Position in EXE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$14,266,219
-$1,542,101 QoQ
Shares Held
156,445
+8.6% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#145
of 849 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 80%
Shared 1%
None 19%
Common Shares in EXE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Focus Partners Wealth holds $267,523,013 across 25 Oil & Gas E&P names. EXE ranks #4 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EOG |
Eog Resources Inc
|
777,242 | $100,831,604 | |
| 2 | TPL |
Texas Pacific Land Corp
|
188,029 | $82,289,011 | |
| 3 | COP |
Conocophillips
|
233,880 | $24,314,164 | |
| 4 | EXE |
EXPAND ENERGY Corp
This page
|
156,445 | $14,266,219 | |
| 5 | OXY |
Occidental Petroleum Corp /De/
|
230,416 | $11,191,305 | |
| 6 | DVN |
Devon Energy Corp/De
|
209,996 | $8,677,034 | |
| 7 | APA |
APA Corp
|
200,385 | $6,526,539 | |
| 8 | PR |
Permian Resources Corp
|
328,114 | $6,040,578 |
All Filings in EXE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,266,219 | 156,445 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $15,808,320 | 144,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,237,130 | 119,945 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,176,378 | 114,612 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $318,427 | 2,723 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $205,385 | 1,845 | Shares | Sole | 2025-05-20 | |
| No filing history on record for this holder in this stock. | ||||||