Position in EXE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$309,134
-$63,020 QoQ
Shares Held
3,390
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#573
of 845 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in EXE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026MONTGOMERY INVESTMENT MANAGEMENT INC holds $20,823,162 across 10 Oil & Gas E&P names. EXE ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
93,221 | $9,691,255 | |
| 2 | FANG |
Diamondback Energy, Inc.
|
44,474 | $7,817,639 | |
| 3 | PR |
Permian Resources Corp
|
47,400 | $872,634 | |
| 4 | EQT |
EQT Corp
|
12,800 | $680,576 | |
| 5 | OVV |
Ovintiv Inc.
|
8,074 | $425,096 | |
| 6 | REPX |
Riley Exploration Permian, Inc.
|
11,340 | $373,766 | |
| 7 | CRGY |
Crescent Energy Co
|
31,965 | $313,896 | |
| 8 | EXE |
EXPAND ENERGY Corp
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|
3,390 | $309,134 |
All Filings in EXE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,134 | 3,390 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $372,154 | 3,390 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $324,458 | 2,940 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $312,345 | 2,940 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $320,415 | 2,740 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $305,016 | 2,740 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||