Position in EXE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$16,108,019
-$2,605,505 QoQ
Shares Held
146,730
-13.5% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 70.23785183670688.ToString("F0")%
Shared 0.ToString("F0")%
None 29.762148163293123.ToString("F0")%
Common Shares in EXE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Mar 31, 2026CSM Advisors, LLC holds $116,374,513 across 12 Oil & Gas E&P names. EXE ranks #2 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EOG |
Eog Resources Inc
|
249,841 | $36,119,513 | |
| 2 | EXE |
EXPAND ENERGY Corp
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|
146,730 | $16,108,019 | |
| 3 | WCPRF |
Whitecap Resources Inc.
|
990,247 | $11,150,181 | |
| 4 | TALO |
Talos Energy Inc.
|
664,781 | $10,476,948 | |
| 5 | MUR |
Murphy Oil Corp
|
246,647 | $10,174,188 | |
| 6 | SM |
SM Energy Co
|
259,682 | $8,096,884 | |
| 7 | EGY |
Vaalco Energy Inc /De/
|
1,221,296 | $7,743,016 | |
| 8 | GPOR |
Gulfport Energy Corp
|
32,943 | $6,969,750 |
All Filings in EXE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,108,019 | 146,730 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,713,524 | 169,568 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $20,099,226 | 189,187 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||