Position in EXE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$547
-$111 QoQ
Shares Held
6
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#819
of 845 holders
Holding Since
Dec 2025
3 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, 2026Sunrise Financial Services, LLC holds $15,244 across 9 Oil & Gas E&P names. EXE ranks #7 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
35 | $3,638 | |
| 2 | MGY |
Magnolia Oil & Gas Corp
|
123 | $3,146 | |
| 3 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
57 | $2,251 | |
| 4 | FANG |
Diamondback Energy, Inc.
|
12 | $2,109 | |
| 5 | PR |
Permian Resources Corp
|
86 | $1,583 | |
| 6 | MTDR |
Matador Resources Co
|
24 | $1,194 | |
| 7 | EXE |
EXPAND ENERGY Corp
This page
|
6 | $547 | |
| 8 | CHRD |
Chord Energy Corp
|
4 | $457 |
All Filings in EXE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $547 | 6 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $658 | 6 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $662 | 6 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||