Independent Advisor Alliance: XOP position timeline

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

Independent Advisor Alliance held 1,925 XOP shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

period ended2026-06-30
13F 1,925 shares
Change vs previous 13F -948 shares
0.01% of the 13F portfolio, value $296,950.
13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 2,873 shares
Change vs previous 13F +778 shares
0.01% of the 13F portfolio, value $522,399.
13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 2,095 shares
Change vs previous 13F +2,095 shares
0.01% of the 13F portfolio, value $264,515.
13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 0 shares
Change vs previous 13F -4,052 shares
13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2024-12-31
13F 4,052 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $536,383.
13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).