Position in EXE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$11,489
-$2,343 QoQ
Shares Held
126
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#718
of 830 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026GHP Investment Advisors, Inc. holds $195,206 across 16 Oil & Gas E&P names. EXE ranks #3 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
1,073 | $111,548 | |
| 2 | APA |
APA Corp
|
1,033 | $33,644 | |
| 3 | EXE |
EXPAND ENERGY Corp
This page
|
126 | $11,489 | |
| 4 | DVN |
Devon Energy Corp/De
|
181 | $7,478 | |
| 5 | WDS |
Woodside Energy Group Ltd
|
319 | $6,163 | |
| 6 | OXY |
Occidental Petroleum Corp /De/
|
117 | $5,682 | |
| 7 | EQT |
EQT Corp
|
106 | $5,636 | |
| 8 | EOG |
Eog Resources Inc
|
41 | $5,318 |
All Filings in EXE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,489 | 126 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $13,832 | 126 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $13,905 | 126 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $13,386 | 126 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $14,734 | 126 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $14,026 | 126 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $12,543 | 126 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||