Position in EXE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,996,513
-$206,332 QoQ
Shares Held
21,894
+9.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
#330
of 845 holders
Holding Since
Dec 2024
7 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, 2026Orca Wealth Management, LLC holds $3,554,700 across 2 Oil & Gas E&P names. EXE ranks #1 (56.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXE |
EXPAND ENERGY Corp
This page
|
21,894 | $1,996,513 | |
| 2 | EOG |
Eog Resources Inc
|
12,011 | $1,558,187 |
All Filings in EXE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,996,513 | 21,894 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,202,845 | 20,066 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,167,911 | 19,644 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,021,640 | 19,029 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,219,287 | 18,978 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,111,072 | 18,964 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,887,468 | 18,960 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||