Position in EXE
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$30,913
-$5,643 QoQ
Shares Held
339
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#698
of 844 holders
Holding Since
Sep 2025
4 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, 2026Abound Wealth Management holds $129,552 across 17 Oil & Gas E&P names. EXE ranks #2 (23.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OVV |
Ovintiv Inc.
|
1,008 | $53,071 | |
| 2 | EXE |
EXPAND ENERGY Corp
This page
|
339 | $30,913 | |
| 3 | COP |
Conocophillips
|
283 | $29,420 | |
| 4 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
136 | $5,372 | |
| 5 | FANG |
Diamondback Energy, Inc.
|
26 | $4,570 | |
| 6 | DVN |
Devon Energy Corp/De
|
32 | $1,322 | |
| 7 | APA |
APA Corp
|
40 | $1,302 | |
| 8 | EQT |
EQT Corp
|
24 | $1,276 |
All Filings in EXE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,913 | 339 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $36,556 | 333 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $32,776 | 297 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $3,187 | 30 | Shares | Sole | 2025-10-10 | |
| No filing history on record for this holder in this stock. | ||||||