Chevron Q4 2025 Production Hits Record as WTI Stays Below $65

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Chevron’s upstream assets delivered a record fourth-quarter 2025 production, driven by resilient Houston operations, while West Texas Intermediate crude trading below $65 per barrel eases cost pressures. The Zacks Rank #3 (Hold) on Chevron underscores moderate investor confidence amid EIA forecasts of further price declines.

1. Record Upstream Production

Chevron’s Houston-based upstream assets helped deliver a company-record production in the fourth quarter of 2025, bolstering volumes despite a challenging commodity backdrop. The achievement underscores the resilience of its core fields and supports near-term cash flow stability.

2. Lower WTI Price Environment

West Texas Intermediate crude has traded below $65 per barrel, providing a softer cost base for Chevron’s operations. However, the Energy Information Administration predicts further price declines, which could pressure upstream margins in coming quarters.

3. Zacks Hold Rating and Peer Context

Chevron currently carries a Zacks Rank #3 (Hold), reflecting balanced views on its production growth and price headwinds. Its integrated model compares with peers Exxon Mobil and BP, all rated Hold, in navigating volatile crude markets.

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