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This Week's Bonus Story Chevron Earnings Hint at New Highs—Is CVX Ready to Run?Submitted by Chris Markoch. First Published: 2/1/2026. 
Key Points - Chevron earnings highlighted record production and strong cash flow despite lower oil prices.
- The company's newly acquired Hess assets and global projects position set the stage for production growth in 2026.
- A 39-year dividend growth streak and rising momentum support a bullish case for CVX stock.
Chevron Corporation (NYSE: CVX) delivered mixed results in its fourth-quarter earnings report. The integrated oil giant recorded a slight revenue miss while posting an earnings beat. Several metrics were lower year-over-year, reflecting weaker oil prices in 2025. Looking ahead, the company expects a strong 2026. Two factors behind that optimism are a full year of production from assets acquired in the Hess merger and an expanded role in Venezuela. Chevron plans to increase production in Venezuela by about 50% over the next 18 to 24 months, a move that could materially boost output. Recent public comments from political and business leaders have renewed discussion around U.S. gold reserves, national debt, and the role gold has historically played during periods of monetary stress.
In a free report, one analyst examines why gold audits and revaluations have occurred in past debt crises, how those events affected the dollar, and what investors may want to understand about protecting savings during periods of potential monetary change. The guide focuses on historical precedent and preparedness rather than prediction. Download the free report here Investors may not have received everything they wanted from the quarter, but the results reinforce why Chevron remains a compelling buy in the energy sector. Combined with a solid dividend, Chevron's performance makes CVX a strong candidate to reach a new all-time high by year-end. Record Production Drives Growth Chevron achieved record production in 2025, posting a 12% increase that landed the company at the top end of its guidance range. That performance was driven by execution across several major projects, including: - Tengizchevroil (TCO)
- Permian Basin
- Gulf of America (GOA)
- Geismar chemical facility
Net oil and gas production was also boosted by roughly 261 thousand barrels of oil equivalent per day (MBOED) from newly acquired Hess assets, primarily in Guyana and the Bakken formation. The company's operational momentum extends beyond traditional upstream activities. In the Eastern Mediterranean, Chevron completed its Tamar optimization project, achieving first gas, and reached a final investment decision on the Leviathan expansion, with additional capacity expected online in early 2026. The Aphrodite gas development has also entered the front-end engineering design phase, positioning the company for sustained growth in this strategic region. For 2026, Chevron projects production growth of 7% to 10% at $60-per-barrel Brent. That outlook assumes a full year of contributions from Hess assets in Guyana and the Bakken, offshore growth from GOA and the Eastern Mediterranean, and acknowledges that the company's U.S. shale and tight portfolio has reached a production plateau. Management expects TCO to add about 30 MBOED, while noting base declines and other factors could reduce output by roughly 50 MBOED. 39 Years and Counting Chevron raised its quarterly dividend to $1.78 from $1.71, a 4% increase year over year. While that is below the annualized five-year dividend growth rate of 6.49%, the raise marks the 39th consecutive year of dividend increases for this Dividend Aristocrat. The dividend is well supported by the company's adjusted free cash flow (FCF), which rose 35% in 2025 despite oil prices declining about 15% on the year. Strong Financial Position and Capital Discipline Chevron's 2025 results underscore its resilience in a challenging price environment. The company generated $33.9 billion in cash flow from operations, or $34.9 billion excluding working capital changes. Full-year GAAP earnings were $12.3 billion, or $6.63 per diluted share, while adjusted earnings reached $13.5 billion, or $7.29 per share. These results came even as Brent crude averaged $69 per barrel, down from $81 per barrel in 2024. The company returned a record $27 billion to shareholders in 2025, including $2.2 billion used to purchase Hess common stock in the first quarter. That total comprised $12.8 billion in dividends and $12.1 billion in share repurchases, reflecting management's commitment to a through-the-cycle shareholder-return strategy. Capital discipline remains central to Chevron's approach. The company achieved $1.5 billion in structural cost savings during 2025, with efficiency gains accounting for over 60% of the total reduction. Management is on track to deliver $3 to $4 billion in run-rate cost reductions by the end of 2026, helping to keep the company's dividend breakeven price below $50 per barrel for Brent crude through 2030. Higher All-Time Highs Are in Sight CVX is up more than 12% year-to-date in 2026 heading into earnings. That advance has pushed the stock above its rising 50-day simple moving average (SMA) and brought it close to a new 52-week high. The prior ceiling around $155 now looks like a fresh level of support. Encouragingly, the move higher is being supported by expanding volume and bullish momentum, with the MACD line firmly in positive territory. That suggests strengthening upside momentum rather than a short-lived spike. 
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