Position in EXE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$485,130
+$27,787 QoQ
Shares Held
5,320
+27.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#520
of 845 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in EXE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026SteelPeak Wealth, LLC holds $7,543,572 across 5 Oil & Gas E&P names. EXE ranks #3 (6.4% of the industry book) .
All Filings in EXE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $485,130 | 5,320 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $457,343 | 4,166 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $462,518 | 4,191 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,166,727 | 10,982 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $831,443 | 7,110 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $253,364 | 2,276 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||