Bailard Has Lowered Its Helmerich & Payne (HP) Stake; Gofen & Glossberg Has Trimmed Its Chevron (CVX) Stake

February 4, 2018 - By Kurt Siggers

Gofen & Glossberg Llc decreased Chevron (CVX) stake by 1.18% reported in 2017Q3 SEC filing. Gofen & Glossberg Llc sold 3,907 shares as Chevron (CVX)’s stock declined 3.45%. The Gofen & Glossberg Llc holds 326,308 shares with $38.34M value, down from 330,215 last quarter. Chevron now has $225.23 billion valuation. The stock decreased 5.57% or $6.99 during the last trading session, reaching $118.58. About 13.18 million shares traded or 133.20% up from the average. Chevron Corporation (NYSE:CVX) has risen 6.68% since February 4, 2017 and is uptrending. It has underperformed by 10.02% the S&P500.

Bailard Inc decreased Helmerich & Payne Inc (HP) stake by 54.2% reported in 2017Q3 SEC filing. Bailard Inc sold 17,708 shares as Helmerich & Payne Inc (HP)’s stock declined 12.04%. The Bailard Inc holds 14,966 shares with $780,000 value, down from 32,674 last quarter. Helmerich & Payne Inc now has $7.63B valuation. The stock decreased 3.89% or $2.84 during the last trading session, reaching $70.11. About 1.59M shares traded. Helmerich & Payne, Inc. (NYSE:HP) has risen 4.51% since February 4, 2017 and is uptrending. It has underperformed by 12.19% the S&P500.

Gofen & Glossberg Llc increased Amazon.Com (NASDAQ:AMZN) stake by 6,426 shares to 14,064 valued at $13.52 million in 2017Q3. It also upped Pepsico (NYSE:PEP) stake by 4,823 shares and now owns 418,089 shares. S&P Mid (MDY) was raised too.

Investors sentiment decreased to 0.95 in Q3 2017. Its down 0.08, from 1.03 in 2017Q2. It is negative, 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. Old Dominion stated it has 9,530 shares. Seabridge Invest Ltd Liability Co holds 150 shares. Fiduciary Fin Services Of The Southwest Tx invested in 0.43% or 12,108 shares. S R Schill Associates reported 0.43% stake. Edgewood Limited Liability Com holds 0% of its portfolio in Chevron Corporation (NYSE:CVX) for 5,327 shares. D E Shaw & Com Inc reported 231,214 shares. Lpl Financial Limited Liability reported 0.24% stake. Neville Rodie & Shaw owns 87,380 shares. Croft accumulated 2,908 shares. Pettee Invsts accumulated 23,424 shares. The California-based Everett Harris & Commerce Ca has invested 1.07% in Chevron Corporation (NYSE:CVX). Anchor Capital Limited Liability stated it has 2,156 shares. Garde Cap holds 0.27% or 11,903 shares in its portfolio. Moreover, Amg Funds Ltd has 0.69% invested in Chevron Corporation (NYSE:CVX) for 10,703 shares. The Georgia-based Greatmark Inv Prns Incorporated has invested 1.5% in Chevron Corporation (NYSE:CVX).

Among 34 analysts covering Chevron Corporation (NYSE:CVX), 22 have Buy rating, 1 Sell and 11 Hold. Therefore 65% are positive. Chevron Corporation had 107 analyst reports since August 4, 2015 according to SRatingsIntel. Goldman Sachs upgraded Chevron Corporation (NYSE:CVX) on Monday, October 31 to “Buy” rating. On Thursday, January 21 the stock rating was downgraded by Simmons & Co to “Neutral”. On Tuesday, August 25 the stock rating was upgraded by Vetr to “Buy”. The rating was maintained by Jefferies on Thursday, October 19 with “Buy”. Jefferies maintained the shares of CVX in report on Wednesday, December 20 with “Buy” rating. The stock of Chevron Corporation (NYSE:CVX) earned “Buy” rating by Cowen & Co on Thursday, December 21. The firm has “Buy” rating given on Friday, July 28 by BMO Capital Markets. The stock of Chevron Corporation (NYSE:CVX) has “Overweight” rating given on Wednesday, January 24 by Morgan Stanley. The stock of Chevron Corporation (NYSE:CVX) has “Buy” rating given on Tuesday, November 3 by Evercore. The rating was upgraded by Macquarie Research to “Buy” on Tuesday, October 17.

