Pinnacle Wealth Planning Services, Inc.
Position in EXE — EXPAND ENERGY Corp
CIK 1726752
MANSFIELD, OH
Position in EXE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$218,947
-$24,984 QoQ
Shares Held
2,401
+8.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#621
of 844 holders
Holding Since
Jun 2025
5 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, 2026Pinnacle Wealth Planning Services, Inc. holds $4,430,846 across 32 Oil & Gas E&P names. EXE ranks #8 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
10,494 | $1,090,956 | |
| 2 | TPL |
Texas Pacific Land Corp
|
888 | $388,624 | |
| 3 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
8,664 | $342,228 | |
| 4 | DVN |
Devon Energy Corp/De
|
7,892 | $326,097 | |
| 5 | FANG |
Diamondback Energy, Inc.
|
1,596 | $280,544 | |
| 6 | CRC |
California Resources Corp
|
4,753 | $251,291 | |
| 7 | OVV |
Ovintiv Inc.
|
4,195 | $220,866 | |
| 8 | EXE |
EXPAND ENERGY Corp
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|
2,401 | $218,947 |
All Filings in EXE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,947 | 2,401 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $243,931 | 2,222 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $222,927 | 2,020 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $205,786 | 1,937 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $233,880 | 2,000 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||