Position in EXE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$294,265
-$246,616 QoQ
Shares Held
3,227
-34.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#584
of 849 holders
Holding Since
Dec 2023
11 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 Jun 30, 2026EverSource Wealth Advisors, LLC holds $24,392,180 across 53 Oil & Gas E&P names. EXE ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FANG |
Diamondback Energy, Inc.
|
69,039 | $12,135,669 | |
| 2 | TPL |
Texas Pacific Land Corp
|
12,827 | $5,613,603 | |
| 3 | COP |
Conocophillips
|
12,774 | $1,327,980 | |
| 4 | OXY |
Occidental Petroleum Corp /De/
|
23,220 | $1,127,790 | |
| 5 | EOG |
Eog Resources Inc
|
8,443 | $1,095,305 | |
| 6 | DVN |
Devon Energy Corp/De
|
18,029 | $744,954 | |
| 7 | EXE |
EXPAND ENERGY Corp
This page
|
3,227 | $294,265 | |
| 8 | AR |
ANTERO RESOURCES Corp
|
7,872 | $276,618 |
All Filings in EXE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,265 | 3,227 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $540,881 | 4,927 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $285,825 | 2,590 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $263,367 | 2,479 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $224,756 | 1,922 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $103,414 | 929 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $98,651 | 991 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $14,146 | 172 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $19,314 | 235 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $18,030 | 203 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $230 | 3 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||