Position in EXE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,331,168
+$442,529 QoQ
Shares Held
36,530
+38.8% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#274
of 845 holders
Holding Since
Jun 2024
8 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, 2026Merit Financial Group, LLC holds $33,248,970 across 23 Oil & Gas E&P names. EXE ranks #3 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
85,569 | $8,895,749 | |
| 2 | DVN |
Devon Energy Corp/De
|
115,418 | $4,769,067 | |
| 3 | EXE |
EXPAND ENERGY Corp
This page
|
36,530 | $3,331,168 | |
| 4 | EOG |
Eog Resources Inc
|
25,088 | $3,254,662 | |
| 5 | OXY |
Occidental Petroleum Corp /De/
|
51,477 | $2,500,234 | |
| 6 | FANG |
Diamondback Energy, Inc.
|
10,121 | $1,779,064 | |
| 7 | AR |
ANTERO RESOURCES Corp
|
40,207 | $1,412,871 | |
| 8 | APA |
APA Corp
|
37,478 | $1,220,656 |
All Filings in EXE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,331,168 | 36,530 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $2,888,639 | 26,313 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $2,447,451 | 22,177 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,683,688 | 15,848 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $2,003,416 | 17,132 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,926,615 | 17,307 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,764,026 | 17,720 | Shares | Sole | 2025-01-15 | |
| 2024-06-30 | $606,973 | 7,385 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||