Position in EXE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,194
-$855 QoQ
Shares Held
46
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#767
of 845 holders
Holding Since
Dec 2024
7 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, 2026Asset Planning,Inc holds $130,306 across 6 Oil & Gas E&P names. EXE ranks #6 (3.2% of the industry book) .
All Filings in EXE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,194 | 46 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $5,049 | 46 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,759 | 25 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,656 | 25 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,923 | 25 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,894 | 26 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,588 | 26 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||