Position in EXE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,189,663
-$304,881 QoQ
Shares Held
13,046
-4.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#392
of 845 holders
Holding Since
Dec 2021
18 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, 2026Independent Advisor Alliance holds $27,960,991 across 16 Oil & Gas E&P names. EXE ranks #8 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
60,136 | $6,251,738 | |
| 2 | TPL |
Texas Pacific Land Corp
|
11,059 | $4,839,860 | |
| 3 | EOG |
Eog Resources Inc
|
22,953 | $2,977,692 | |
| 4 | DVN |
Devon Energy Corp/De
|
54,434 | $2,249,212 | |
| 5 | DMLP |
Dorchester Minerals, L.P.
|
83,550 | $2,109,637 | |
| 6 | AR |
ANTERO RESOURCES Corp
|
59,482 | $2,090,196 | |
| 7 | OXY |
Occidental Petroleum Corp /De/
|
27,365 | $1,329,117 | |
| 8 | EXE |
EXPAND ENERGY Corp
This page
|
13,046 | $1,189,663 |
All Filings in EXE
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,189,663 | 13,046 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,494,544 | 13,614 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,955,026 | 17,715 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,960,977 | 18,458 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,180,930 | 18,650 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,157,047 | 19,377 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,040,974 | 20,502 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $613,831 | 7,463 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $596,862 | 7,262 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $970,290 | 10,923 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $836,414 | 10,871 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $704,585 | 8,171 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $683,749 | 8,171 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $613,718 | 8,071 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $544,816 | 5,783 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $579,783 | 7,149 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $516,519 | 5,937 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $358,860 | 5,562 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||