Position in EXE
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$149,300
+$87,389 QoQ
Shares Held
1,360
+142.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Mar 31, 2026Root Financial Partners, LLC holds $1,959,329 across 37 Oil & Gas E&P names. EXE ranks #5 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
2,276 | $300,432 | |
| 2 | TPL |
Texas Pacific Land Corp
|
494 | $234,432 | |
| 3 | OXY |
Occidental Petroleum Corp /De/
|
2,958 | $192,270 | |
| 4 | EOG |
Eog Resources Inc
|
1,328 | $191,988 | |
| 5 | EXE |
EXPAND ENERGY Corp
This page
|
1,360 | $149,300 | |
| 6 | CTRA |
Coterra Energy Inc.
|
2,848 | $100,078 | |
| 7 | PR |
Permian Resources Corp
|
4,505 | $96,046 | |
| 8 | AR |
ANTERO RESOURCES Corp
|
2,201 | $93,410 |
All Filings in EXE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $149,300 | 1,360 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $61,911 | 561 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $47,383 | 446 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||