Since August 16, 2017, it had 0 buys, and 2 selling transactions for $3.31 million activity. Deily Linnet F sold $248,274 worth of stock or 2,312 shares. 25,500 shares were sold by Pate R. Hewitt, worth $3.06M on Monday, October 16.

Bailard Inc increased Ishares Tr (CMF) stake by 6,625 shares to 153,995 valued at $18.25M in 2017Q3. It also upped Alphabet Inc stake by 889 shares and now owns 13,773 shares. Ishares Tr (EFA) was raised too.

Investors sentiment increased to 0.96 in Q3 2017. Its up 0.03, from 0.93 in 2017Q2. It improved, as 37 investors sold HP shares while 154 reduced holdings. 50 funds opened positions while 133 raised stakes. 112.20 million shares or 3.56% less from 116.34 million shares in 2017Q2 were reported. Meag Munich Ergo Kapitalanlagegesellschaft Mbh holds 0.38% in Helmerich & Payne, Inc. (NYSE:HP) or 177,456 shares. Goodman Corp has 71,240 shares. Somerville Kurt F holds 12,045 shares. Parametric Port Associates Ltd Liability reported 589,975 shares stake. Motco holds 0.01% in Helmerich & Payne, Inc. (NYSE:HP) or 1,700 shares. Gateway Invest Advisers Ltd invested in 6,705 shares. Fjarde Ap holds 53,841 shares or 0.05% of its portfolio. Beddow Management Inc has 112,565 shares. Oppenheimer Asset Mngmt Incorporated, New York-based fund reported 32,679 shares. Conning holds 0.02% in Helmerich & Payne, Inc. (NYSE:HP) or 11,728 shares. Fifth Third Bank holds 3,720 shares or 0% of its portfolio. Fincl Ser Corporation has invested 0.01% in Helmerich & Payne, Inc. (NYSE:HP). Bollard Grp Incorporated Limited reported 172 shares. Horseman Cap Limited reported 105,000 shares. Caisse De Depot Et Placement Du Quebec holds 0.01% or 44,696 shares in its portfolio.

Among 36 analysts covering Helmerich & Payne (NYSE:HP), 9 have Buy rating, 8 Sell and 19 Hold. Therefore 25% are positive. Helmerich & Payne has $94 highest and $14 lowest target. $61.23’s average target is -12.67% below currents $70.11 stock price. Helmerich & Payne had 130 analyst reports since August 3, 2015 according to SRatingsIntel. As per Thursday, December 21, the company rating was upgraded by Tudor Pickering. On Thursday, March 23 the stock rating was maintained by Scotia Capital with “Hold”. On Thursday, January 4 the stock rating was upgraded by Citigroup to “Hold”. The rating was maintained by RBC Capital Markets with “Hold” on Thursday, May 25. The rating was maintained by Credit Suisse on Friday, March 31 with “Sell”. The firm has “Buy” rating given on Thursday, September 15 by DA Davidson. The firm has “Outperform” rating by FBR Capital given on Monday, September 21. The firm earned “Sector Perform” rating on Tuesday, December 15 by Iberia Capital Partners. Stifel Nicolaus maintained Helmerich & Payne, Inc. (NYSE:HP) on Monday, May 29 with “Hold” rating. The company was maintained on Wednesday, July 13 by Citigroup.

Since December 15, 2017, it had 0 buys, and 1 insider sale for $147,679 activity. MARSHALL CHAPMAN PAULA sold 2,555 shares worth $147,679.