Position in EXE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$561,092
-$34,464 QoQ
Shares Held
6,153
+13.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#498
of 845 holders
Holding Since
Mar 2025
5 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, 2026Mattson Financial Services, LLC holds $4,553,499 across 4 Oil & Gas E&P names. EXE ranks #3 (12.3% of the industry book) .
All Filings in EXE
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $561,092 | 6,153 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $595,556 | 5,425 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $359,221 | 3,255 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $229,690 | 2,162 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $217,295 | 1,952 | Shares | Sole | 2025-05-22 | |
| No filing history on record for this holder in this stock. | ||||||