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Disclosery

Compass Wealth Management LLC: CVX position timeline

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

Compass Wealth Management LLC held 42,220 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,220 shares
    Change vs previous 13F -434 shares

    1.32% of the 13F portfolio, value $6,998,388.

    13F-HR 0001965653-26-000003 filed by Compass Wealth Management 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 42,654 shares
    Change vs previous 13F -1,195 shares

    2.18% of the 13F portfolio, value $8,825,113.

    13F-HR 0001965653-26-000002 filed by Compass Wealth Management 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 43,849 shares
    Change vs previous 13F -1,518 shares

    1.67% of the 13F portfolio, value $6,683,027.

    13F-HR 0001965653-26-000001 filed by Compass Wealth Management 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 45,367 shares
    Change vs previous 13F +2,545 shares

    1.57% of the 13F portfolio, value $7,045,088.

    13F-HR 0001965653-25-000009 filed by Compass Wealth Management 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 42,822 shares
    Change vs previous 13F -1,191 shares

    1.46% of the 13F portfolio, value $6,131,726.

    13F-HR 0001965653-25-000006 filed by Compass Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 44,013 shares
    Change vs previous 13F -658 shares

    1.88% of the 13F portfolio, value $7,362,985.

    13F-HR 0001965653-25-000004 filed by Compass Wealth Management 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 44,671 shares
    Change vs previous 13F +1,030 shares

    1.56% of the 13F portfolio, value $6,470,191.

    13F-HR 0001965653-25-000001 filed by Compass Wealth Management 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 43,641 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $6,427,055.

    13F-HR 0001965653-24-000007 filed by Compass Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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