Rushmore Investment Advisors’s Chevron CVX Stock Holding History

Rushmore Investment Advisors’s Portfolio CVX Stock Details CVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q2	$2.7M	Buy	+22,847	New	+$2.76M	0.55%	45

Other funds holding CVX

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Rushmore Investment Advisors's CVX Position: Q2 2013 in Review

Rushmore Investment Advisors opened a new position in Chevron (CVX) in Q2 2013: 22,847 shares worth $2.7M. The stake represents 0.55% of the portfolio and ranks #45 among its holdings.

1,654 funds tracked by Wall St. Rank hold CVX as of Q2 2013.

Rushmore Investment Advisors held 22,847 shares of Chevron worth $2.7M as of Q2 2013.
Chevron was a new Rushmore Investment Advisors position in Q2 2013.
Chevron made up 0.55% of Rushmore Investment Advisors's portfolio in Q2 2013, its #45 holding.
1,654 funds tracked by Wall St. Rank held Chevron as of Q2 2013.

Based on Rushmore Investment Advisors's 13F filing for Q2 2013, filed 29 Aug 2013.