Position in EXE
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$3,498,504
-$398,137 QoQ
Shares Held
38,365
+8.1% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#268
of 845 holders
Holding Since
Dec 2021
18 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, 2026Gradient Investments LLC holds $54,327,785 across 7 Oil & Gas E&P names. EXE ranks #3 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
281,600 | $29,275,136 | |
| 2 | EOG |
Eog Resources Inc
|
130,949 | $16,988,013 | |
| 3 | EXE |
EXPAND ENERGY Corp
This page
|
38,365 | $3,498,504 | |
| 4 | OXY |
Occidental Petroleum Corp /De/
|
28,300 | $1,374,531 | |
| 5 | AR |
ANTERO RESOURCES Corp
|
37,897 | $1,331,700 | |
| 6 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
23,585 | $931,607 | |
| 7 | FANG |
Diamondback Energy, Inc.
|
5,281 | $928,294 |
All Filings in EXE
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,498,504 | 38,365 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $3,896,641 | 35,495 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,931,079 | 17,498 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,842,201 | 17,340 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $2,103,867 | 17,991 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $2,265,250 | 20,349 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,255,703 | 22,659 | Shares | Sole | 2025-01-21 | |
| 2024-06-30 | $82 | 1 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,065 | 12 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $923 | 12 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,034 | 12 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $83 | 1 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $76 | 1 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $94 | 1 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $94 | 1 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $81 | 1 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $87 | 1 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $64 | 1 | Shares | Sole | 2022-01-12 | |
| No filing history on record for this holder in this stock. | ||||||