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Chevron (CVX) Holding Has Increased by Windward Capital Management Company; Qualcomm (QCOM) Stock Value Declined While Next Financial Group Has Lowered Its Holding

QUALCOMM Incorporated (NASDAQ:QCOM) Logo

Windward Capital Management Company increased its stake in Chevron Corporation (CVX) by 49.43% based on its latest 2017Q4 regulatory filing with the SEC. Windward Capital Management Company bought 4,041 shares as the company’s stock declined 8.26% with the market. The institutional investor held 12,217 shares of the integrated oil company at the end of 2017Q4, valued at $1.53M, up from 8,176 at the end of the previous reported quarter. Windward Capital Management Company who had been investing in Chevron Corporation for a number of months, seems to be bullish on the $236.06B market cap company. The stock increased 0.66% or $0.81 during the last trading session, reaching $123.53. About 1.31M shares traded. Chevron Corporation (NYSE:CVX) has risen 7.88% since April 26, 2017 and is uptrending. It has underperformed by 3.67% the S&P500.

Next Financial Group Inc decreased its stake in Qualcomm Inc (QCOM) by 65.06% based on its latest 2017Q4 regulatory filing with the SEC. Next Financial Group Inc sold 9,340 shares as the company’s stock declined 15.28% with the market. The institutional investor held 5,017 shares of the radio and television broadcasting and communications equipment company at the end of 2017Q4, valued at $321,000, down from 14,357 at the end of the previous reported quarter. Next Financial Group Inc who had been investing in Qualcomm Inc for a number of months, seems to be less bullish one the $73.81B market cap company. The stock increased 0.22% or $0.11 during the last trading session, reaching $49.86. About 5.51 million shares traded. QUALCOMM Incorporated (NASDAQ:QCOM) has declined 3.21% since April 26, 2017 and is downtrending. It has underperformed by 14.76% the S&P500.

Since October 27, 2017, it had 0 buys, and 5 selling transactions for $6.12 million activity. GROB MATTHEW S sold $2.81M worth of stock or 43,000 shares. THOMPSON JAMES H sold $3.14M worth of stock or 50,126 shares.

Investors sentiment decreased to 0.83 in Q4 2017. Its down 0.02, from 0.85 in 2017Q3. It turned negative, as 89 investors sold QCOM shares while 518 reduced holdings. 160 funds opened positions while 346 raised stakes. 1.11 billion shares or 0.73% more from 1.10 billion shares in 2017Q3 were reported. Amer National Insur Tx holds 94,882 shares or 0.31% of its portfolio. Oppenheimer Asset Mngmt reported 0.29% of its portfolio in QUALCOMM Incorporated (NASDAQ:QCOM). 858,750 were reported by Cibc World Mkts. Victory Management Inc holds 0.03% of its portfolio in QUALCOMM Incorporated (NASDAQ:QCOM) for 209,706 shares. Arcadia Mngmt Mi, Michigan-based fund reported 32,920 shares. Roof Eidam Maycock Adv invested in 0.27% or 8,790 shares. Fifth Third Bank & Trust reported 0.34% of its portfolio in QUALCOMM Incorporated (NASDAQ:QCOM). Wms Partners Ltd Liability Co, a Maryland-based fund reported 11,620 shares. Ballentine Prtnrs Ltd Liability invested in 5,481 shares or 0.02% of the stock. Check Cap Mngmt Incorporated Ca owns 1.01M shares or 3.56% of their US portfolio. Hl Financial Serv Llc invested 0.08% in QUALCOMM Incorporated (NASDAQ:QCOM). Blue Chip Prtnrs Inc accumulated 45,240 shares or 0.86% of the stock. Guardian Capital Advisors Limited Partnership reported 1.05% stake. Van Cleef Asset Managementinc holds 0.13% or 8,400 shares. Van Strum Towne owns 11,952 shares.

