February 5

Chevron Reports Fourth Quarter 2023 Results

0  comments

[[{“value”:”

Reported earnings of $2.3 billion; adjusted earnings of $6.5 billion

 

Record $26.3 billion cash returned to shareholders in 2023

 

Record annual worldwide and U.S. production

 

Announced an 8 percent increase in quarterly dividend to $1.63/share

SAN RAMON, Calif., Feb. 02 /BusinessWire/ — Chevron Corporation (NYSE:CVX) reported earnings of $2.3 billion ($1.22 per share – diluted) for fourth quarter 2023, compared with $6.4 billion ($3.33 per share – diluted) in fourth quarter 2022. Included in the current quarter were $1.8 billion of U.S. upstream impairment charges and $1.9 billion of decommissioning obligations from previously sold assets in the U.S. Gulf of Mexico. Foreign currency effects decreased earnings by $479 million. Adjusted earnings of $6.5 billion ($3.45 per share – diluted) in fourth quarter 2023 compared to adjusted earnings of $7.9 billion ($4.09 per share – diluted) in fourth quarter 2022. See Attachment 4 for a reconciliation of adjusted earnings.

 

Earnings & Cash Flow Summary

Unit

4Q 2023

3Q 2023

4Q 2022

2023

2022

Total Earnings / (Loss)

$ MM

$

2,259

$

6,526

$

6,353

$

21,369

$

35,465

Upstream

$ MM

$

1,586

$

5,755

$

5,485

$

17,438

$

30,284

Downstream

$ MM

$

1,147

$

1,683

$

1,771

$

6,137

$

8,155

All Other

$ MM

$

(474

)

$

(912

)

$

(903

)

$

(2,206

)

$

(2,974

)

Earnings Per Share – Diluted

$/Share

$

1.22

$

3.48

$

3.33

$

11.36

$

18.28

Adjusted Earnings (1)

$ MM

$

6,453

$

5,721

$

7,850

$

24,693

$

36,542

Adjusted Earnings Per Share – Diluted (1)

$/Share

$

3.45

$

3.05

$

4.09

$

13.13

$

18.83

Cash Flow From Operations (CFFO)

$ B

$

12.4

$

9.7

$

12.5

$

35.6

$

49.6

CFFO Excluding Working Capital (1)

$ B

$

11.4

$

8.9

$

11.5

$

38.8

$

47.5

(1) See non-GAAP reconciliation in attachments

“In 2023, we returned more cash to shareholders and produced more oil and natural gas than any year in the company’s history,” said Mike Wirth, Chevron’s chairman and chief executive officer. Cash returned to shareholders totaled over $26 billion for the year, 18 percent higher than last year’s record total, and annual worldwide net oil-equivalent production increased to over 3.1 million barrels of oil-equivalent per day, led by 14 percent growth in the United States.

“We also strengthened our portfolio with traditional and new energy acquisitions to help meet the growing demand for affordable, reliable, and ever-cleaner energy,” Wirth concluded. In 2023, the company completed several acquisitions, including PDC Energy, Inc. and a majority stake in ACES Delta, LLC, and signed an agreement to acquire Hess Corporation.

Financial and Business Highlights

Unit

4Q 2023

3Q 2023

4Q 2022

2023

2022

Return on Capital Employed (ROCE)

%

5.1

%

14.5

%

14.2

%

11.9

%

20.3

%

Capital Expenditures (Capex)

$ B

$

4.4

$

4.7

$

3.8

$

15.8

$

12.0

Affiliate Capex

$ B

$

0.9

$

0.8

$

1.0

$

3.5

$

3.4

Free Cash Flow (1)

$ B

$

8.1

$

5.0

$

8.7

$

19.8

$

37.6

Free Cash Flow ex. working capital (1)

$ B

$

7.1

$

4.2

$

7.7

$

23.0

$

35.5

Debt Ratio (end of period)

%

11.5

%

11.1

%

12.8

%

11.5

%

12.8

%

Net Debt Ratio (1) (end of period)

