Position in EXE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$988,590
+$762,650 QoQ
Shares Held
10,841
+294.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#412
of 844 holders
Holding Since
Sep 2024
2 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, 2026IHT Wealth Management, LLC holds $5,734,621 across 9 Oil & Gas E&P names. EXE ranks #3 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
14,610 | $1,518,855 | |
| 2 | OXY |
Occidental Petroleum Corp /De/
|
28,451 | $1,381,864 | |
| 3 | EXE |
EXPAND ENERGY Corp
This page
|
10,841 | $988,590 | |
| 4 | EOG |
Eog Resources Inc
|
4,416 | $572,887 | |
| 5 | APA |
APA Corp
|
8,689 | $283,000 | |
| 6 | BSM |
Black Stone Minerals, L.P.
|
19,011 | $265,583 | |
| 7 | DVN |
Devon Energy Corp/De
|
6,102 | $252,134 | |
| 8 | EQT |
EQT Corp
|
4,683 | $248,995 |
All Filings in EXE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $988,590 | 10,841 | Shares | Sole | 2026-08-14 | |
| 2024-09-30 | $225,940 | 2,747 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||