Position in EXE
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$465,906
New position
Shares Held
4,244
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Oil & Gas E&P
Energy · as of Mar 31, 2026Rothschild Wealth LLC holds $2,380,157 across 8 Oil & Gas E&P names. EXE ranks #1 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXE |
EXPAND ENERGY Corp
This page
|
4,244 | $465,906 | |
| 2 | DVN |
Devon Energy Corp/De
|
9,010 | $453,383 | |
| 3 | OXY |
Occidental Petroleum Corp /De/
|
5,778 | $375,570 | |
| 4 | COP |
Conocophillips
|
2,308 | $304,656 | |
| 5 | AR |
ANTERO RESOURCES Corp
|
6,610 | $280,528 | |
| 6 | OVV |
Ovintiv Inc.
|
3,801 | $225,627 | |
| 7 | EGY |
Vaalco Energy Inc /De/
|
23,568 | $149,421 | |
| 8 | EPM |
Evolution Petroleum Corp
|
27,307 | $125,066 |
All Filings in EXE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $465,906 | 4,244 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||