Position in EXE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,748
-$1,375 QoQ
Shares Held
74
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#752
of 845 holders
Holding Since
Dec 2022
15 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, 2026Tanglewood Legacy Advisors, LLC holds $2,337,583 across 6 Oil & Gas E&P names. EXE ranks #6 (0.3% of the industry book) .
All Filings in EXE
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,748 | 74 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $8,123 | 74 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $8,166 | 74 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $7,861 | 74 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $8,653 | 74 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $8,237 | 74 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $7,366 | 74 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $6,086 | 74 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $6,082 | 74 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $6,573 | 74 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $5,693 | 74 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $6,381 | 74 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $6,192 | 74 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $5,626 | 74 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $6,983 | 74 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||