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US Global Investors Funds’s Chevron CVX Stock Holding History

US Global Investors Funds’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
Q4 		$99K Buy
+800
New +$96.7K 0.02% 294

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Global Investors Funds's CVX Position: Q4 2013 in Review

US Global Investors Funds opened a new position in Chevron (CVX) in Q4 2013: 800 shares worth $99K. The stake represents 0.02% of the portfolio and ranks #294 among its holdings.

1,786 funds tracked by Wall St. Rank hold CVX as of Q4 2013.

  • US Global Investors Funds held 800 shares of Chevron worth $99K as of Q4 2013.
  • Chevron was a new US Global Investors Funds position in Q4 2013.
  • Chevron made up 0.02% of US Global Investors Funds's portfolio in Q4 2013, its #294 holding.
  • 1,786 funds tracked by Wall St. Rank held Chevron as of Q4 2013.

Based on US Global Investors Funds's 13F filing for Q4 2013, filed 18 Feb 2014.