%

7.3

%

8.1

%

3.3

%

7.3

%

3.3

%

Net Oil-Equivalent Production

MBOED

3,392

3,146

3,011

3,120

2,999

(1) See non-GAAP reconciliation in attachments

2023 Financial Highlights

Reported earnings declined compared to last year primarily due to lower upstream realizations, losses from decommissioning obligations for previously sold assets in the U.S. Gulf of Mexico, higher U.S. upstream impairment charges mainly in California and lower margins on refined product sales.
Worldwide and U.S. net oil-equivalent production set annual records. Worldwide production was up 4 percent from a year ago primarily due to the acquisition of PDC Energy, Inc. (PDC) and growth in the Permian Basin, which was up 10 percent over 2022.
Added approximately 980 million barrels of net oil-equivalent proved reserves in 2023, which are subject to final reviews, that equate to 86 percent of net oil equivalent production for the year. The largest net additions were from acquisitions in the United States, and extensions and discoveries in the Permian Basin. The largest net reductions were from revisions in the Permian Basin, east Texas and California.
Capex in 2023 was up 32 percent from last year primarily due to higher investments in the United States, including about $450 million invested in PDC assets post-acquisition and approximately $650 million of inorganic spend, mainly due to the acquisition of a majority stake in ACES Delta, LLC. Capex excludes the acquisition cost of PDC.
Cash flow from operations was lower than a year ago mainly due to lower commodity prices and lower margins on refined product sales. Over the past three years, the company has generated over $110 billion in cash flow from operations and nearly $80 billion of free cash flow.
Eliminated over $4 billion of debt, including all debt assumed in the PDC acquisition, resulting in a net debt ratio of 7.3 percent.
The company returned a record $26.3 billion of cash to shareholders during 2023, including dividends of $11.3 billion (3 percent higher than 2022) and share repurchases of $14.9 billion (32 percent higher than last year).
The company’s Board of Directors declared an 8 percent increase in the quarterly dividend to one dollar and sixty-three cents ($1.63) per share, payable March 11, 2024, to all holders of common stock as shown on the transfer records of the corporation at the close of business on February 16, 2024.

2023 Business Highlights

Completed the acquisition of PDC, enhancing the company’s strong presence in the DJ and Permian Basins in the United States.
Completed the acquisition of a majority stake in ACES Delta, LLC, which is developing a green hydrogen production and storage hub in Utah.
Achieved first oil at the Mad Dog 2 project in the Gulf of Mexico.
Achieved first natural gas production from the Gorgon Stage 2 development in Australia.
Achieved mechanical completion on the Future Growth Project at the company’s 50 percent-owned affiliate, Tengizchevroil.
Converted the diesel hydrotreater at the El Segundo, California refinery to process either 100 percent renewable or traditional feedstocks.
Reached final investment decision to construct a third gathering pipeline that is expected to increase natural gas production capacity at the Leviathan reservoir, offshore Israel.
Expanded the Bayou Bend carbon capture and sequestration hub on the U.S. Gulf Coast through an acquisition of nearly 100,000 acres.
Received approvals to extend Block 0 concession in Angola through 2050.
Received approval to extend licenses with PetroBoscan, S.A. and PetroIndependiente, S.A. in Venezuela through 2041.
Acquired 73 exploration blocks in the Gulf of Mexico (GOM) lease sale 259 and submitted winning bids on 28 blocks in GOM lease sale 261, subject to final government approval.
Announced a definitive agreement to acquire Hess Corporation, which is expected to strengthen Chevron’s long-term performance by adding world-class assets and people.

Segment Highlights

Upstream

U.S. Upstream

Unit

4Q 2023

3Q 2023

4Q 2022

2023

2022

Earnings / (Loss)

$ MM

$

(1,347

)

