Position in EXE
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$540,881
+$255,056 QoQ
Shares Held
4,927
+90.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in EXE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $32,458,136 across 51 Oil & Gas E&P names. EXE ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FANG |
Diamondback Energy, Inc.
|
70,254 | $13,895,530 | |
| 2 | TPL |
Texas Pacific Land Corp
|
13,243 | $6,284,592 | |
| 3 | COP |
Conocophillips
|
20,267 | $2,675,244 | |
| 4 | OXY |
Occidental Petroleum Corp /De/
|
37,935 | $2,465,775 | |
| 5 | EOG |
Eog Resources Inc
|
11,953 | $1,728,037 | |
| 6 | DVN |
Devon Energy Corp/De
|
27,934 | $1,405,633 | |
| 7 | EXE |
EXPAND ENERGY Corp
This page
|
4,927 | $540,881 | |
| 8 | EQT |
EQT Corp
|
6,154 | $391,633 |
All Filings in EXE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||