Position in EXE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,699,052
+$9,758 QoQ
Shares Held
18,632
+21.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#344
of 845 holders
Holding Since
Jun 2023
9 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, 2026PINNACLE ASSOCIATES LTD holds $30,306,749 across 10 Oil & Gas E&P names. EXE ranks #6 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
88,806 | $9,232,271 | |
| 2 | FANG |
Diamondback Energy, Inc.
|
31,728 | $5,577,147 | |
| 3 | AR |
ANTERO RESOURCES Corp
|
126,750 | $4,453,995 | |
| 4 | DVN |
Devon Energy Corp/De
|
102,488 | $4,234,804 | |
| 5 | EOG |
Eog Resources Inc
|
15,360 | $1,992,652 | |
| 6 | EXE |
EXPAND ENERGY Corp
This page
|
18,632 | $1,699,052 | |
| 7 | TPL |
Texas Pacific Land Corp
|
2,970 | $1,299,790 | |
| 8 | OXY |
Occidental Petroleum Corp /De/
|
18,844 | $915,253 |
All Filings in EXE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,699,052 | 18,632 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,689,294 | 15,388 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $884,645 | 8,016 | Shares | Sole | 2026-02-05 | |
| 2024-09-30 | $4,306,856 | 52,363 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $4,236,894 | 51,550 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,617,383 | 51,980 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $4,028,809 | 52,363 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $4,515,261 | 52,363 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $4,383,409 | 52,383 | Shares | Sole | 2023-07-27 | |
| No filing history on record for this holder in this stock. | ||||||