Position in EXE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$178,641
-$55,080 QoQ
Shares Held
1,959
-8.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#641
of 845 holders
Holding Since
Jun 2022
14 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $6,486,831 across 25 Oil & Gas E&P names. EXE ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
21,171 | $2,200,937 | |
| 2 | EQT |
EQT Corp
|
23,177 | $1,232,321 | |
| 3 | FANG |
Diamondback Energy, Inc.
|
5,398 | $948,860 | |
| 4 | EOG |
Eog Resources Inc
|
6,349 | $823,655 | |
| 5 | OXY |
Occidental Petroleum Corp /De/
|
8,956 | $434,992 | |
| 6 | DVN |
Devon Energy Corp/De
|
10,079 | $416,464 | |
| 7 | EXE |
EXPAND ENERGY Corp
This page
|
1,959 | $178,641 | |
| 8 | CHRD |
Chord Energy Corp
|
603 | $68,922 |
All Filings in EXE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $178,641 | 1,959 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $233,721 | 2,129 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $187,943 | 1,703 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $180,926 | 1,703 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $204,761 | 1,751 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $144,938 | 1,302 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $75,259 | 756 | Shares | Defined | 2025-02-11 | |
| 2023-12-31 | $9,848 | 128 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $19,229 | 223 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $20,752 | 248 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $16,272 | 214 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $7,077 | 75 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $7,065 | 75 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $1,622 | 20 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||