chevron's robust profits, steady dividends, and healthy balance sheet make it a core holding, but operational issues and uncertain growth raise concerns. The company operates globally across upstream and downstream sectors, with significant investments in low-carbon technologies and European natural gas demand. Management's focus on long-term value and high-grade assets over production volume requires careful communication to keep investors aligned. Despite strong profitability and shareholder returns, the potential for future growth remains uncertain, especially with earnings showing signs of steadying. Read the full article on Seeking Alpha
Seeking Alpha Jan 07

Chevron: Why I Agree With The Crowd On This One

Summary As a contrarian investor, I tend to place my bets against the crowd. However, in the case of Chevron Corporation, my conclusion is in line with the prevailing ratings for several reasons. There are indeed some ongoing headwinds, which are likely to cause an EPS decline in FY 2024. However, I expect significant EPS recovery/growth starting in FY 2025, given the many catalysts (e.g., margin normalization, Hess merger, cost-control measures, etc.). The EPS recovery potential is not captured in its current valuation yet, judging either by the P/E ratio or the dividend yield. Read the full article on Seeking Alpha
Seeking Alpha Dec 18

Chevron: Cash, Baby, Cash Is Good News For Shareholders

Summary Chevron's share price has been underperforming the market over the past year, but this is not bothering me. The stock is attractively priced and production is growing at healthy levels, which reduces the dividend risk. Drill, baby, drill plan has been a major risk for Oil & Gas companies, but the recent announcement by Chevron's management has dispelled these fears. Read the full article on Seeking Alpha
Seeking Alpha Dec 08

Chevron: Oil Prices Break Below $70, But CVX Remains Undervalued

Summary I maintain a buy rating on Chevron (CVX) due to its modest earnings multiple, solid free cash flow, and healthy share repurchases. Chevron's Q3 results were strong, with EPS and revenue beating forecasts, despite a YoY profit dip from lower margins and fewer tax assets. Management forecasts $2-$3 billion in cost reductions through 2026, with increased share repurchases and a $2 billion drop in organic capex next year. Despite a weak technical chart, Chevron's high yield, ongoing buybacks, and solid Q3 results present more positives than negatives for investors. Read the full article on Seeking Alpha
Seeking Alpha Nov 18

Chevron: A Top Energy Investment For 2025

Summary Chevron has fully recovered from its Q2’24 earnings dip, driven by strong production growth and shareholder-friendly policies like dividends and stock buybacks. Despite a 31% year-over-year earnings decline in Q3’24, CVX's production, especially in the Permian, grew rapidly. The energy firm remained high free cash flow profitable in the September quarter and bought back a large amount of its shares. The Company's valuation remains attractive with a forward P/E ratio of 14.1x and an earnings yield of 7.1%, making it a compelling long-term investment. The primary risk for Chevron is a potential decline in petroleum and natural gas prices, but OPEC+ support for prices mitigates this concern. Read the full article on Seeking Alpha
Seeking Alpha Nov 03

Chevron: Good Quarter But Mr. Market Turns Pessimistic

Summary Mr. Market currently does not like the commodity price outlook. The quarterly performance was overshadowed by the market pessimism. Closed acquisitions accounted for the strong performance. Management has yet to talk about cost reductions related to technology advances both in the field and administrative. The recent sales will get better prices than the ones made back in 2021 (give or take). Read the full article on Seeking Alpha
Seeking Alpha Oct 22

Chevron: 3 Reasons This Is The King Of Oil Dividend Aristocrats

Summary Chevron offers a 16% return potential in the next 12 months, with long-term returns expected to be around 11% to 12% annually. Chevron's dividend dependability is unmatched, with 113 years of uninterrupted payments and 37 consecutive years of dividend growth. Chevron's strategic acquisitions, cost-cutting, and focus on high-return projects ensure solid growth prospects and a robust balance sheet. Chevron is 10% historically undervalued, making it a top choice for low-risk, high-yield oil investors. The bond market is confident Chevron will be thriving in 2100 and its risk management is in the top 75% of global companies. It's the ultimate oil aristocrat stock for low-risk investors. Read the full article on Seeking Alpha
Seeking Alpha Oct 06

Chevron: Think Of The Future - Buy

Summary I believe Chevron Corporation is a great value pick in the oil and gas industry due to its strong production prospects in 2025/26, financial stability, and discounted valuation. Despite recent profit declines, Chevron's balance sheet remains solid with $9 billion in cash and a low net debt-to-equity ratio of 10.7%. Chevron's strategic acquisitions and focus on the Permian Basin are expected to drive significant production growth, aiming for 4 million barrels per day by 2027. The stock is attractively priced below historical EV/EBITDA levels and compared to peers such as Exxon Mobil. It's always exciting to see when fundamentals and technicals align, which I believe is the case for CVX. I rate the stock as a great value "Buy" at its today's price. Read the full article on Seeking Alpha
Seeking Alpha Sep 20

