Position in EXE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$614,985
-$150,071 QoQ
Shares Held
6,744
-3.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#484
of 845 holders
Holding Since
Dec 2022
6 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, 2026WealthTrust Asset Management, LLC holds $2,049,243 across 2 Oil & Gas E&P names. EXE ranks #2 (30.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DVN |
Devon Energy Corp/De
|
34,711 | $1,434,258 | |
| 2 | EXE |
EXPAND ENERGY Corp
This page
|
6,744 | $614,985 |
All Filings in EXE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $614,985 | 6,744 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $765,056 | 6,969 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $773,182 | 7,006 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $770,027 | 7,248 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $881,025 | 7,534 | Shares | Sole | 2025-08-08 | |
| 2022-12-31 | $788,083 | 8,351 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||