As Microsoft (MSFT) Share Price Rose, St Germain D J Co Cut Its Holding; Chevron New (CVX) Holding Has Raised by Modera Wealth Management Llc

Chevron Corporation (NYSE:CVX) Logo

Modera Wealth Management Llc increased its stake in Chevron Corp New (CVX) by 92.16% based on its latest 2018Q2 regulatory filing with the SEC. Modera Wealth Management Llc bought 3,267 shares as the company’s stock declined 8.88% while stock markets rallied. The institutional investor held 6,812 shares of the integrated oil company at the end of 2018Q2, valued at $861,000, up from 3,545 at the end of the previous reported quarter. Modera Wealth Management Llc who had been investing in Chevron Corp New for a number of months, seems to be bullish on the $224.02B market cap company. The stock decreased 2.84% or $3.43 during the last trading session, reaching $117.24. About 8.29 million shares traded or 23.94% up from the average. Chevron Corporation (NYSE:CVX) has risen 2.93% since December 5, 2017 and is uptrending. It has underperformed by 12.69% the S&P500. Some Historical CVX News: 06/03/2018 – CHEVRON TARGETING $5B-$10B IN ASSET SALE PROCEEDS THROUGH 2020; 05/03/2018 – Financial Post: Chevron in talks to sell minority stake in Kitimat LNG project; 06/03/2018 – CHEVRON – EVEN WITH NO COMMODITY PRICE APPRECIATION, EXPECT TO DELIVER “STRONGER” UPSTREAM CASH MARGINS, PRODUCTION GROWTH IN 2018; 05/03/2018 – Ernest Scheyder: Exclusive: @Chevron in talks to sell stake in Canada LNG project; 25/04/2018 – CHEVRON SPOKESWOMAN COMMENTS IN EMAILED STATEMENT; 26/03/2018 – CHEVRON CORP CVX.N EXECUTIVE VICE PRESIDENT JAY JOHNSON SAYS NEW U.S. TAX LAW HAS NOT HAD A ‘MAJOR IMPACT ON’ COMPANY; 29/03/2018 – SHELL, PETROGAL BRASIL AND CHEVRON WIN BLOCK IN CAMPOS BASIN IN BRAZIL OIL AUCTION; 05/04/2018 – Cal EMA Spills: SPILL Report – Chevron – 04/05/2018 06:00 PM; 16/04/2018 – Marine Link: Chevron Greenlights Gorgon LNG Expansion; 26/05/2018 – Sunday Observer: Kishu Gomes vacates top job at Chevron

St Germain D J Co Inc decreased its stake in Microsoft Corp (MSFT) by 19.71% based on its latest 2018Q2 regulatory filing with the SEC. St Germain D J Co Inc sold 7,707 shares as the company’s stock rose 10.77% with the market. The institutional investor held 31,401 shares of the prepackaged software company at the end of 2018Q2, valued at $3.10 million, down from 39,108 at the end of the previous reported quarter. St Germain D J Co Inc who had been investing in Microsoft Corp for a number of months, seems to be less bullish one the $833.02B market cap company. The stock decreased 3.18% or $3.57 during the last trading session, reaching $108.52. About 45.10 million shares traded or 32.12% up from the average. Microsoft Corporation (NASDAQ:MSFT) has risen 49.58% since December 5, 2017 and is uptrending. It has outperformed by 33.96% the S&P500. Some Historical MSFT News: 16/03/2018 – BIT EVIL SA BITP.WA – SIGNS COOPERATION AGREEMENT WITH MICROSOFT SP. Z O.O; 05/05/2018 – BUFFETT SAYS BELIEVES BERKSHIRE WILL COME OUT OKAY IN ITS $10.2 BLN RETROACTIVE REINSURANCE TRANSACTION WITH AIG AIG.N; 05/04/2018 – IT Execs See Promise In IoT, Reinforcing Microsoft’s $5B Investment; 26/04/2018 – Happy earnings witching hour with $AMZN $MSFT $INTC all on deck at the top of the hour — check out for the deets; 21/03/2018 – CUNA Mutual AdvantEdge Analytics and Microsoft Join Forces on New Strategic Data Platform for Credit Unions; 18/04/2018 – SystemsUp Achieves Five Microsoft Gold Competencies; 28/03/2018 – Vitality Biopharma Files Intellectual Property in All Major Pharmaceutical Markets Worldwide; 26/04/2018 – MICROSOFT MSFT.O – QTRLY OFFICE COMMERCIAL PRODUCTS AND CLOUD SERVICES REVENUE INCREASED 14%; 28/03/2018 – Microsoft Interdisciplinary Scientist Jaron Lanier says Silicon Valley developers knew they were making tech addictive, but said things have gone too far; 30/05/2018 – Sabre Joins Forces with Microsoft to Reimagine the Business of Travel