Striking Oil: Why Chevron Remains A Strong Buy

Summary Chevron's massive reserves, efficient operations, and consistent production growth, especially in the Permian Basin, make it a top pick for dividend investors. The company offers strong shareholder returns with a 4.5% dividend yield and aggressive buybacks, translating to a 9.2% annualized yield. Trading at just 7.8x OCF, Chevron is undervalued with a 43% potential upside based on projected cash flow growth. Despite risks like oil price volatility and regulatory scrutiny, Chevron's disciplined financial management and compelling valuation make it a "Strong Buy." Read the full article on Seeking Alpha

CEO報酬分析

Chevron の収益と比較して、Mike Wirth の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$11b

Dec 31 2025US$27mUS$2m

US$12b

Sep 30 2025n/an/a

US$13b

Jun 30 2025n/an/a

US$14b

Mar 31 2025n/an/a

US$16b

Dec 31 2024US$33mUS$2m

US$18b

Sep 30 2024n/an/a

US$17b

Jun 30 2024n/an/a

US$19b

Mar 31 2024n/an/a

US$20b

Dec 31 2023US$27mUS$2m

US$21b

Sep 30 2023n/an/a

US$25b

Jun 30 2023n/an/a

US$30b

Mar 31 2023n/an/a

US$36b

Dec 31 2022US$24mUS$2m

US$35b

Sep 30 2022n/an/a

US$34b

Jun 30 2022n/an/a

US$29b

Mar 31 2022n/an/a

US$21b

Dec 31 2021US$23mUS$2m

US$16b

Sep 30 2021n/an/a

US$10b

Jun 30 2021n/an/a

US$4b

Mar 31 2021n/an/a

-US$8b

Dec 31 2020US$29mUS$2m

-US$6b

Sep 30 2020n/an/a

-US$11b

Jun 30 2020n/an/a

-US$9b

Mar 31 2020n/an/a

US$4b

Dec 31 2019US$33mUS$2m

US$3b

報酬と市場: Mikeの 総報酬 ($USD 26.83M ) は、 US市場 ($USD 14.67M ) の同規模の企業の平均を上回っています。

報酬と収益: Mikeの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Mike Wirth (64 yo)

8.3yrs
在職期間
US$26,828,240
報酬

Mr. Michael K. Wirth, also known as Mike, has been Chairman and Chief Executive Officer of Chevron Corporation since February 1, 2018. He has served as a Director at Chevron Corporation since February 1, 2...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Michael Wirth
Chairman & CEO8.3yrsUS$26.83m0.0034%
$ 12.6m
Eimear Bonner
Chief Financial Officer2.2yrsUS$7.53m0.00045%
$ 1.6m
R. Pate
Chief Legal Officer16.8yrsUS$9.11m0.0016%
$ 5.8m
Mark Nelson
Vice Chairman & Executive VP of Oilno dataUS$11.05m0.0015%
$ 5.6m
Robert Neff
President of Upstreamno dataUS$9.23m0.00099%
$ 3.6m
Amit Ghai
Controller & Principal Accounting Officerless than a yearデータなし0.00011%
$ 402.7k
T. Booth
Chief Technology & Engineering Officerless than a yearデータなしデータなし
Jeanine Wai
Director of Investor Relationsless than a yearデータなしデータなし
Frank Mount
President of Corporate Business Development1.3yrsデータなしデータなし
Michelle Green
Chief Human Resources Officer1.3yrsデータなしデータなし
Bruce Niemeyer
Senior Executive Advisorless than a yearデータなしデータなし
Jeff Gustavson
President of Chevron New Energies4.8yrsデータなし0.00019%
$ 695.5k
1.3yrs
平均在職期間
56yo
平均年齢

経験豊富な経営陣: CVXの経営陣は 経験豊富 とはみなされません ( 1.3年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
Michael Wirth
Chairman & CEO9.3yrsUS$26.83m0.0034%
$ 12.6m
John Hess
Directorless than a yearUS$248.25k0.44%
$ 1.6b
Enrique Hernandez
Independent Director17.4yrsUS$417.50k0%
$ 0
Debra Reed-Klages
Independent Director7.4yrsUS$420.00k0.00023%
$ 841.9k
Charles Moorman
Independent Director14yrsUS$422.50k0.00064%
$ 2.3m
John Frank
Independent Director8.5yrsUS$397.50k0.00013%
$ 475.9k
Marillyn Hewson
Independent Director5.3yrsUS$397.50k0.00016%
$ 585.7k
Wanda Austin
Lead Independent Director9.4yrsUS$467.50k0.00077%
$ 2.8m
Cynthia Warner
Independent Director3.9yrsUS$397.50k0%
$ 0
Dambisa Moyo
Independent Director9.6yrsUS$390.00k0.00035%
$ 1.3m
Jon Huntsman
Independent Director5.7yrsUS$390.00k0.00037%
$ 1.4m
D. Umpleby
Independent Director8.2yrsUS$390.00k0.00070%
$ 2.6m
8.3yrs
平均在職期間
68.5yo
平均年齢

経験豊富なボード: CVXの 取締役会経験豊富 であると考えられます ( 8.3年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/07 22:42
終値2026/05/07 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Chevron Corporation 18 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。48

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