Insider Trading May 22, 2026 04:47 PM

Chevron Director John B. Hess Sells Significant Block of Common Stock

Transaction valued at $73.4 million, amidst varied analyst ratings and rising crude oil prices.

By Sofia Navarro CVX

Director John B. Hess sold 370,000 shares of Chevron's common stock, generating proceeds of approximately $73.4 million on May 20, 2026. This sale was reported to the SEC on May 22, 2026. The transaction occurred while the company saw strong returns over the past year and six months, alongside reports of expanding exploration plans and fluctuating analyst recommendations.

Chevron Director John B. Hess Sells Significant Block of Common Stock
CVX

Key Points

  • The sale of shares by director John B. Hess amounted to approximately $73.4 million on May 20, 2026.
  • Chevron's adjusted earnings per share for Q1 2026 declined year-over-year and quarter-over-quarter, despite surpassing market consensus expectations.
  • The company is expanding its exploration efforts south of Malta using existing data, while also introducing a reformulated Techron gasoline additive.

Director John B. Hess, associated with Chevron Corp. (CVX), recently divested a substantial portion of his holdings in the company's common stock. On May 20, 2026, Mr. Hess sold a total of 370,000 shares, realizing proceeds valued at approximately $73,414,765.

The divestiture was facilitated through a trust established for the benefit of Mr. Hess, who also serves as a beneficiary of that same trust. The sale prices for these shares ranged from $191.5195 to $197.4498 per share. These figures were noted as being near the stock's prevailing price of $191.43.

Current Holdings and Structure

Following the execution of this sale, Mr. Hess's indirect ownership interest through the aforementioned trust was calculated to stand at 278,045 shares. In addition to his indirect holdings, Mr. Hess maintains a direct stake of 355,627 shares in Chevron.

His overall complex structure of interests includes several other components: 7,244,497 shares held through a limited partnership; 29,471 shares via a family limited liability company; 307,500 shares managed through another limited liability company; and 7,286 shares housed in a separate trust.

Company Performance Context

The report detailing these transactions was formally submitted to the Securities and Exchange Commission (SEC) on May 22, 2026. Separately, Chevron Corporation provided updates regarding its operational and financial status. For the first quarter of 2026, the company's adjusted earnings per share showed a decline both year-over-year and quarter-over-quarter, though these figures managed to exceed consensus market expectations.

Operationally, hydrocarbon production saw an increase when compared to the previous year. This rise was largely attributed to Chevron's acquisition of Hess in mid-July 2025, even as the company reported a 4.6% reduction in production volumes from the preceding quarter.

On the consumer product side, Chevron announced the introduction of an updated and reformulated version of its Techron gasoline additive. This new formulation is designed to protect engines against deposits that can result from using lower quality fuels. It is currently available at both U.S. Chevron and Texaco service stations.

Market Developments and Analyst Views

The market context surrounding the company remains dynamic, with crude oil prices experiencing a notable surge. Specifically, Brent crude futures rose by 3%, while U.S. West Texas Intermediate (WTI) crude futures advanced by 3.2%.

In terms of corporate strategy and future growth, Chevron is slated to explore for oil and gas reserves situated south of Malta. This expansion initiative will involve waters near established Mediterranean producers and is designed to rely on existing data rather than necessitating new drilling operations.

Analyst sentiment presents a mixed picture. Freedom Broker adjusted its price target for Chevron to $170, down from a previous level of $165, while simultaneously maintaining a

Risks

  • The decline in hydrocarbon production volumes by 4.6% from the prior quarter, despite an overall increase compared to the previous year.
  • Analyst divergence, with Freedom Broker maintaining a 'Sell' rating and RBC Capital reiterating an 'Outperform' rating (though both setting specific price targets).
  • The reliance on existing data for future oil and gas exploration south of Malta, rather than new drilling.

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