Acumen Wealth Advisors, LLC

Position in EXE — EXPAND ENERGY Corp

CIK 1939202 CHATTANOOGA, TN

Position in EXE

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$89,001

-$40,100 QoQ

Shares Held

976

-17.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#664

of 845 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Acumen Wealth Advisors, LLC holds $159,564 across 6 Oil & Gas E&P names. EXE ranks #1 (55.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXE	EXPAND ENERGY Corp This page	976	$89,001
2	EOG	Eog Resources Inc	182	$23,610
3	GPOR	Gulfport Energy Corp	100	$16,970
4	VIST	Vista Energy, S.A.B. de C.V.	185	$11,803
5	AR	ANTERO RESOURCES Corp	260	$9,136
6	COP	Conocophillips	87	$9,044

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$89,001	976	-17.0%	Shares	Sole	2026-08-03
2026-03-31	$129,101	1,176	0.0%	Shares	Sole	2026-05-13
2025-12-31	$129,783	1,176	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.