Retirement Wealth Solutions LLC
PensionPosition in EXE — EXPAND ENERGY Corp
CIK 2044741
MARSHFIELD, WI
Position in EXE
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$2,370
-$2,460 QoQ
Shares Held
26
-40.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#785
of 845 holders
Holding Since
Sep 2025
4 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, 2026Retirement Wealth Solutions LLC holds $48,492 across 15 Oil & Gas E&P names. EXE ranks #5 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
245 | $25,470 | |
| 2 | DVN |
Devon Energy Corp/De
|
129 | $5,330 | |
| 3 | APA |
APA Corp
|
84 | $2,735 | |
| 4 | OVV |
Ovintiv Inc.
|
51 | $2,685 | |
| 5 | EXE |
EXPAND ENERGY Corp
This page
|
26 | $2,370 | |
| 6 | NOG |
Northern Oil & Gas, Inc.
|
114 | $2,069 | |
| 7 | CNX |
CNX Resources Corp
|
48 | $1,628 | |
| 8 | PR |
Permian Resources Corp
|
59 | $1,086 |
All Filings in EXE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,370 | 26 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $4,830 | 44 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $3,752 | 34 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,549 | 24 | Shares | Sole | 2025-10-08 | |
| No filing history on record for this holder in this stock. | ||||||