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Wealth Advisors of Iowa, LLC: CVX position timeline

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

Wealth Advisors of Iowa, LLC held 1,444 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,444 shares
    Change vs previous 13F +36 shares

    0.06% of the 13F portfolio, value $239,321.

    13F-HR 0001803005-26-000003 filed by Wealth Advisors of Iowa, LLC
    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 1,408 shares
    Change vs previous 13F +22 shares

    0.09% of the 13F portfolio, value $291,326.

    13F-HR 0001803005-26-000002 filed by Wealth Advisors of Iowa, LLC
    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 1,386 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $211,297.

    13F-HR 0001803005-26-000001 filed by Wealth Advisors of Iowa, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 1,386 shares
    Change vs previous 13F +1,386 shares

    0.07% of the 13F portfolio, value $215,287.

    13F-HR 0001803005-25-000006 filed by Wealth Advisors of Iowa, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -1,547 shares

    13F-HR 0001803005-25-000004 filed by Wealth Advisors of Iowa, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 1,547 shares
    Change vs previous 13F +47 shares

    0.11% of the 13F portfolio, value $258,844.

    13F-HR 0001803005-25-000003 filed by Wealth Advisors of Iowa, LLC
    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 1,500 shares
    Change vs previous 13F +41 shares

    0.11% of the 13F portfolio, value $217,188.

    13F-HR 0001803005-25-000001 filed by Wealth Advisors of Iowa, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 1,459 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $214,894.

    13F-HR 0001803005-24-000005 filed by Wealth Advisors of Iowa, LLC
    Filed (acceptance time not in the bulk data set), ingested

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