Position in EXE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$271,290
-$15,565 QoQ
Shares Held
2,975
+13.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#598
of 845 holders
Holding Since
Sep 2022
4 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in EXE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $3,393,316 across 8 Oil & Gas E&P names. EXE ranks #5 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
10,774 | $1,120,065 | |
| 2 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
15,056 | $594,712 | |
| 3 | EOG |
Eog Resources Inc
|
3,296 | $427,590 | |
| 4 | MTDR |
Matador Resources Co
|
6,417 | $319,438 | |
| 5 | EXE |
EXPAND ENERGY Corp
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|
2,975 | $271,290 | |
| 6 | FANG |
Diamondback Energy, Inc.
|
1,301 | $228,689 | |
| 7 | CHRD |
Chord Energy Corp
|
1,941 | $221,856 | |
| 8 | OXY |
Occidental Petroleum Corp /De/
|
4,317 | $209,676 |
All Filings in EXE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,290 | 2,975 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $286,855 | 2,613 | Shares | Sole | 2026-04-30 | |
| 2022-12-31 | $202,801 | 2,149 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $201,326 | 2,137 | Shares | Defined | 2022-11-01 | |
| No filing history on record for this holder in this stock. | ||||||