Position in EXE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$304,939
New position
Shares Held
3,344
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#577
of 845 holders
Holding Since
Jun 2026
1 quarter on record
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Simplicity Wealth,LLC holds $4,568,612 across 9 Oil & Gas E&P names. EXE ranks #6 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
18,079 | $1,879,492 | |
| 2 | EOG |
Eog Resources Inc
|
5,116 | $663,698 | |
| 3 | DVN |
Devon Energy Corp/De
|
15,044 | $621,618 | |
| 4 | APA |
APA Corp
|
9,433 | $307,232 | |
| 5 | OXY |
Occidental Petroleum Corp /De/
|
6,287 | $305,359 | |
| 6 | EXE |
EXPAND ENERGY Corp
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|
3,344 | $304,939 | |
| 7 | CRK |
Comstock Resources Inc
|
14,906 | $222,397 | |
| 8 | EQT |
EQT Corp
|
3,997 | $212,520 |
All Filings in EXE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,939 | 3,344 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||