Position in EXE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,222,300
-$453,258 QoQ
Shares Held
24,370
-0.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#317
of 845 holders
Holding Since
Mar 2026
2 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, 2026Retirement Planning Group, LLC holds $4,394,697 across 6 Oil & Gas E&P names. EXE ranks #1 (50.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXE |
EXPAND ENERGY Corp
This page
|
24,370 | $2,222,300 | |
| 2 | COP |
Conocophillips
|
13,302 | $1,382,875 | |
| 3 | APA |
APA Corp
|
8,077 | $263,067 | |
| 4 | DVN |
Devon Energy Corp/De
|
5,647 | $233,334 | |
| 5 | OXY |
Occidental Petroleum Corp /De/
|
4,341 | $210,842 | |
| 6 | PROP |
Prairie Operating Co.
|
113,961 | $82,279 |
All Filings in EXE
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,222,300 | 24,370 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,675,558 | 24,372 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||