Stock Analysis on Net

Chevron Corp. (NYSE:CVX)

$24.99

Common-Size Balance Sheet: Liabilities and Stockholders’ Equity
Quarterly Data

Chevron Corp., common-size consolidated balance sheet: liabilities and stockholders’ equity (quarterly data)

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Mar 31, 2026 Dec 31, 2025 Sep 30, 2025 Jun 30, 2025 Mar 31, 2025 Dec 31, 2024 Sep 30, 2024 Jun 30, 2024 Mar 31, 2024 Dec 31, 2023 Sep 30, 2023 Jun 30, 2023 Mar 31, 2023 Dec 31, 2022 Sep 30, 2022 Jun 30, 2022 Mar 31, 2022 Dec 31, 2021 Sep 30, 2021 Jun 30, 2021 Mar 31, 2021
Short-term debt
Accounts payable
Accrued liabilities
Federal and other taxes on income
Other taxes payable
Current liabilities
Long-term debt, excluding debt due within one year
Deferred credits and other noncurrent obligations
Noncurrent deferred income taxes
Noncurrent employee benefit plans
Noncurrent liabilities
Total liabilities
Redeemable noncontrolling interest
Preferred stock, $1.00 par value; none issued
Common stock, $0.75 par value
Capital in excess of par value
Retained earnings
Accumulated other comprehensive losses
Deferred compensation and benefit plan trust
Treasury stock, at cost
Total Chevron Corporation stockholders’ equity
Noncontrolling interests, excludes redeemable noncontrolling interest
Total equity
Total liabilities and equity

Based on: 10-Q (reporting date: 2026-03-31), 10-K (reporting date: 2025-12-31), 10-Q (reporting date: 2025-09-30), 10-Q (reporting date: 2025-06-30), 10-Q (reporting date: 2025-03-31), 10-K (reporting date: 2024-12-31), 10-Q (reporting date: 2024-09-30), 10-Q (reporting date: 2024-06-30), 10-Q (reporting date: 2024-03-31), 10-K (reporting date: 2023-12-31), 10-Q (reporting date: 2023-09-30), 10-Q (reporting date: 2023-06-30), 10-Q (reporting date: 2023-03-31), 10-K (reporting date: 2022-12-31), 10-Q (reporting date: 2022-09-30), 10-Q (reporting date: 2022-06-30), 10-Q (reporting date: 2022-03-31), 10-K (reporting date: 2021-12-31), 10-Q (reporting date: 2021-09-30), 10-Q (reporting date: 2021-06-30), 10-Q (reporting date: 2021-03-31).


The capital structure exhibits a cyclical trend characterized by a period of aggressive deleveraging and equity growth followed by a moderate increase in liabilities and a stabilization of equity. Total liabilities declined from 44.99% in March 2021 to a low of 36.73% in June 2023, before trending upward to 42.54% by March 2026. Conversely, total equity rose from 54.96% to a peak of 63.21% in June 2023, then gradually moderated to 57.46% by the end of the observed period.

Debt and Liability Trends
Long-term debt, excluding current portions, showed a significant downward trajectory from 16.80% in March 2021 to a trough of 7.62% in September 2023. This suggests a strategic reduction in long-term borrowing over that interval. However, a gradual increase is observed from 2024 onward, with long-term debt reaching 12.02% by March 2026.
Current liabilities remained relatively stable, fluctuating between 10% and 15% of total liabilities and equity. Accounts payable peaked at 9.66% in June 2022 before stabilizing in the 6% to 8% range.
Noncurrent deferred income taxes exhibited a steady increase, rising from 5.16% in March 2021 to 9.09% in March 2026, indicating an accumulation of deferred tax obligations over time.
Equity and Shareholder Value
Retained earnings demonstrated strong growth, ascending from 65.92% in March 2021 to a peak of 82.09% in June 2025. A sharp contraction occurred between June 2025 and September 2025, where retained earnings dropped to 63.10%, suggesting a significant distribution of capital or accounting adjustment.
Treasury stock figures indicate aggressive share repurchase activity. The contra-equity account grew from -17.08% in March 2021 to a peak of -32.02% in June 2025. Parallel to the drop in retained earnings, treasury stock shifted back to -15.00% in September 2025, signaling a major reallocation within the equity section.
Common stock and capital in excess of par value remained relatively consistent, with capital in excess of par showing a slight upward trend from 6.98% to 10.28% over the full period.
Overall Financial Positioning
The shift in the balance sheet suggests a transition from a period of focused debt reduction and equity accumulation (2021–2023) toward a more balanced leverage profile in 2024 and 2025. The volatility observed in the latter half of 2025 regarding retained earnings and treasury stock indicates substantial capital management actions.