$

2,074

$

2,618

$

4,148

$

12,621

Net Oil-Equivalent Production

MBOED

1,598

1,407

1,192

1,349

1,181

Liquids Production

MBD

1,164

1,028

895

997

888

Natural Gas Production

MMCFD

2,604

2,275

1,789

2,112

1,758

Liquids Realization

$/BBL

$

58.69

$

62.42

$

66.00

$

59.19

$

76.71

Natural Gas Realization

$/MCF

$

1.62

$

1.39

$

4.94

$

1.67

$

5.55

U.S. upstream reported a loss in the fourth quarter 2023. The results were lower than the year-ago period primarily due to charges associated with decommissioning obligations for previously sold assets in the U.S. Gulf of Mexico, higher impairment charges mainly from assets in California, and lower realizations. These items were partially offset by higher sales volumes, including from production post-closing of the PDC acquisition.
U.S. net oil-equivalent production was up 34 percent from fourth quarter 2022 and set a new quarterly record, primarily due to the acquisition of PDC, which added 266,000 oil-equivalent barrels per day during the quarter, and higher production in the Permian Basin.

International Upstream

Unit

4Q 2023

3Q 2023

4Q 2022

2023

2022

Earnings / (Loss) (1)

$ MM

$

2,933

$

3,681

$

2,867

$

13,290

$

17,663

Net Oil-Equivalent Production

MBOED

1,794

1,739

1,819

1,771

1,818

Liquids Production

MBD

851

803

852

833

831

Natural Gas Production

MMCFD

5,661

5,616

5,799

5,632

5,919

Liquids Realization

$/BBL

$

74.54

$

75.64

$

77.67

$

71.70

$

90.71

Natural Gas Realization

$/MCF

$

7.31

$

6.96

$

10.35

$

7.69

$

9.75

(1) Includes foreign currency effects

$ MM

$

(162

)

$

584

$

(83

)

$

376

$

816

International upstream earnings in the fourth quarter 2023 were higher than a year ago primarily due to the absence of fourth quarter 2022 write-off and impairment charges, and lower operating expenses, partially offset by lower realizations.
Net oil-equivalent production during the quarter was down 25,000 barrels per day from a year earlier primarily due to normal field declines.

Downstream

U.S. Downstream

Unit

4Q 2023

3Q 2023

4Q 2022

2023

2022

Earnings / (Loss)

$ MM

$

470

$

1,376

$

1,180

$

3,904

$

5,394

Refinery Crude Oil Inputs

MBD

923

961

888

934

866

Refined Product Sales

MBD

1,298

1,303

1,236

1,287

1,228

U.S. downstream earnings in fourth quarter 2023 were lower compared to last year primarily due to lower margins on refined product sales.
Refinery crude oil inputs during the quarter increased 4 percent from the year-ago period as the company processed more crude oil in place of other feedstocks.
Refined product sales in fourth quarter 2023 were up 5 percent from the year-ago period, primarily due to higher demand for jet fuel.

International Downstream

Unit

4Q 2023

3Q 2023

4Q 2022

2023

2022

Earnings / (Loss) (1)

$ MM

$

677

$

307

$

591

$

2,233

$

2,761

Refinery Crude Oil Inputs

MBD

629

625

653

626

639

Refined Product Sales

MBD

1,437

1,431

1,441

1,445

1,386

(1) Includes foreign currency effects

$ MM

$

(58

)

$

24

$

(112

)

$

(12

)

$

235

International downstream earnings during the quarter were higher compared to a year ago primarily due to lower unfavorable foreign currency effects.
Refinery crude oil inputs in fourth quarter 2023 decreased 4 percent from the year-ago period as refinery runs decreased due to planned shutdowns.
Refined product sales during the quarter were flat compared to fourth quarter last year.

All Other

All Other

Unit

4Q 2023

3Q 2023

4Q 2022

2023

2022

Net charges (1)

$ MM

$

(474

)

$

(912

)

$

(903

)

$

(2,206

)

$

(2,974

)

(1) Includes foreign currency effects

$ MM

$

(259

)

$

(323

)

$

(210

)

$

(588

)

$

(382

)

All Other consists of worldwide cash management and debt financing activities, corporate administrative functions, insurance operations, real estate activities and technology companies.
Net charges in fourth quarter 2023 decreased compared to a year ago primarily due to lower employee benefit costs and favorable tax items.

