Position in EXE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$8,115
-$9,651 QoQ
Shares Held
89
-55.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#748
of 845 holders
Holding Since
Mar 2024
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, 2026LifeSteps Financial, Inc. holds $95,118 across 9 Oil & Gas E&P names. EXE ranks #7 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
532 | $21,014 | |
| 2 | COP |
Conocophillips
|
168 | $17,465 | |
| 3 | OXY |
Occidental Petroleum Corp /De/
|
239 | $11,608 | |
| 4 | CHRD |
Chord Energy Corp
|
100 | $11,430 | |
| 5 | EOG |
Eog Resources Inc
|
66 | $8,562 | |
| 6 | DVN |
Devon Energy Corp/De
|
200 | $8,264 | |
| 7 | EXE |
EXPAND ENERGY Corp
This page
|
89 | $8,115 | |
| 8 | EQT |
EQT Corp
|
110 | $5,848 |
All Filings in EXE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,115 | 89 | Shares | Sole | 2026-07-17 | |
| 2024-03-31 | $17,766 | 200 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||