Position in EXE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$202,897
New position
Shares Held
2,225
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#637
of 845 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $3,581,460 across 4 Oil & Gas E&P names. EXE ranks #4 (5.7% of the industry book) .
All Filings in EXE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,897 | 2,225 | Shares | Sole | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||