Chevron is one of the world’s leading integrated energy companies. We believe affordable, reliable and ever-cleaner energy is essential to enabling human progress. Chevron produces crude oil and natural gas; manufactures transportation fuels, lubricants, petrochemicals and additives; and develops technologies that enhance our business and the industry. We aim to grow our oil and gas business, lower the carbon intensity of our operations and grow new lower carbon businesses in renewable fuels, hydrogen, carbon capture, offsets and other emerging technologies. More information about Chevron is available at www.chevron.com.

NOTICE

Chevron’s discussion of fourth quarter 2023 earnings with security analysts will take place on Friday, February 2, 2024, at 8:00 a.m. PT. A webcast of the meeting will be available in a listen-only mode to individual investors, media, and other interested parties on Chevron’s website at www.chevron.com under the “Investors” section. Prepared remarks for today’s call, additional financial and operating information and other complementary materials will be available prior to the call at approximately 3:30 a.m. PT and located under “Events and Presentations” in the “Investors” section on the Chevron website.

As used in this news release, the term “Chevron” and such terms as “the company,” “the corporation,” “our,” “we,” “us” and “its” may refer to Chevron Corporation, one or more of its consolidated subsidiaries, or to all of them taken as a whole. All of these terms are used for convenience only and are not intended as a precise description of any of the separate companies, each of which manages its own affairs.

Please visit Chevron’s website and Investor Relations page at www.chevron.com and www.chevron.com/investors, LinkedIn: www.linkedin.com/company/chevron, Twitter: @Chevron, Facebook: www.facebook.com/chevron, and Instagram: www.instagram.com/chevron, where Chevron often discloses important information about the company, its business, and its results of operations.

Non-GAAP Financial Measures – This news release includes adjusted earnings/(loss), which reflect earnings or losses excluding significant non-operational items including impairment charges, write-offs, decommissioning obligations from previously sold assets, severance costs, gains on asset sales, unusual tax items, effects of pension settlements and curtailments, foreign currency effects and other special items. We believe it is useful for investors to consider this measure in comparing the underlying performance of our business across periods. The presentation of this additional information is not meant to be considered in isolation or as a substitute for net income (loss) as prepared in accordance with U.S. GAAP. A reconciliation to net income (loss) attributable to Chevron Corporation is shown in Attachment 4.

This news release also includes cash flow from operations excluding working capital, free cash flow and free cash flow excluding working capital. Cash flow from operations excluding working capital is defined as net cash provided by operating activities less net changes in operating working capital, and represents cash generated by operating activities excluding the timing impacts of working capital. Free cash flow is defined as net cash provided by operating activities less capital expenditures and generally represents the cash available to creditors and investors after investing in the business. Free cash flow excluding working capital is defined as net cash provided by operating activities excluding working capital less capital expenditures and generally represents the cash available to creditors and investors after investing in the business excluding the timing impacts of working capital. The company believes these measures are useful to monitor the financial health of the company and its performance over time. Reconciliations of cash flow from operations excluding working capital, free cash flow and free cash flow excluding working capital are shown in Attachment 3.

This news release also includes net debt ratio. Net debt ratio is defined as total debt less cash and cash equivalents and marketable securities as a percentage of total debt less cash and cash equivalents and marketable securities, plus Chevron Corporation stockholders’ equity, which indicates the company’s leverage, net of its cash balances. The company believes this measure is useful to monitor the strength of the company’s balance sheet. A reconciliation of net debt ratio is shown in Attachment 2.

CAUTIONARY STATEMENTS RELEVANT TO FORWARD-LOOKING INFORMATION FOR THE PURPOSE OF “SAFE HARBOR” PROVISIONS OF THE PRIVATE SECURITIES LITIGATION REFORM ACT OF 1995

