Position in EXE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$14,134
-$2,772 QoQ
Shares Held
155
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#720
of 845 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026VISION FINANCIAL MARKETS LLC holds $52,307 across 5 Oil & Gas E&P names. EXE ranks #2 (27.0% of the industry book) .
All Filings in EXE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,134 | 155 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $16,906 | 154 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $16,995 | 154 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $16,254 | 153 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $17,774 | 152 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $16,809 | 151 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||