Position in EXE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$206,545
-$182,954 QoQ
Shares Held
2,265
-36.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#632
of 845 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in EXE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026QTR Family Wealth, LLC holds $1,392,503 across 6 Oil & Gas E&P names. EXE ranks #5 (14.8% 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 | $206,545 | 2,265 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $389,499 | 3,548 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||