This news release contains forward-looking statements relating to Chevron’s operations and energy transition plans that are based on management’s current expectations, estimates and projections about the petroleum, chemicals and other energy-related industries. Words or phrases such as “anticipates,” “expects,” “intends,” “plans,” “targets,” “advances,” “commits,” “drives,” “aims,” “forecasts,” “projects,” “believes,” “approaches,” “seeks,” “schedules,” “estimates,” “positions,” “pursues,” “progress,” “may,” “can,” “could,” “should,” “will,” “budgets,” “outlook,” “trends,” “guidance,” “focus,” “on track,” “goals,” “objectives,” “strategies,” “opportunities,” “poised,” “potential,” “ambitions,” “aspires” and similar expressions are intended to identify such forward-looking statements. These statements are not guarantees of future performance and are subject to certain risks, uncertainties and other factors, many of which are beyond the company’s control and are difficult to predict. Therefore, actual outcomes and results may differ materially from what is expressed or forecasted in such forward-looking statements. The reader should not place undue reliance on these forward-looking statements, which speak only as of the date of this news release. Unless legally required, Chevron undertakes no obligation to update publicly any forward-looking statements, whether as a result of new information, future events or otherwise.

Among the important factors that could cause actual results to differ materially from those in the forward-looking statements are: changing crude oil and natural gas prices and demand for the company’s products, and production curtailments due to market conditions; crude oil production quotas or other actions that might be imposed by the Organization of Petroleum Exporting Countries and other producing countries; technological advancements; changes to government policies in the countries in which the company operates; public health crises, such as pandemics and epidemics, and any related government policies and actions; disruptions in the company’s global supply chain, including supply chain constraints and escalation of the cost of goods and services; changing economic, regulatory and political environments in the various countries in which the company operates; general domestic and international economic, market and political conditions, including the military conflict between Russia and Ukraine, the war between Israel and Hamas and the global response to these hostilities; changing refining, marketing and chemicals margins; actions of competitors or regulators; timing of exploration expenses; timing of crude oil liftings; the competitiveness of alternate-energy sources or product substitutes; development of large carbon capture and offset markets; the results of operations and financial condition of the company’s suppliers, vendors, partners and equity affiliates; the inability or failure of the company’s joint-venture partners to fund their share of operations and development activities; the potential failure to achieve expected net production from existing and future crude oil and natural gas development projects; potential delays in the development, construction or start-up of planned projects; the potential disruption or interruption of the company’s operations due to war, accidents, political events, civil unrest, severe weather, cyber threats, terrorist acts, or other natural or human causes beyond the company’s control; the potential liability for remedial actions or assessments under existing or future environmental regulations and litigation; significant operational, investment or product changes undertaken or required by existing or future environmental statutes and regulations, including international agreements and national or regional legislation and regulatory measures related to greenhouse gas emissions and climate change; the potential liability resulting from pending or future litigation; the ability to successfully integrate the operations of the company and PDC Energy, Inc. and achieve the anticipated benefits from the transaction, including the expected incremental annual free cash flow; the risk that Hess Corporation (Hess) stockholders do not approve the potential transaction, and the risk that regulatory approvals are not obtained or are obtained subject to conditions that are not anticipated by the company and Hess; potential delays in consummating the potential transaction, including as a result of regulatory proceedings; the company’s ability to integrate Hess’ operations in a successful manner and in the expected time period; the possibility that any of the anticipated benefits and projected synergies of the potential transaction will not be realized or will not be realized within the expected time period; the company’s future acquisitions or dispositions of assets or shares or the delay or failure of such transactions to close based on required closing conditions; the potential for gains and losses from asset dispositions or impairments; government mandated sales, divestitures, recapitalizations, taxes and tax audits, tariffs, sanctions, changes in fiscal terms or restrictions on scope of company operations; foreign currency movements compared with the U.S. dollar; higher inflation and related impacts; material reductions in corporate liquidity and access to debt markets; changes to the company’s capital allocation strategies; the effects of changed accounting rules under generally accepted accounting principles promulgated by rule-setting bodies; the company’s ability to identify and mitigate the risks and hazards inherent in operating in the global energy industry; and the factors set forth under the heading “Risk Factors” on pages 20 through 26 of the company’s 2022 Annual Report on Form 10-K and in subsequent filings with the U.S. Securities and Exchange Commission. Other unpredictable or unknown factors not discussed in this news release could also have material adverse effects on forward-looking statements.