Among 37 analysts covering Qualcomm Inc. (NASDAQ:QCOM), 16 have Buy rating, 2 Sell and 19 Hold. Therefore 43% are positive. Qualcomm Inc. had 146 analyst reports since July 23, 2015 according to SRatingsIntel. Morgan Stanley maintained QUALCOMM Incorporated (NASDAQ:QCOM) rating on Monday, March 19. Morgan Stanley has “Underweight” rating and $55 target. The firm has “Hold” rating given on Monday, November 6 by Wells Fargo. As per Thursday, November 5, the company rating was maintained by Topeka Capital Markets. The firm has “Buy” rating given on Thursday, August 24 by Stifel Nicolaus. Nomura upgraded the shares of QCOM in report on Tuesday, January 16 to “Buy” rating. Stifel Nicolaus maintained the shares of QCOM in report on Monday, February 5 with “Hold” rating. BMO Capital Markets maintained QUALCOMM Incorporated (NASDAQ:QCOM) rating on Wednesday, November 1. BMO Capital Markets has “Hold” rating and $57.0 target. The firm has “Neutral” rating by Citigroup given on Wednesday, December 21. The firm has “Outperform” rating by RBC Capital Markets given on Thursday, November 5. On Monday, January 29 the stock rating was maintained by RBC Capital Markets with “Buy”.

Next Financial Group Inc, which manages about $1.77B and $233.93 million US Long portfolio, upped its stake in Dominion Energy Inc (NYSE:D) by 10,375 shares to 16,250 shares, valued at $1.32 million in 2017Q4, according to the filing. It also increased its holding in Ishares Tr (ITOT) by 6,600 shares in the quarter, for a total of 10,278 shares, and has risen its stake in Wisdomtree Tr (DON).

Investors sentiment increased to 0.99 in 2017 Q4. Its up 0.04, from 0.95 in 2017Q3. It is positive, as 51 investors sold CVX shares while 686 reduced holdings. 122 funds opened positions while 608 raised stakes. 1.19 billion shares or 0.58% more from 1.18 billion shares in 2017Q3 were reported. Benedict Advsrs has invested 1.82% in Chevron Corporation (NYSE:CVX). King Wealth Limited Com accumulated 18,352 shares. Genesee Valley Tru Comm reported 6,334 shares or 0.33% of all its holdings. Avalon Advsrs Llc has invested 2.02% of its portfolio in Chevron Corporation (NYSE:CVX). Toronto Dominion Bancorporation invested in 0.34% or 925,729 shares. Culbertson A N And Incorporated stated it has 2.36% in Chevron Corporation (NYSE:CVX). Tph Asset invested 3.92% of its portfolio in Chevron Corporation (NYSE:CVX). Barry Inv Advsrs Ltd Liability Co stated it has 0.11% of its portfolio in Chevron Corporation (NYSE:CVX). holds 0.38% or 10.37M shares. Schwab Charles Invest Mngmt accumulated 8.45 million shares or 0.84% of the stock. Vaughan Nelson Inv LP holds 0.02% of its portfolio in Chevron Corporation (NYSE:CVX) for 13,830 shares. 7,628 were accumulated by Parkside Bancshares And Trust. Chickasaw Cap Mngmt Limited Com owns 10,801 shares. Essex Financial Service holds 0.9% of its portfolio in Chevron Corporation (NYSE:CVX) for 30,242 shares. Capital World Investors holds 1.04% of its portfolio in Chevron Corporation (NYSE:CVX) for 38.14M shares.

Among 35 analysts covering Chevron Corporation (NYSE:CVX), 26 have Buy rating, 0 Sell and 9 Hold. Therefore 74% are positive. Chevron Corporation had 120 analyst reports since August 4, 2015 according to SRatingsIntel. BMO Capital Markets upgraded the shares of CVX in report on Thursday, January 11 to “Buy” rating. The rating was upgraded by HSBC to “Buy” on Monday, June 5. The firm has “Buy” rating given on Monday, February 5 by Piper Jaffray. As per Tuesday, August 4, the company rating was downgraded by S&P Research. Evercore upgraded Chevron Corporation (NYSE:CVX) on Tuesday, November 3 to “Buy” rating. On Friday, February 9 the stock rating was upgraded by RBC Capital Markets to “Sector Perform”. The company was maintained on Friday, July 21 by Citigroup. Macquarie Research upgraded Chevron Corporation (NYSE:CVX) on Thursday, December 15 to “Outperform” rating. The stock of Chevron Corporation (NYSE:CVX) has “Hold” rating given on Friday, March 24 by RBC Capital Markets. Wolfe Research upgraded Chevron Corporation (NYSE:CVX) on Tuesday, September 29 to “Peer Perform” rating.

Chevron Corporation (NYSE:CVX) Institutional Positions Chart

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