Integrys Wealth Advisors Position in Healthequity (HQY) Trimmed as Share Price Declined; Private Wealth Advisors Increases Position in Chevron New (CVX)

Chevron Corporation (NYSE:CVX) Logo

Private Wealth Advisors Inc increased its stake in Chevron Corp New (CVX) by 15.67% based on its latest 2018Q4 regulatory filing with the SEC. Private Wealth Advisors Inc bought 3,549 shares as the company’s stock rose 3.37% with the market. The institutional investor held 26,202 shares of the integrated oil company at the end of 2018Q4, valued at $2.85M, up from 22,653 at the end of the previous reported quarter. Private Wealth Advisors Inc who had been investing in Chevron Corp New for a number of months, seems to be bullish on the $230.06 billion market cap company. The stock decreased 0.07% or $0.09 during the last trading session, reaching $121.08. About 8.08 million shares traded or 19.07% up from the average. Chevron Corporation (NYSE:CVX) has risen 9.00% since April 17, 2018 and is uptrending. It has outperformed by 4.63% the S&P500. Some Historical CVX News: 30/05/2018 – CHEVRON CORP – ABOUT 68 PERCENT OF VOTES CAST WERE VOTED AGAINST STOCKHOLDER PROPOSAL REGARDING A REPORT ON LOBBYING; 29/03/2018 – Texas Emissions: 281276 – CHEVRON PHILLIPS CHEMICAL SWEENY OLD OCEAN FACILITIES; 14/05/2018 – CHEVRON CORP CVX.N : CITIGROUP RAISES TARGET PRICE TO $145 FROM $133; 06/03/2018 – CHEVRON SAYS 2018 TO 2020 GUIDANCE INCLUDES DEBT RATIO OF ABOUT 20 PCT – PRESENTATION; 17/05/2018 – Hot Air: Can’t handle the truth? Actor walks out of “verbatim” play on Chevron shakedown; 20/04/2018 – Venezuela Praises Chevron After Oil Company’s Employees Arrested; 08/03/2018 – CHEVRON CORP CVX.N : INDEPENDENT RESEARCH RAISES TARGET PRICE TO USD 130.00 FROM USD 128.00; RATING HOLD; 06/04/2018 – Chevron seeks extension of Rokan block contract in Indonesia beyond 2021; 07/03/2018 – Anonymous: Chevron in talks to sell minority stake in Kitimat LNG project; 05/03/2018 – EXCLUSIVE-CHEVRON CVX.N CONSIDERS VARIOUS FUNDING OPTIONS AS IT PUSHES AHEAD WITH CANADA LNG PROJECT

Integrys Wealth Advisors Llc decreased its stake in Healthequity Inc (HQY) by 13.3% based on its latest 2018Q4 regulatory filing with the SEC. Integrys Wealth Advisors Llc sold 13,300 shares as the company’s stock declined 7.34% while stock markets rallied. The institutional investor held 86,700 shares of the miscellaneous company at the end of 2018Q4, valued at $5.17 million, down from 100,000 at the end of the previous reported quarter. Integrys Wealth Advisors Llc who had been investing in Healthequity Inc for a number of months, seems to be less bullish one the $4.01B market cap company. The stock decreased 9.43% or $6.68 during the last trading session, reaching $64.19. About 1.88 million shares traded or 140.49% up from the average. HealthEquity, Inc. (NASDAQ:HQY) has risen 46.02% since April 17, 2018 and is uptrending. It has outperformed by 41.65% the S&P500. Some Historical HQY News: 19/03/2018 – HEALTHEQUITY INC HQY.O FY2019 SHR VIEW $0.94, REV VIEW $277.8 MLN — THOMSON REUTERS l/B/E/S; 21/04/2018 – DJ HealthEquity Inc, Inst Holders, 1Q 2018 (HQY); 19/03/2018 – HEALTHEQUITY 4Q REV. $60.4M, EST. $58.2M; 19/03/2018 – HealthEquity Sees FY19 EPS 74c-EPS 80c; 19/03/2018 – HealthEquity 2Q Rev $60.4M; 19/03/2018 – HealthEquity 2Q EPS 9c; 19/03/2018 – HEALTHEQUITY SEES FY ADJ EPS 98C TO $1.04; 31/05/2018 – HealthEquity Non-Deal Roadshow Scheduled By SunTrust for Jun. 7; 19/03/2018 – HealthEquity Sees FY19 Net $47M-Net $51M; 19/03/2018 – HEALTHEQUITY INC – SEES NET INCOME PER DILUTED SHARE RANGE OF $0.74 TO $0.80 FOR YEAR ENDING JAN 31, 2019

Integrys Wealth Advisors Llc, which manages about $376.47 million and $200.31 million US Long portfolio, upped its stake in W P Carey Inc (NYSE:WPC) by 83,276 shares to 117,403 shares, valued at $7.67 million in 2018Q4, according to the filing.

More notable recent HealthEquity, Inc. (NASDAQ:HQY) news were published by: Seekingalpha.com which released: “DOJ moves to strike down entire ACA – Seeking Alpha” on March 26, 2019, also Seekingalpha.com with their article: “HealthEquity, Inc. (HQY) CEO Jon Kessler on Q4 2019 Results – Earnings Call Transcript – Seeking Alpha” published on March 18, 2019, Seekingalpha.com published: “HealthEquity, Inc. 2018 Q4 – Results – Earnings Call Slides – Seeking Alpha” on March 19, 2019. More interesting news about HealthEquity, Inc. (NASDAQ:HQY) were released by: Benzinga.com and their article: “10 Biggest Price Target Changes For Tuesday – Benzinga” published on March 19, 2019 as well as Nasdaq.com‘s news article titled: “HealthEquity (HQY) Down 16.1% Since Last Earnings Report: Can It Rebound? – Nasdaq” with publication date: April 17, 2019.

Private Wealth Advisors Inc, which manages about $230.69 million US Long portfolio, decreased its stake in Facebook Inc (NASDAQ:FB) by 2,821 shares to 17,178 shares, valued at $2.25 million in 2018Q4, according to the filing. It also reduced its holding in Alphabet Inc by 654 shares in the quarter, leaving it with 8,097 shares, and cut its stake in Spdr S&P 500 Etf Tr (SPY).

Since November 29, 2018, it had 0 insider purchases, and 4 selling transactions for $3.07 million activity. $838,808 worth of Chevron Corporation (NYSE:CVX) was sold by Ourada Jeanette L on Monday, February 4.

Chevron Corporation (NYSE:CVX) Institutional Positions Chart