Compass Wealth Management, LLC/GA's ownership history for XLE

Compass Wealth Management, LLC/GA currently holds 74.3K shares with a market value of $3.3M. It started holding XLE on 2025-06-30. At its peak, it held 74.3K shares on 2025-12-31. Its highest holding value was $3.3M on 2025-12-31. At its lowest, it held 30.0K shares on 2025-06-30, with a value of $2.5M on 2025-06-30. In the recent 180 days, Compass Wealth Management, LLC/GA has increased its shares by 44.3K.