Position in EXE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$105,142
+$84,175 QoQ
Shares Held
1,153
+503.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#656
of 844 holders
Holding Since
Dec 2023
11 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, 2026Private Wealth Management Group, LLC holds $494,056 across 25 Oil & Gas E&P names. EXE ranks #2 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
1,308 | $135,979 | |
| 2 | EXE |
EXPAND ENERGY Corp
This page
|
1,153 | $105,142 | |
| 3 | RRC |
Range Resources Corp
|
2,457 | $91,375 | |
| 4 | DVN |
Devon Energy Corp/De
|
567 | $23,428 | |
| 5 | FANG |
Diamondback Energy, Inc.
|
103 | $18,105 | |
| 6 | CNX |
CNX Resources Corp
|
497 | $16,863 | |
| 7 | OXY |
Occidental Petroleum Corp /De/
|
280 | $13,599 | |
| 8 | TPL |
Texas Pacific Land Corp
|
30 | $13,129 |
All Filings in EXE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $105,142 | 1,153 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $20,967 | 191 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $16,554 | 150 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $15,936 | 150 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $17,541 | 150 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $16,698 | 150 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $14,932 | 150 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,454 | 42 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $6,986 | 85 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,464 | 39 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,000 | 39 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||