Attachment 1

CHEVRON CORPORATION – FINANCIAL REVIEW

(Millions of Dollars, Except Per-Share Amounts)

(unaudited)

CONSOLIDATED STATEMENT OF INCOME

Three Months Ended
December 31,

Year Ended
December 31,

REVENUES AND OTHER INCOME

2023

2022

2023

2022

Sales and other operating revenues

$

48,933

$

54,523

$

196,913

$

235,717

Income (loss) from equity affiliates

990

1,623

5,131

8,585

Other income (loss)

(2,743

)

327

(1,095

)

1,950

Total Revenues and Other Income

47,180

56,473

200,949

246,252

COSTS AND OTHER DEDUCTIONS

Purchased crude oil and products

28,477

32,570

119,196

145,416

Operating expenses (1)

7,523

7,891

29,240

29,321

Exploration expenses

254

453

914

974

Depreciation, depletion and amortization

6,254

4,764

17,326

16,319

Taxes other than on income

1,062

864

4,220

4,032

Interest and debt expense

120

123

469

516

Total Costs and Other Deductions

43,690

46,665

171,365

196,578

Income (Loss) Before Income Tax Expense

3,490

9,808

29,584

49,674

Income tax expense (benefit)

1,247

3,430

8,173

14,066

Net Income (Loss)

2,243

6,378

21,411

35,608

Less: Net income (loss) attributable to noncontrolling interests

(16

)

25

42

143

NET INCOME (LOSS) ATTRIBUTABLE TO CHEVRON CORPORATION

$

2,259

$

6,353

$

21,369

$

35,465

(1) Includes operating expense, selling, general and administrative expense, and other components of net periodic benefit costs.

PER SHARE OF COMMON STOCK

Net Income (Loss) Attributable to Chevron Corporation

– Basic

$

1.23

$

3.34

$

11.41

$

18.36

– Diluted

$

1.22

$

3.33

$

11.36

$

18.28

Weighted Average Number of Shares Outstanding (000’s)

– Basic

1,861,474

1,910,602

1,872,737

1,931,486

– Diluted

1,868,101

1,919,731

1,880,307

1,940,277

Note: Shares outstanding (excluding 14 million associated with Chevron’s Benefit Plan Trust) were 1,851 million and 1,901 million at December 31, 2023, and December 31, 2022, respectively.

EARNINGS BY MAJOR OPERATING AREA

Three Months Ended
December 31,

Year Ended
December 31,

2023

2022

2023

2022

Upstream

United States

$

(1,347

)

$

2,618

$

4,148

$

12,621

International

2,933

2,867

13,290

17,663

Total Upstream

1,586

5,485

17,438

30,284

Downstream

United States

470

1,180

3,904

5,394

International

677

591

2,233

2,761

Total Downstream

1,147

1,771

6,137

8,155

All Other

(474

)

(903

)

(2,206

)

(2,974

)

NET INCOME (LOSS) ATTRIBUTABLE TO CHEVRON CORPORATION

$

2,259

$

6,353

$

21,369

$

35,465

Attachment 2

CHEVRON CORPORATION – FINANCIAL REVIEW

(Millions of Dollars)

(unaudited)

SELECTED BALANCE SHEET ACCOUNT DATA (Preliminary)

December 31,
2023

December 31,
2022

Cash and cash equivalents

$

8,178

$

17,678

Marketable securities

$

45

$

223

Total assets

$

261,632

$

257,709

Total debt

$

20,836

$

23,339

Total Chevron Corporation stockholders’ equity

$

160,957

$

159,282

Noncontrolling interests

$

972

$

960

SELECTED FINANCIAL RATIOS

Total debt plus total stockholders’ equity

$

181,793

$

182,621

Debt ratio (Total debt / Total debt plus stockholders’ equity)

11.5

%

12.8

%

Adjusted debt (Total debt less cash and cash equivalents and marketable securities)

$

12,613

$

5,438

Adjusted debt plus total stockholders’ equity

$

173,570

$

164,720

Net debt ratio (Adjusted debt / Adjusted debt plus total stockholders’ equity)

7.3

%

3.3

%

RETURN ON CAPITAL EMPLOYED (ROCE)

