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Disclosery

Independent Wealth Network Inc.: CVX position timeline

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

Independent Wealth Network Inc. held 28,193 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,193 shares
    Change vs previous 13F -905 shares

    1.19% of the 13F portfolio, value $4,673,195.

    13F-HR 0001891240-26-000003 filed by Independent Wealth Network Inc.
    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 29,098 shares
    Change vs previous 13F -3,278 shares

    1.79% of the 13F portfolio, value $6,020,364.

    13F-HR 0001891240-26-000002 filed by Independent Wealth Network Inc.
    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 32,376 shares
    Change vs previous 13F +446 shares

    1.51% of the 13F portfolio, value $4,934,461.

    13F-HR 0001891240-26-000001 filed by Independent Wealth Network Inc.
    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 31,930 shares
    Change vs previous 13F +709 shares

    1.59% of the 13F portfolio, value $4,958,409.

    13F-HR 0001891240-25-000005 filed by Independent Wealth Network Inc.
    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 31,221 shares
    Change vs previous 13F +1,336 shares

    1.63% of the 13F portfolio, value $4,470,527.

    13F-HR 0001891240-25-000004 filed by Independent Wealth Network Inc.
    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 29,885 shares
    Change vs previous 13F -154 shares

    1.99% of the 13F portfolio, value $4,999,458.

    13F-HR 0001891240-25-000003 filed by Independent Wealth Network Inc.
    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 30,039 shares
    Change vs previous 13F +1,723 shares

    1.77% of the 13F portfolio, value $4,350,876.

    13F-HR 0001891240-25-000001 filed by Independent Wealth Network Inc.
    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 28,316 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $4,170,150.

    13F-HR 0001891240-24-000005 filed by Independent Wealth Network Inc.
    Filed (acceptance time not in the bulk data set), ingested

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