Position in EXE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$476,741
-$18,805 QoQ
Shares Held
5,228
+15.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#524
of 845 holders
Holding Since
Jun 2025
5 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 Jun 30, 2026NEW WAVE WEALTH ADVISORS LLC holds $2,975,221 across 3 Oil & Gas E&P names. EXE ranks #3 (16.0% 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 | $476,741 | 5,228 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $495,546 | 4,514 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $475,430 | 4,308 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $431,971 | 4,066 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $475,478 | 4,066 | Shares | Sole | 2025-07-18 | |
| No filing history on record for this holder in this stock. | ||||||