Position in EXE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$573,676
-$4,915,324 QoQ
Shares Held
56,290
+12.6% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#495
of 845 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXE Over Time
Shares Held
Position Value (USD)
Derivatives in EXE
reported options exposure · as of Jun 30, 2022CallValue
$0
CallShares
0
PutValue
$3,000
PutShares
500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026West Family Investments, Inc. holds $2,330,275 across 5 Oil & Gas E&P names. EXE ranks #2 (24.6% of the industry book) .
All Filings in EXE
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $573,676 | 56,290 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,489,000 | 50,000 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $5,518,000 | 50,000 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,312,000 | 50,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $117 | 50,000 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,566,000 | 50,000 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,977,500 | 50,000 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,112,500 | 50,000 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $4,109,500 | 50,000 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $4,441,500 | 50,000 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,847,000 | 50,000 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,311,500 | 50,000 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $4,184,000 | 50,000 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $3,802,000 | 50,000 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $4,718,500 | 50,000 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $4,710,500 | 50,000 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $4,055,000 | 50,000 | Shares | Sole | 2022-08-12 | |
| 2022-06-30 | $3,000 | 500 | Put | Sole | 2022-08-12 | |
| 2022-03-31 | $4,350,000 | 50,000 | Shares | Sole | 2022-05-13 | |
| 2022-03-31 | $43,500 | 500 | Put | Sole | 2022-05-13 | |
| 2021-12-31 | $3,226,000 | 50,000 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||