Compass Wealth Management, LLC/GA: CVX position timeline

Compass Wealth Management, LLC/GA held 2,222 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 2,222 shares

   Change vs previous 13F +1 shares

   0.15% of the 13F portfolio, value $368,253.

   13F-HR 0001172661-26-002724 filed by Compass Wealth Management, LLC/GA
   Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 2,221 shares

   Change vs previous 13F +1 shares

   0.2% of the 13F portfolio, value $459,570.

   13F-HR 0001172661-26-002021 filed by Compass Wealth Management, LLC/GA
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 2,220 shares

   Change vs previous 13F 0 shares

   0.14% of the 13F portfolio, value $338,477.

   13F-HR 0001172661-26-000972 filed by Compass Wealth Management, LLC/GA
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 2,220 shares

   Change vs previous 13F 0 shares

   0.15% of the 13F portfolio, value $344,802.

   13F-HR 0001172661-25-004768 filed by Compass Wealth Management, LLC/GA
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 2,220 shares

   Change vs previous 13F not available

   0.17% of the 13F portfolio, value $317,873.

   13F-HR 0001172661-25-003425 filed by Compass Wealth Management, LLC/GA
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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