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Compass Wealth Management’s Equinor EQNR Stock Holding History

Compass Wealth Management’s Portfolio EQNR Stock Details EQNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,055
Closed -$80.8K – 223
2025
Q1 		$80.8K Hold
3,055
– – 0.02% 209
2024
Q4 		$72.4K Hold
3,055
– – 0.02% 214
2024
Q3 		$77.4K Hold
3,055
– – 0.02% 217
2024
Q2 		$87.3K Hold
3,055
– – 0.02% 210
2024
Q1 		$82.6K Hold
3,055
– – 0.02% 209
2023
Q4 		$96.7K Hold
3,055
– – 0.03% 191
2023
Q3 		$100K Hold
3,055
– – 0.03% 184
2023
Q2 		$89.2K Sell
3,055
-583
-16% -$16.6K 0.03% 196
2023
Q1 		$103K Sell
3,638
-238
-6% -$7.18K 0.03% 182
2022
Q4 		$139K Buy
+3,876
New +$139K 0.05% 166

Other funds holding EQNR

F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Compass Wealth Management's EQNR Position: Q2 2025 in Review

Compass Wealth Management sold out of Equinor (EQNR) in Q2 2025, closing a stake of 3,055 shares — an estimated $80.8K sold.

Compass Wealth Management first reported a position in EQNR in Q4 2022 and held it in 10 quarters. The position peaked at $139K in Q4 2022. 334 funds tracked by Wall St. Rank hold EQNR as of Q2 2025.

  • Compass Wealth Management reported no remaining Equinor position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 3,055 Equinor shares in Q2 2025, an estimated $80.8K.
  • Compass Wealth Management first reported a position in Equinor in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's Equinor position peaked at $139K in Q4 2022.
  • 334 funds tracked by Wall St. Rank held Equinor as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.