Petroleum & Res Corp Com cef shares owned by Compass Wealth Management
Quarter-by-quarter ownership of Petroleum & Res Corp Com cef (PEO) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in Petroleum & Res Corp Com cef
Tip: Access up to 7 years of quarterly data
All positions including Petroleum & Res Corp Com cef held by Compass Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Petroleum & Res Corp Com cef by Compass Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $251k | 11k | 22.81 |
| 2024-12-31 | $239k | 11k | 21.74 |
| 2024-09-30 | $256k | 11k | 23.22 |
| 2024-06-30 | $260k | 11k | 23.61 |
| 2024-03-31 | $254k | 11k | 23.06 |
| 2023-12-31 | $227k | 11k | 20.63 |
| 2023-09-30 | $255k | 11k | 23.12 |
| 2023-06-30 | $229k | 11k | 20.82 |