Position in EXE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,574,465
+$9,580 QoQ
Shares Held
39,198
+20.7% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#264
of 845 holders
Holding Since
Jun 2025
4 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $19,805,375 across 12 Oil & Gas E&P names. EXE ranks #2 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
66,700 | $6,934,132 | |
| 2 | EXE |
EXPAND ENERGY Corp
This page
|
39,198 | $3,574,465 | |
| 3 | DVN |
Devon Energy Corp/De
|
47,366 | $1,957,163 | |
| 4 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
39,297 | $1,552,231 | |
| 5 | FANG |
Diamondback Energy, Inc.
|
8,492 | $1,492,723 | |
| 6 | TPL |
Texas Pacific Land Corp
|
2,513 | $1,099,789 | |
| 7 | EOG |
Eog Resources Inc
|
6,955 | $902,272 | |
| 8 | APA |
APA Corp
|
25,459 | $829,199 |
All Filings in EXE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,574,465 | 39,198 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,564,885 | 32,473 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $421,575 | 3,820 | Shares | Sole | 2026-02-12 | |
| 2025-06-30 | $20,815 | 178 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||