Position in EXE
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$1,732
-$353 QoQ
Shares Held
19
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#794
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, 2026Copia Wealth Management holds $14,704 across 4 Oil & Gas E&P names. EXE ranks #4 (11.8% 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 | $1,732 | 19 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $2,085 | 19 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,648 | 24 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,549 | 24 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,806 | 24 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||