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Compass Financial Group, INC/SD: CVX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Compass Financial Group, INC/SD on CVX, newest first. How the timeline and the estimate are built.

Compass Financial Group, INC/SD held 2,803 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 2,803 shares
    Change vs previous 13F +487 shares

    0.06% of the 13F portfolio, value $572,357.

    13F-HR 0001172661-26-004500 filed by Compass Financial Group, INC/SD
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,316 shares
    Change vs previous 13F +8 shares

    0.04% of the 13F portfolio, value $383,940.

    13F-HR 0001172661-26-003062 filed by Compass Financial Group, INC/SD
    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 2,308 shares
    Change vs previous 13F +28 shares

    0.07% of the 13F portfolio, value $477,596.

    13F-HR 0001172661-26-001559 filed by Compass Financial Group, INC/SD
    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 2,280 shares
    Change vs previous 13F +11 shares

    0.05% of the 13F portfolio, value $347,564.

    13F-HR 0001172661-26-000314 filed by Compass Financial Group, INC/SD
    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 2,269 shares
    Change vs previous 13F +12 shares

    0.05% of the 13F portfolio, value $352,301.

    13F-HR 0001172661-25-004404 filed by Compass Financial Group, INC/SD
    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 2,257 shares
    Change vs previous 13F +12 shares

    0.05% of the 13F portfolio, value $323,247.

    13F-HR 0001172661-25-002665 filed by Compass Financial Group, INC/SD
    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 2,245 shares
    Change vs previous 13F +104 shares

    0.07% of the 13F portfolio, value $375,644.

    13F-HR 0001172661-25-001786 filed by Compass Financial Group, INC/SD
    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 2,141 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $310,205.

    13F-HR 0001172661-25-000422 filed by Compass Financial Group, INC/SD
    Filed (acceptance time not in the bulk data set), ingested

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