Compass Financial Group, Inc.'s ownership history for XLE

Compass Financial Group, Inc. currently holds 31.8K shares with a market value of $2.0M. It started holding XLE on 2025-09-30. At its peak, it held 31.9K shares on 2025-12-31. Its highest holding value was $2.0M on 2026-03-31. At its lowest, it held 15.7K shares on 2025-09-30, with a value of $1.4M on 2025-09-30. In the recent 180 days, Compass Financial Group, Inc. has increased its shares by 16.1K.