Position in EXE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,021,489
-$615,961 QoQ
Shares Held
33,134
0.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#289
of 845 holders
Holding Since
Mar 2025
6 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, 2026Crewe Advisors LLC holds $7,247,856 across 13 Oil & Gas E&P names. EXE ranks #2 (41.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQT |
EQT Corp
|
75,202 | $3,998,490 | |
| 2 | EXE |
EXPAND ENERGY Corp
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|
33,134 | $3,021,489 | |
| 3 | COP |
Conocophillips
|
1,185 | $123,192 | |
| 4 | OXY |
Occidental Petroleum Corp /De/
|
479 | $23,265 | |
| 5 | DMLP |
Dorchester Minerals, L.P.
|
866 | $21,866 | |
| 6 | DVN |
Devon Energy Corp/De
|
419 | $17,313 | |
| 7 | VTS |
Vitesse Energy, Inc.
|
888 | $14,003 | |
| 8 | FANG |
Diamondback Energy, Inc.
|
48 | $8,437 |
All Filings in EXE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,021,489 | 33,134 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,637,450 | 33,134 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,041,025 | 9,433 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,002,161 | 9,433 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,103,095 | 9,433 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,050,081 | 9,433 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||