Position in EXE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,000,080
+$310,991 QoQ
Shares Held
10,967
+74.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#413
of 852 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in EXE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Chicago Partners Investment Group LLC holds $15,336,561 across 19 Oil & Gas E&P names. EXE ranks #6 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MNR |
Mach Natural Resources LP
|
236,304 | $2,986,882 | |
| 2 | EQT |
EQT Corp
|
32,508 | $1,728,450 | |
| 3 | OXY |
Occidental Petroleum Corp /De/
|
28,886 | $1,402,993 | |
| 4 | EOG |
Eog Resources Inc
|
10,000 | $1,297,300 | |
| 5 | COP |
Conocophillips
|
10,899 | $1,133,060 | |
| 6 | EXE |
EXPAND ENERGY Corp
This page
|
10,967 | $1,000,080 | |
| 7 | TPL |
Texas Pacific Land Corp
|
1,900 | $831,516 | |
| 8 | FANG |
Diamondback Energy, Inc.
|
4,487 | $788,724 |
All Filings in EXE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,000,080 | 10,967 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $689,089 | 6,277 | Shares | Sole | 2026-05-04 | |
| 2025-09-30 | $338,161 | 3,183 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||