Position in EXE
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$995,977
+$111,700 QoQ
Shares Held
10,922
+35.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#58
of 227 holders
Holding Since
Mar 2024
10 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, 2026Avior Wealth Management, LLC holds $6,294,192 across 8 Oil & Gas E&P names. EXE ranks #2 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
21,050 | $2,188,358 | |
| 2 | EXE |
EXPAND ENERGY Corp
This page
|
10,922 | $995,977 | |
| 3 | RRC |
Range Resources Corp
|
19,625 | $729,853 | |
| 4 | OXY |
Occidental Petroleum Corp /De/
|
14,847 | $721,118 | |
| 5 | EOG |
Eog Resources Inc
|
4,622 | $599,612 | |
| 6 | EQT |
EQT Corp
|
9,953 | $529,201 | |
| 7 | PR |
Permian Resources Corp
|
15,061 | $277,273 | |
| 8 | MNR |
Mach Natural Resources LP
|
20,000 | $252,800 |
All Filings in EXE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $995,977 | 10,922 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $884,277 | 8,055 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $961,897 | 8,716 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $293,116 | 2,759 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $322,052 | 2,754 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $557,156 | 5,005 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $710,587 | 7,138 | Shares | Other | 2025-01-17 | |
| 2024-09-30 | $411,250 | 5,000 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $411,114 | 5,002 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $451,345 | 5,081 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||