COMPASS CAPITAL CORP /MA/ /ADV's ownership history for XLE

COMPASS CAPITAL CORP /MA/ /ADV currently holds 51.8K shares with a market value of $2.5M. It started holding XLE on 2024-12-31. At its peak, it held 51.8K shares on 2025-12-31. Its highest holding value was $2.5M on 2025-12-31. At its lowest, it held 14.2K shares on 2025-09-30, with a value of $1.3M on 2025-09-30. In the recent 180 days, COMPASS CAPITAL CORP /MA/ /ADV has increased its shares by 33.3K.