Position in EXE
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$689,089
+$350,928 QoQ
Shares Held
6,277
+97.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in EXE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Mar 31, 2026Chicago Partners Investment Group LLC holds $14,353,669 across 15 Oil & Gas E&P names. EXE ranks #7 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MNR |
Mach Natural Resources LP
|
247,255 | $3,461,570 | |
| 2 | EQT |
EQT Corp
|
33,928 | $2,159,177 | |
| 3 | COP |
Conocophillips
|
10,963 | $1,447,116 | |
| 4 | OXY |
Occidental Petroleum Corp /De/
|
19,137 | $1,243,905 | |
| 5 | FANG |
Diamondback Energy, Inc.
|
4,162 | $823,201 | |
| 6 | DVN |
Devon Energy Corp/De
|
14,764 | $742,924 | |
| 7 | EXE |
EXPAND ENERGY Corp
This page
|
6,277 | $689,089 | |
| 8 | EOG |
Eog Resources Inc
|
4,707 | $680,490 |
All Filings in EXE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||