Position in EXE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$424,307
+$59,289 QoQ
Shares Held
4,653
+39.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#542
of 845 holders
Holding Since
Mar 2021
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, 2026Wealthcare Advisory Partners LLC holds $3,272,788 across 7 Oil & Gas E&P names. EXE ranks #4 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQT |
EQT Corp
|
20,094 | $1,068,397 | |
| 2 | COP |
Conocophillips
|
6,469 | $672,517 | |
| 3 | RRC |
Range Resources Corp
|
16,953 | $630,482 | |
| 4 | EXE |
EXPAND ENERGY Corp
This page
|
4,653 | $424,307 | |
| 5 | EOG |
Eog Resources Inc
|
1,842 | $238,962 | |
| 6 | FANG |
Diamondback Energy, Inc.
|
1,201 | $211,111 | |
| 7 | REI |
Ring Energy, Inc.
|
25,012 | $27,012 |
All Filings in EXE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $424,307 | 4,653 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $365,018 | 3,325 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $370,478 | 3,357 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $366,740 | 3,452 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $364,151 | 3,114 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $347,429 | 3,121 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $303,926 | 3,053 | Shares | Sole | 2025-01-15 | |
| 2021-03-31 | $86 | 2 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||