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Disclosery

Compass Wealth Management LLC: PSX position timeline

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

Compass Wealth Management LLC held 32,662 PSX 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 32,662 shares
    Change vs previous 13F -2,075 shares

    1.04% of the 13F portfolio, value $5,521,512.

    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 34,737 shares
    Change vs previous 13F -2,875 shares

    1.56% of the 13F portfolio, value $6,328,387.

    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 37,612 shares
    Change vs previous 13F -2,440 shares

    1.21% of the 13F portfolio, value $4,853,453.

    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 40,052 shares
    Change vs previous 13F +860 shares

    1.22% of the 13F portfolio, value $5,447,874.

    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 39,192 shares
    Change vs previous 13F +18,563 shares

    1.11% of the 13F portfolio, value $4,675,606.

    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 20,629 shares
    Change vs previous 13F +19,068 shares

    0.65% of the 13F portfolio, value $2,547,269.

    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 1,561 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $177,845.

    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 1,561 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $205,194.

    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).