Position in EXE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$15,808,320
+$2,571,190 QoQ
Shares Held
144,000
+20.1% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 82.91563446187725.ToString("F0")%
Shared 0.3220478943022296.ToString("F0")%
None 16.762317643820534.ToString("F0")%
Common Shares in EXE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Mar 31, 2026Focus Partners Wealth holds $233,651,615 across 25 Oil & Gas E&P names. EXE ranks #4 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TPL |
Texas Pacific Land Corp
|
188,893 | $89,641,062 | |
| 2 | EOG |
Eog Resources Inc
|
247,293 | $35,751,149 | |
| 3 | COP |
Conocophillips
|
245,507 | $32,406,924 | |
| 4 | EXE |
EXPAND ENERGY Corp
This page
|
144,000 | $15,808,320 | |
| 5 | OXY |
Occidental Petroleum Corp /De/
|
179,793 | $11,686,545 | |
| 6 | DVN |
Devon Energy Corp/De
|
230,900 | $11,618,888 | |
| 7 | SM |
SM Energy Co
|
214,973 | $6,702,858 | |
| 8 | PR |
Permian Resources Corp
|
295,240 | $6,294,516 |
All Filings in EXE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||