Position in EXE
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$529,084
-$166,591 QoQ
Shares Held
5,802
-8.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#507
of 845 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in EXE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Chesley Taft & Associates LLC holds $19,482,267 across 4 Oil & Gas E&P names. EXE ranks #2 (2.7% of the industry book) .
All Filings in EXE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $529,084 | 5,802 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $695,675 | 6,337 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $351,164 | 3,182 | Shares | Other | 2026-01-14 | |
| 2025-09-30 | $282,492 | 2,659 | Shares | Sole | 2025-10-08 | |
| No filing history on record for this holder in this stock. | ||||||