Investors sentiment increased to 1.03 in 2018 Q2. Its up 0.13, from 0.9 in 2018Q1. It is positive, as 33 investors sold CVX shares while 684 reduced holdings. 136 funds opened positions while 604 raised stakes. 1.19 billion shares or 0.47% more from 1.19 billion shares in 2018Q1 were reported. Yorktown Mgmt And Rech invested in 12,550 shares or 0.46% of the stock. Braun Stacey Associates reported 1.37% in Chevron Corporation (NYSE:CVX). Blb&B Advsr Ltd Liability Co has 72,164 shares for 1.24% of their portfolio. Buckhead Mgmt Ltd Liability Company owns 47,030 shares for 1.96% of their portfolio. Cwm Ltd Liability accumulated 18,017 shares. Moreover, First Business Financial Service Inc has 0.11% invested in Chevron Corporation (NYSE:CVX). Everett Harris And Ca has 318,966 shares. Chilton Invest Limited Liability has 0.01% invested in Chevron Corporation (NYSE:CVX) for 2,622 shares. Fil owns 899,838 shares. 92,885 are held by Fulton Breakefield Broenniman Ltd Liability. Country Bankshares holds 154,051 shares. Edmp stated it has 3.59% in Chevron Corporation (NYSE:CVX). The Illinois-based Alley Lc has invested 2.1% in Chevron Corporation (NYSE:CVX). Birmingham Cap Management Co Inc Al holds 58,416 shares. Mitsubishi Ufj Tru & stated it has 0.88% of its portfolio in Chevron Corporation (NYSE:CVX).

Since June 14, 2018, it had 0 insider buys, and 4 sales for $2.85 million activity.

More notable recent Chevron Corporation (NYSE:CVX) news were published by: Investorplace.com which released: “5 Must-See Stock Charts for Wednesday: Oil’s Slippery Slope – Investorplace.com” on November 13, 2018, also Seekingalpha.com with their article: “WSJ: Chevron having second thoughts about staying in Venezuela – Seeking Alpha” published on November 08, 2018, Globenewswire.com published: “Factors of Influence in 2018, Key Indicators and Opportunity within CEVA, Transdigm Group, Frontline, FedEx, Chevron, and Office Depot — New Research Emphasizes Economic Growth – GlobeNewswire” on November 30, 2018. More interesting news about Chevron Corporation (NYSE:CVX) were released by: Seekingalpha.com and their article: “Reuters: Chevron granted waiver from U.S. biofuel laws at Utah plant – Seeking Alpha” published on November 20, 2018 as well as Seekingalpha.com‘s news article titled: “Post-storm restart for Exxon’s Hibernia platform – Seeking Alpha” with publication date: November 23, 2018.

Among 37 analysts covering Chevron Corporation (NYSE:CVX), 28 have Buy rating, 0 Sell and 9 Hold. Therefore 76% are positive. Chevron Corporation had 131 analyst reports since August 4, 2015 according to SRatingsIntel. The firm has “Hold” rating given on Monday, August 7 by BNP Paribas. The company was upgraded on Tuesday, September 29 by Wolfe Research. On Wednesday, October 18 the stock rating was downgraded by Societe Generale to “Hold”. Bank of America upgraded Chevron Corporation (NYSE:CVX) rating on Monday, August 24. Bank of America has “Neutral” rating and $100 target. The stock of Chevron Corporation (NYSE:CVX) has “Buy” rating given on Wednesday, December 20 by Jefferies. The firm has “Buy” rating by Citigroup given on Wednesday, December 2. The company was maintained on Tuesday, September 19 by RBC Capital Markets. The stock of Chevron Corporation (NYSE:CVX) earned “Sell” rating by RBC Capital Markets on Tuesday, January 30. The stock of Chevron Corporation (NYSE:CVX) has “Buy” rating given on Thursday, September 28 by Piper Jaffray. RBC Capital Markets maintained Chevron Corporation (NYSE:CVX) rating on Wednesday, March 9. RBC Capital Markets has “Sector Perform” rating and $90 target.

Modera Wealth Management Llc, which manages about $1.59 billion and $474.46M US Long portfolio, decreased its stake in Ishares Tr (EMB) by 9,490 shares to 375,303 shares, valued at $40.07 million in 2018Q2, according to the filing. It also reduced its holding in Ishares Tr (STIP) by 20,560 shares in the quarter, leaving it with 1.27M shares, and cut its stake in Vanguard Index Fds (VTV).

Analysts await Microsoft Corporation (NASDAQ:MSFT) to report earnings on January, 30. They expect $1.09 earnings per share, up 13.54% or $0.13 from last year’s $0.96 per share. MSFT’s profit will be $8.37B for 24.89 P/E if the $1.09 EPS becomes a reality. After $1.14 actual earnings per share reported by Microsoft Corporation for the previous quarter, Wall Street now forecasts -4.39% negative EPS growth.