Three Months Ended
December 31,

Year Ended
December 31,

2023

2022

2023

2022

Total reported earnings

$

2,259

$

6,353

$

21,369

$

35,465

Non-controlling interest

(16

)

25

42

143

Interest expense (A/T)

111

113

432

476

ROCE earnings

2,354

6,491

21,843

36,084

Annualized ROCE earnings

9,416

25,964

21,843

36,084

Average capital employed*

184,786

183,425

183,173

177,445

ROCE

5.1

%

14.2

%

11.9

%

20.3

%

*Capital employed is the sum of Chevron Corporation stockholders’ equity, total debt and noncontrolling interest. Average capital employed is computed by averaging the sum of capital employed at the beginning and the end of the period.

Three Months Ended
December 31,

Year Ended
December 31,

CAPEX BY SEGMENT

2023

2022

2023

2022

United States

Upstream

$

2,608

$

2,183

$

9,842

$

6,847

Downstream

418

582

1,536

1,699

Other

133

128

351

310

Total United States

3,159

2,893

11,729

8,856

International

Upstream

1,094

833

3,836

2,718

Downstream

93

93

237

375

Other

15

16

27

25

Total International

1,202

942

4,100

3,118

CAPEX

$

4,361

$

3,835

$

15,829

$

11,974

AFFILIATE CAPEX (not included above):

Upstream

$

517

$

634

$

2,310

$

2,406

Downstream

333

352

1,224

960

AFFILIATE CAPEX

$

850

$

986

$

3,534

$

3,366

Attachment 3

CHEVRON CORPORATION – FINANCIAL REVIEW

(Billions of Dollars)

(unaudited)

SUMMARIZED STATEMENT OF CASH FLOWS (Preliminary)(1)

Three Months Ended
December 31,

Year Ended
December 31,

OPERATING ACTIVITIES

2023

2022

2023

2022

Net Income (Loss)

$

2.2

$

6.4

$

21.4

$

35.6

Adjustments

Depreciation, depletion and amortization

6.3

4.8

17.3

16.3

Distributions more (less) than income from equity affiliates

1.4

(0.9

)

(4.7

)

Loss (gain) on asset retirements and sales

(0.1

)

(0.1

)

(0.6

)

Net foreign currency effects

0.7

0.2

0.6

(0.4

)

Deferred income tax provision

(1.0

)

0.4

0.3

2.1

Net decrease (increase) in operating working capital

1.0

1.0

(3.2

)

2.1

Other operating activity

1.9

(0.2

)

0.2

(0.9

)

Net Cash Provided by Operating Activities

$

12.4

$

12.5

$

35.6

$

49.6

INVESTING ACTIVITIES

Acquisition of businesses, net of cash acquired

0.1

(2.9

)

Capital expenditures (Capex)

(4.4

)

(3.8

)

(15.8

)

(12.0

)

Proceeds and deposits related to asset sales and returns of investment

0.3

0.2

0.7

2.6

Other investing activity

(0.1

)

0.1

Net Cash Used for Investing Activities

$

(4.1

)

$

(3.7

)

$

(15.2

)

$

(12.1

)

FINANCING ACTIVITIES

Net change in debt

(0.3

)

(4.1

)

(8.5

)

Cash dividends – common stock

(2.8

)

(2.7

)

(11.3

)

(11.0

)

Shares issued for share-based compensation

0.3

0.3

5.8

Shares repurchased

(3.4

)

(3.8

)

(14.9

)

(11.3

)

Distributions to noncontrolling interests

(0.1

)

Net Cash Provided by (Used for) Financing Activities

$

(6.2

)

$

(6.4

)

$

(30.1

)

$

(25.0

)

EFFECT OF EXCHANGE RATE CHANGES ON CASH, CASH EQUIVALENTS AND RESTRICTED CASH

0.1

0.1

(0.1

)

(0.2

)

NET CHANGE IN CASH, CASH EQUIVALENTS AND RESTRICTED CASH

$

2.3

$

2.4

$

(9.8

)

$

12.3

RECONCILIATION OF NON-GAAP MEASURES (1)

