Philip James Wealth Mangement, LLC

Position in EXE — EXPAND ENERGY Corp

CIK 2002630 MILTON, GA

Position in EXE

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$380,262

-$148,877 QoQ

Shares Held

4,170

-13.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#551

of 845 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Philip James Wealth Mangement, LLC holds $33,258,775 across 5 Oil & Gas E&P names. EXE ranks #4 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OXY	Occidental Petroleum Corp /De/	419,153	$20,358,261
2	COP	Conocophillips	63,925	$6,645,643
3	DVN	Devon Energy Corp/De	136,860	$5,655,055
4	EXE	EXPAND ENERGY Corp This page	4,170	$380,262
5	APA	APA Corp	6,741	$219,554

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$380,262	4,170	-13.5%	Shares	Sole	2026-07-27
2026-03-31	$529,139	4,820	-0.5%	Shares	Sole	2026-04-28
2025-12-31	$534,804	4,846	+7.0%	Shares	Sole	2026-01-20
2025-09-30	$481,160	4,529	+66.6%	Shares	Sole	2025-10-24
2025-06-30	$317,842	2,718	+0.8%	Shares	Sole	2025-07-18
2025-03-31	$300,230	2,697	—	Shares	Sole	2025-04-24
No filing history on record for this holder in this stock.