St Germain D J Co Inc, which manages about $1.01 billion and $840.28M US Long portfolio, upped its stake in Amazon Inc (NASDAQ:AMZN) by 212 shares to 436 shares, valued at $741,000 in 2018Q2, according to the filing. It also increased its holding in Vanguard Interm Corp Bond Etf (VCIT) by 50,023 shares in the quarter, for a total of 404,721 shares, and has risen its stake in Emerging Markets Msci (EEM).

Investors sentiment increased to 0.84 in Q2 2018. Its up 0.10, from 0.74 in 2018Q1. It increased, as 35 investors sold MSFT shares while 965 reduced holdings. 128 funds opened positions while 711 raised stakes. 5.31 billion shares or 1.41% less from 5.38 billion shares in 2018Q1 were reported. Lowe Brockenbrough & has 156,205 shares. Van Eck Assocs invested in 238,484 shares or 0.11% of the stock. Augustine Asset Mgmt invested in 5.6% or 97,423 shares. Overbrook Mgmt owns 4,700 shares or 0.09% of their US portfolio. 94,931 are owned by Financial Bank Of The West. Kayne Anderson Rudnick Limited Com invested 0.01% of its portfolio in Microsoft Corporation (NASDAQ:MSFT). S R Schill And Associates has invested 0.62% in Microsoft Corporation (NASDAQ:MSFT). Forte Cap Limited Com Adv owns 15,739 shares or 0.61% of their US portfolio. Caisse De Depot Et Placement Du Quebec holds 1.81% in Microsoft Corporation (NASDAQ:MSFT) or 7.73 million shares. Guyasuta Investment Advsr holds 4.09% of its portfolio in Microsoft Corporation (NASDAQ:MSFT) for 362,147 shares. Madrona Fincl Limited Liability Co has invested 1.3% in Microsoft Corporation (NASDAQ:MSFT). Tctc Ltd Liability holds 2.7% or 566,316 shares in its portfolio. Lehman Financial Resources, a Pennsylvania-based fund reported 3,550 shares. 1.13M are held by Crawford Counsel. Godsey And Gibb Associate owns 3.23% invested in Microsoft Corporation (NASDAQ:MSFT) for 189,101 shares.

Since June 5, 2018, it had 0 insider purchases, and 7 sales for $52.10 million activity. Another trade for 203,418 shares valued at $21.70M was sold by Nadella Satya. 10,000 shares were sold by Capossela Christopher C, worth $1.01 million. Hogan Kathleen T had sold 36,500 shares worth $4.06 million. 118,000 shares were sold by Hood Amy, worth $13.09M on Friday, August 31. PETERSON SANDRA E bought 5,400 shares worth $550,606.

Among 38 analysts covering Microsoft Corporation (NASDAQ:MSFT), 34 have Buy rating, 1 Sell and 3 Hold. Therefore 89% are positive. Microsoft Corporation had 216 analyst reports since July 22, 2015 according to SRatingsIntel. Barclays Capital maintained Microsoft Corporation (NASDAQ:MSFT) rating on Friday, September 7. Barclays Capital has “Overweight” rating and $120 target. Bank of America upgraded the shares of MSFT in report on Friday, October 23 to “Buy” rating. UBS maintained Microsoft Corporation (NASDAQ:MSFT) on Friday, April 27 with “Buy” rating. The rating was maintained by Jefferies on Thursday, February 1 with “Sell”. Evercore maintained the stock with “Buy” rating in Friday, December 8 report. Cowen & Co maintained it with “Buy” rating and $90.0 target in Tuesday, October 31 report. The rating was reinitiated by Atlantic Securities with “Overweight” on Monday, June 25. The company was maintained on Monday, March 26 by Morgan Stanley. The company was maintained on Wednesday, June 14 by Cowen & Co. The rating was upgraded by Vetr on Friday, August 21 to “Hold”.

More notable recent Microsoft Corporation (NASDAQ:MSFT) news were published by: Seekingalpha.com which released: “Why Microsoft Will Continue To Outperform – Seeking Alpha” on November 27, 2018, also Nasdaq.com with their article: “Notable Tuesday Option Activity: MSFT, CIEN, BLK – Nasdaq” published on November 20, 2018, Marketwatch.com published: “Microsoft surpasses Apple as most valuable U.S. company – MarketWatch” on November 30, 2018. More interesting news about Microsoft Corporation (NASDAQ:MSFT) were released by: Investorplace.com and their article: “4 Self-Driving Car Stocks Paving the Way for Profits – Investorplace.com” published on December 04, 2018 as well as Nasdaq.com‘s news article titled: “Notable Wednesday Option Activity: DG, DE, MSFT – Nasdaq” with publication date: November 28, 2018.

Chevron Corporation (NYSE:CVX) Institutional Positions Chart

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