Position in EXE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$371,234
-$94,672 QoQ
Shares Held
4,071
-4.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#556
of 851 holders
Holding Since
Mar 2026
2 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, 2026Rothschild Wealth LLC holds $2,475,259 across 9 Oil & Gas E&P names. EXE ranks #2 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DVN |
Devon Energy Corp/De
|
11,915 | $492,327 | |
| 2 | EXE |
EXPAND ENERGY Corp
This page
|
4,071 | $371,234 | |
| 3 | EOG |
Eog Resources Inc
|
2,617 | $339,503 | |
| 4 | OXY |
Occidental Petroleum Corp /De/
|
6,642 | $322,601 | |
| 5 | AR |
ANTERO RESOURCES Corp
|
7,533 | $264,709 | |
| 6 | COP |
Conocophillips
|
2,538 | $263,850 | |
| 7 | OVV |
Ovintiv Inc.
|
3,853 | $202,860 | |
| 8 | EGY |
Vaalco Energy Inc /De/
|
23,578 | $119,776 |
All Filings in EXE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $371,234 | 4,071 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $465,906 | 4,244 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||