Position in EXE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,012
-$488 QoQ
Shares Held
44
+7.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#769
of 845 holders
Holding Since
Dec 2025
3 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, 2026Wilkerson Advisory Group LLC holds $286,058 across 7 Oil & Gas E&P names. EXE ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EOG |
Eog Resources Inc
|
883 | $114,551 | |
| 2 | COP |
Conocophillips
|
858 | $89,197 | |
| 3 | DVN |
Devon Energy Corp/De
|
1,087 | $44,914 | |
| 4 | OXY |
Occidental Petroleum Corp /De/
|
545 | $26,470 | |
| 5 | EQT |
EQT Corp
|
97 | $5,157 | |
| 6 | EXE |
EXPAND ENERGY Corp
This page
|
44 | $4,012 | |
| 7 | FANG |
Diamondback Energy, Inc.
|
10 | $1,757 |
All Filings in EXE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,012 | 44 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $4,500 | 41 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,421 | 31 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||