SEC 13F Intelligence

Independent Advisor Alliance / CHV

Independent Advisor Alliance’s Chevron Corporation Position

Does Independent Advisor Alliance own Chevron Corporation (CHV)? Yes — 77.8K shares worth $16M (+0.17% of its 13F portfolio) as of Q1 2026, down from 95.5K shares the prior filed quarter.

Position Value
$16M
Q1 2026
Shares
77.8K
% of Portfolio
+0.17%
Quarters Held
30
currently held

Position History CHV

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $6MQ2 ’19: $6MQ3 ’19: $6MQ4 ’19: $7MQ4 ’19Q1 ’20: $4MQ2 ’20: $6MQ3 ’20: $4MQ4 ’20: $5MQ4 ’20Q1 ’21: $6MQ2 ’21: $6MQ3 ’21: $6MQ4 ’21: $9MQ4 ’21Q1 ’22: $18MQ2 ’22: $17MQ3 ’22: $17MQ4 ’22: $398,443Q4 ’22Q1 ’23: $24MQ2 ’23: $23MQ3 ’23: $26MQ4 ’23: $24MQ4 ’23Q1 ’24: $26MQ2 ’24: $22MQ3 ’24: $18MQ4 ’24: $18MQ4 ’24Q1 ’25: $20MQ2 ’25: $16MQ3 ’25: $15MQ4 ’25: $15MQ4 ’25Q1 ’26: $16Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202677.8K$16M+0.17%
Q4 202595.5K$15M+0.35%
Q3 202597.5K$15M+0.39%
Q2 2025111.1K$16M+0.46%
Q1 2025121.9K$20M+0.67%
Q4 2024125.2K$18M+0.24%
Q3 2024119.6K$18M+0.64%
Q2 2024138.5K$22M+0.74%
Q1 2024162.4K$26M+0.92%
Q4 2023157.8K$24M+0.85%
Q3 2023153.0K$26M+1.17%
Q2 2023149.3K$23M+1.04%
Q1 2023146.0K$24M+1.15%
Q4 2022152.6K$398,443+0.14%
Q3 2022117.5K$17M+0.98%
Q2 2022114.7K$17M+0.93%
Q1 2022112.1K$18M+0.88%
Q4 202174.3K$9M+0.43%
Q3 202161.9K$6M+0.35%
Q2 202161.4K$6M+0.35%
Q1 202159.0K$6M+0.37%
Q4 202061.0K$5M+0.35%
Q3 202055.7K$4M+0.30%
Q2 202066.9K$6M+0.64%
Q1 202061.5K$4M+0.65%
Q4 201955.2K$7M+0.29%
Q3 201953.0K$6M+0.77%
Q2 201953.1K$6M+0.89%
Q1 201951.1K$6M+0.89%
Q4 201848.3K$5M+0.93%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Independent Advisor Alliance’s full portfolio or all institutional holders of CHV.