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INDEPENDENT FINANCIAL GROUP, LLC: CVX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INDEPENDENT FINANCIAL GROUP, LLC on CVX, newest first. How the timeline and the estimate are built.

INDEPENDENT FINANCIAL GROUP, LLC held 38,639 CVX shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 38,639 shares
    Change vs previous 13F -262 shares

    0.14% of the 13F portfolio, value $7,890,545.

    13F-HR 0000275484-26-000032 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 38,901 shares
    Change vs previous 13F -7,662 shares

    0.12% of the 13F portfolio, value $6,448,131.

    13F-HR 0000275484-26-000028 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F/A 46,563 shares
    Change vs previous 13F +16,193 shares

    0.22% of the 13F portfolio, value $9,633,927.

    13F-HR/A 0000275484-26-000006 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 30,370 shares
    Change vs previous 13F +1,195 shares

    0.1% of the 13F portfolio, value $4,628,637.

    13F-HR 0000275484-26-000003 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 29,175 shares
    Change vs previous 13F +290 shares

    0.11% of the 13F portfolio, value $4,530,705.

    13F-HR 0000275484-26-000004 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 28,885 shares
    Change vs previous 13F -4,189 shares

    0.11% of the 13F portfolio, value $4,136,018.

    13F-HR 0000275484-26-000005 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 33,074 shares
    Change vs previous 13F +7,867 shares

    0.19% of the 13F portfolio, value $5,532,925.

    13F-HR 0000275484-26-000007 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 25,207 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,651,039.

    13F-HR 0000275484-26-000012 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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