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Independent Advisor Alliance: CVX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Independent Advisor Alliance on CVX, newest first. How the timeline and the estimate are built.

Independent Advisor Alliance held 80,992 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,992 shares
    Change vs previous 13F +3,205 shares

    0.31% of the 13F portfolio, value $13,425,254.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 77,787 shares
    Change vs previous 13F -17,730 shares

    0.17% of the 13F portfolio, value $16,094,125.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 95,517 shares
    Change vs previous 13F -1,969 shares

    0.35% of the 13F portfolio, value $14,557,680.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 97,486 shares
    Change vs previous 13F -13,640 shares

    0.39% of the 13F portfolio, value $15,138,710.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 111,126 shares
    Change vs previous 13F -10,823 shares

    0.46% of the 13F portfolio, value $15,912,118.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 121,949 shares
    Change vs previous 13F -3,267 shares

    0.67% of the 13F portfolio, value $20,400,753.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 125,216 shares
    Change vs previous 13F +5,612 shares

    0.24% of the 13F portfolio, value $18,136,253.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 119,604 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $17,614,149.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).