AFFINITY INVESTMENT ADVISORS, LLC
Position in EXE — EXPAND ENERGY Corp
CIK 1520601
NEWPORT BEACH, CA
Position in EXE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$588,813
+$291,660 QoQ
Shares Held
6,457
+130.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#488
of 845 holders
Holding Since
Jun 2025
3 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, 2026AFFINITY INVESTMENT ADVISORS, LLC holds $1,384,630 across 3 Oil & Gas E&P names. EXE ranks #1 (42.5% of the industry book) .
All Filings in EXE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $588,813 | 6,457 | Shares | Sole | 2026-08-05 | |
| 2025-09-30 | $297,153 | 2,797 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $303,693 | 2,597 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||