SEC 13F Intelligence

Compass Financial Advisors LLC / CVX

Compass Financial Advisors LLC’s Chevron Corporation Position

Does Compass Financial Advisors LLC own Chevron Corporation (CVX)? Not currently — the last reported position was 7.7K shares worth $1M in Q1 2023; the fund’s latest 13F (Q3 2023) no longer reports it.

Position Value
$1M
Q1 2023
Shares
7.7K
% of Portfolio
+1.59%
Quarters Held
6
position exited

Position History CVX

Reported value by quarter
Q4 ’21: $907,000Q4 ’21Q1 ’22: $1MQ1 ’22Q2 ’22: $1MQ2 ’22Q3 ’22: $1MQ3 ’22Q4 ’22: $1MQ4 ’22Q1 ’23: $1MQ1 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20237.7K$1M+1.59%
Q4 20228.2K$1M+1.98%
Q3 20228.3K$1M+1.77%
Q2 20228.3K$1M+1.64%
Q1 20228.4K$1M+1.51%
Q4 20217.7K$907,000+1.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Compass Financial Advisors LLC’s full portfolio or all institutional holders of CVX.