Net Cash Provided by Operating Activities

$

12.4

$

12.5

$

35.6

$

49.6

Less: Net decrease (increase) in operating working capital

1.0

1.0

(3.2

)

2.1

Cash Flow from Operations Excluding Working Capital

$

11.4

$

11.5

$

38.8

$

47.5

Net Cash Provided by Operating Activities

$

12.4

$

12.5

$

35.6

$

49.6

Less: Capital expenditures

4.4

3.8

15.8

12.0

Free Cash Flow

$

8.1

$

8.7

$

19.8

$

37.6

Less: Net decrease (increase) in operating working capital

1.0

1.0

(3.2

)

2.1

Free Cash Flow Excluding Working Capital

$

7.1

$

7.7

$

23.0

$

35.5

(1) Totals may not match sum of parts due to presentation in billions.

Attachment 4

CHEVRON CORPORATION – FINANCIAL REVIEW

(Millions of Dollars)

(unaudited)

RECONCILIATION OF NON-GAAP MEASURES

Three Months Ended
December 31, 2023

Three Months Ended
December 31, 2022

Year Ended
December 31, 2023

Year Ended
December 31, 2022

REPORTED EARNINGS

Pre-
Tax

Income
Tax

After-
Tax

Pre-
Tax

Income
Tax

After-
Tax

Pre-
Tax

Income
Tax

After-
Tax

Pre-
Tax

Income
Tax

After-
Tax

U.S. Upstream

$

(1,347

)

$

2,618

$

4,148

$

12,621

Int’l Upstream

2,933

2,867

13,290

17,663

U.S. Downstream

470

1,180

3,904

5,394

Int’l Downstream

677

591

2,233

2,761

All Other

(474

)

(903

)

(2,206

)

(2,974

)

Net Income (Loss) Attributable to Chevron

$

2,259

$

6,353

$

21,369

$

35,465

SPECIAL ITEMS

U.S. Upstream

Write-offs & impairments

$

(2,324

)

$

559

$

(1,765

)

$

$

$

$

(2,324

)

$

559

$

(1,765

)

$

$

$

Early contract termination

(765

)

165

(600

)

Decommissioning obligations

(2,561

)

611

(1,950

)

(2,561

)

611

(1,950

)

Int’l Upstream

Asset sale gains

328

(128

)

200

Write-offs & impairments

(813

)

(262

)

(1,075

)

(813

)

(262

)

(1,075

)

Tax items

655

655

All Other

Pension settlement costs

(21

)

4

(17

)

(53

)

13

(40

)

(352

)

81

(271

)

Total Special Items

$

(4,885

)

$

1,170

$

(3,715

)

$

(834

)

$

(258

)

$

(1,092

)

$

(4,938

)

$

1,838

$

(3,100

)

$

(1,602

)

$

(144

)

$

(1,746

)

FOREIGN CURRENCY EFFECTS

Int’l Upstream

$

(162

)

$

(83

)

$

376

$

816

Int’l Downstream

(58

)

(112

)

(12

)

235

All Other

(259

)

(210

)

(588

)

(382

)

Total Foreign Currency Effects

$

(479

)

$

(405

)

$

(224

)

$

669

ADJUSTED EARNINGS/(LOSS) *

U.S. Upstream

$

2,368

$

2,618

$

7,863

$

13,221

Int’l Upstream

3,095

4,025

12,259

17,722

U.S. Downstream

470

1,180

3,904

5,394

Int’l Downstream

735

703

2,245

2,526

All Other

(215

)

(676

)

(1,578

)

(2,321

)

Total Adjusted Earnings/(Loss)

$

6,453

$

7,850

$

24,693

$

36,542

Total Adjusted Earnings/(Loss) per share

$

3.45

$

4.09

$

13.13

$

18.83

* Adjusted Earnings/(Loss) is defined as Net Income (loss) attributable to Chevron Corporation excluding special items and foreign currency effects.

 

View source version on businesswire.com: https://www.businesswire.com/news/home/20240202391329/en/

The post Chevron Reports Fourth Quarter 2023 Results appeared first on Energy News Beat.

“}]]  


Tags


You may also like