Position in EXE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$15,076,622
+$7,721,473 QoQ
Shares Held
165,332
+146.8% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#138
of 844 holders
Holding Since
Jun 2022
12 quarters on record
Voting authority
Sole 9%
Shared 30%
None 61%
Common Shares in EXE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Cerity Partners LLC holds $217,390,751 across 34 Oil & Gas E&P names. EXE ranks #5 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
424,765 | $44,158,568 | |
| 2 | EOG |
Eog Resources Inc
|
181,187 | $23,505,388 | |
| 3 | DVN |
Devon Energy Corp/De
|
488,722 | $20,193,991 | |
| 4 | AR |
ANTERO RESOURCES Corp
|
494,027 | $17,360,107 | |
| 5 | EXE |
EXPAND ENERGY Corp
This page
|
165,332 | $15,076,622 | |
| 6 | TPL |
Texas Pacific Land Corp
|
33,222 | $14,539,275 | |
| 7 | OXY |
Occidental Petroleum Corp /De/
|
271,384 | $13,181,120 | |
| 8 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
309,112 | $12,209,923 |
All Filings in EXE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,076,622 | 165,332 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $7,355,149 | 66,999 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,145,699 | 28,504 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $2,513,107 | 23,655 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,394,509 | 11,925 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $574,299 | 5,159 | Shares | Other | 2025-04-30 | |
| 2024-12-31 | $843,188 | 8,470 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $383,860 | 4,667 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $285,528 | 3,474 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $463,603 | 5,219 | Shares | Sole | 2024-05-14 | |
| 2022-09-30 | $225,727 | 2,396 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $200,398 | 2,471 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||