Position in EXE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$215,117
+$12,793 QoQ
Shares Held
2,359
+28.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#626
of 845 holders
Holding Since
Mar 2026
2 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, 2026Legacy Financial Advisors, Inc. holds $3,800,571 across 7 Oil & Gas E&P names. EXE ranks #7 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
17,262 | $1,794,557 | |
| 2 | DVN |
Devon Energy Corp/De
|
13,433 | $555,051 | |
| 3 | EOG |
Eog Resources Inc
|
3,462 | $449,125 | |
| 4 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
7,447 | $294,156 | |
| 5 | OXY |
Occidental Petroleum Corp /De/
|
5,560 | $270,049 | |
| 6 | EQT |
EQT Corp
|
4,185 | $222,516 | |
| 7 | EXE |
EXPAND ENERGY Corp
This page
|
2,359 | $215,117 |
All Filings in EXE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,117 | 2,359 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $202,324 | 1,843 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||