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ENCOMPASS WEALTH ADVISORS, LLC: CVX position timeline

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

ENCOMPASS WEALTH ADVISORS, LLC held 3,163 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 3,163 shares
    Change vs previous 13F +2 shares

    0.16% of the 13F portfolio, value $524,327.

    13F-HR 0001849614-26-000003 filed by ENCOMPASS WEALTH ADVISORS, 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 3,161 shares
    Change vs previous 13F -701 shares

    0.23% of the 13F portfolio, value $654,078.

    13F-HR 0001849614-26-000002 filed by ENCOMPASS WEALTH ADVISORS, 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 3,862 shares
    Change vs previous 13F +66 shares

    0.2% of the 13F portfolio, value $588,642.

    13F-HR 0001849614-26-000001 filed by ENCOMPASS WEALTH ADVISORS, 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 3,796 shares
    Change vs previous 13F -71 shares

    0.2% of the 13F portfolio, value $589,472.

    13F-HR 0001849614-25-000005 filed by ENCOMPASS WEALTH ADVISORS, 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 3,867 shares
    Change vs previous 13F +4 shares

    0.2% of the 13F portfolio, value $553,708.

    13F-HR 0002033299-25-000004 filed by ENCOMPASS WEALTH ADVISORS, 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 3,863 shares
    Change vs previous 13F -80 shares

    0.26% of the 13F portfolio, value $646,232.

    13F-HR 0001860719-25-000004 filed by ENCOMPASS WEALTH ADVISORS, 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 3,943 shares
    Change vs previous 13F -2,261 shares

    0.23% of the 13F portfolio, value $571,096.

    13F-HR 0001849614-25-000001 filed by ENCOMPASS WEALTH ADVISORS, 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 6,204 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $913,655.

    13F-HR 0001849614-24-000009 filed by ENCOMPASS WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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