Position in EXE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$7,568
-$1,433 QoQ
Shares Held
83
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#749
of 845 holders
Holding Since
Mar 2026
2 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, 2026Financial Life Planners holds $78,525 across 3 Oil & Gas E&P names. EXE ranks #3 (9.6% of the industry book) .
All Filings in EXE
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,568 | 83 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $9,001 | 82 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||