Position in EXE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,348,952
+$2,998,645 QoQ
Shares Held
36,725
+1050.9% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#270
of 845 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in EXE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Lido Advisors, LLC holds $73,121,985 across 23 Oil & Gas E&P names. EXE ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
302,564 | $31,454,552 | |
| 2 | TPL |
Texas Pacific Land Corp
|
36,301 | $15,886,769 | |
| 3 | OXY |
Occidental Petroleum Corp /De/
|
83,584 | $4,059,674 | |
| 4 | PR |
Permian Resources Corp
|
220,064 | $4,051,378 | |
| 5 | EXE |
EXPAND ENERGY Corp
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|
36,725 | $3,348,952 | |
| 6 | EOG |
Eog Resources Inc
|
25,289 | $3,280,740 | |
| 7 | DVN |
Devon Energy Corp/De
|
56,527 | $2,335,695 | |
| 8 | OVV |
Ovintiv Inc.
|
43,089 | $2,268,634 |
All Filings in EXE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,348,952 | 36,725 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $350,307 | 3,191 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||