Position in EXE
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$196,557,796
+$46,857,768 QoQ
Shares Held
1,790,470
+32.0% QoQ
Ownership
0.748%
of shares outstanding
% of Portfolio
3.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Mar 31, 2026Phoenix Financial Ltd. holds $201,948,426 across 8 Oil & Gas E&P names. EXE ranks #1 (97.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXE |
EXPAND ENERGY Corp
This page
|
1,790,470 | $196,557,796 | |
| 2 | COP |
Conocophillips
|
14,531 | $1,918,092 | |
| 3 | APA |
APA Corp
|
25,956 | $1,101,572 | |
| 4 | EOG |
Eog Resources Inc
|
6,713 | $970,497 | |
| 5 | AR |
ANTERO RESOURCES Corp
|
12,223 | $518,744 | |
| 6 | DVN |
Devon Energy Corp/De
|
6,413 | $322,702 | |
| 7 | TPL |
Texas Pacific Land Corp
|
617 | $292,803 | |
| 8 | CTRA |
Coterra Energy Inc.
|
7,576 | $266,220 |
All Filings in EXE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $196,557,796 | 1,790,470 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $149,700,028 | 1,356,470 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $169,782,249 | 1,598,101 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||