Chevron New (CVX) Shareholder Acropolis Investment Management Has Upped Its Stake by $776,530; Healthequity (HQY) Holder Nbw Capital Has Raised Stake

February 24, 2018 - By Adrian Erickson

Acropolis Investment Management Llc increased its stake in Chevron Corp New (CVX) by 48.64% based on its latest 2017Q3 regulatory filing with the SEC. Acropolis Investment Management Llc bought 11,590 shares as the company’s stock declined 3.45% while stock markets rallied. The institutional investor held 35,416 shares of the integrated oil company at the end of 2017Q3, valued at $2.41M, up from 23,826 at the end of the previous reported quarter. Acropolis Investment Management Llc who had been investing in Chevron Corp New for a number of months, seems to be bullish on the $213.85B market cap company. The stock increased 2.46% or $2.7 during the last trading session, reaching $112.59. About 6.46 million shares traded. Chevron Corporation (NYSE:CVX) has risen 6.68% since February 24, 2017 and is uptrending. It has underperformed by 10.02% the S&P500.

Nbw Capital Llc increased its stake in Healthequity Inc. (HQY) by 82.84% based on its latest 2017Q3 regulatory filing with the SEC. Nbw Capital Llc bought 30,870 shares as the company’s stock rose 4.44% with the market. The institutional investor held 68,136 shares of the miscellaneous company at the end of 2017Q3, valued at $3.45M, up from 37,266 at the end of the previous reported quarter. Nbw Capital Llc who had been investing in Healthequity Inc. for a number of months, seems to be bullish on the $3.19 billion market cap company. The stock increased 3.48% or $1.765 during the last trading session, reaching $52.505. About 1.73M shares traded or 187.92% up from the average. HealthEquity, Inc. (NASDAQ:HQY) has risen 95.58% since February 24, 2017 and is uptrending. It has outperformed by 78.88% the S&P500.

Among 13 analysts covering HealthEquity Inc (NASDAQ:HQY), 11 have Buy rating, 0 Sell and 2 Hold. Therefore 85% are positive. HealthEquity Inc had 32 analyst reports since August 18, 2015 according to SRatingsIntel. As per Tuesday, September 5, the company rating was maintained by Cantor Fitzgerald. As per Monday, August 28, the company rating was maintained by Cantor Fitzgerald. KeyBanc Capital Markets maintained HealthEquity, Inc. (NASDAQ:HQY) on Wednesday, October 11 with “Buy” rating. The firm earned “Overweight” rating on Tuesday, January 24 by KeyBanc Capital Markets. The rating was initiated by TheStreet on Tuesday, October 13 with “Hold”. The rating was maintained by Oppenheimer with “Buy” on Wednesday, June 7. The firm earned “Market Outperform” rating on Wednesday, March 23 by Avondale. The firm has “Buy” rating given on Wednesday, June 8 by SunTrust. The rating was maintained by Robert W. Baird on Wednesday, September 7 with “Neutral”. Robert W. Baird maintained HealthEquity, Inc. (NASDAQ:HQY) on Tuesday, September 19 with “Hold” rating.

Nbw Capital Llc, which manages about $677.00M and $367.72M US Long portfolio, decreased its stake in Ubs Alerian Mlp/ Mlpi (MLPI) by 59,150 shares to 415,279 shares, valued at $10.44 million in 2017Q3, according to the filing. It also reduced its holding in Western Refining Logistics Lp (NYSE:WNRL) by 210,880 shares in the quarter, leaving it with 26,545 shares, and cut its stake in Fox Factory Holding Corp (NASDAQ:FOXF).

Among 34 analysts covering Chevron Corporation (NYSE:CVX), 24 have Buy rating, 0 Sell and 10 Hold. Therefore 71% are positive. Chevron Corporation had 115 analyst reports since August 4, 2015 according to SRatingsIntel. Howard Weil upgraded the stock to “Sector Outperform” rating in Monday, December 14 report. The stock has “Buy” rating by Macquarie Research on Tuesday, October 17. The stock has “Overweight” rating by Morgan Stanley on Wednesday, January 24. Macquarie Research upgraded the stock to “Outperform” rating in Thursday, December 15 report. RBC Capital Markets maintained Chevron Corporation (NYSE:CVX) rating on Wednesday, March 9. RBC Capital Markets has “Sector Perform” rating and $90 target. Cowen & Co maintained the stock with “Buy” rating in Thursday, July 27 report. On Tuesday, November 7 the stock rating was maintained by RBC Capital Markets with “Sell”. The rating was maintained by Scotia Capital with “Buy” on Thursday, December 21. The firm has “Neutral” rating by Credit Suisse given on Monday, November 2. BMO Capital Markets maintained the stock with “Buy” rating in Friday, September 22 report.

Acropolis Investment Management Llc, which manages about $912.87 million and $611.34 million US Long portfolio, decreased its stake in Fifth Third Bancorp (NASDAQ:FITB) by 41,814 shares to 6,128 shares, valued at $1.10M in 2017Q3, according to the filing. It also reduced its holding in Medtronic Inc by 2,479 shares in the quarter, leaving it with 1,396 shares, and cut its stake in Vanguard Scottsdale Fds (VCSH).

Investors sentiment decreased to 0.95 in 2017 Q3. Its down 0.08, from 1.03 in 2017Q2. It dived, as 43 investors sold CVX shares while 696 reduced holdings. 121 funds opened positions while 584 raised stakes. 1.18 billion shares or 1.43% more from 1.16 billion shares in 2017Q2 were reported. Laurel Grove Cap Ltd Liability has 18,189 shares for 1.11% of their portfolio. Ashford Capital Management holds 3,000 shares or 0.06% of its portfolio. Planning Ltd stated it has 25,490 shares. National Bank & Trust Of Nova Scotia invested 0.57% in Chevron Corporation (NYSE:CVX). Nippon Life Ins Com holds 63,470 shares or 0.14% of its portfolio. Lsv Asset Management has 0.97% invested in Chevron Corporation (NYSE:CVX). Natl Mutual Insurance Federation Of Agricultural Cooperatives has 28,600 shares for 0.07% of their portfolio. California Employees Retirement System owns 4.99M shares. Financial Counselors Incorporated accumulated 162,522 shares or 0.93% of the stock. Mufg Americas Holdings owns 531,731 shares for 1.99% of their portfolio. Fayerweather Charles stated it has 3,890 shares. Argyle Mngmt invested 1.49% of its portfolio in Chevron Corporation (NYSE:CVX). Wolverine Asset Mgmt Limited Co accumulated 371 shares or 0% of the stock. First City Cap Mngmt stated it has 1.05% of its portfolio in Chevron Corporation (NYSE:CVX). Hoertkorn Richard Charles reported 15,915 shares.

Since October 16, 2017, it had 0 insider purchases, and 1 sale for $3.06 million activity.

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