Position in EXE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,657,427
-$104,815 QoQ
Shares Held
62,040
+18.2% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#222
of 830 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in EXE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $178,472,206 across 56 Oil & Gas E&P names. EXE ranks #8 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EOG |
Eog Resources Inc
|
491,690 | $63,786,943 | |
| 2 | COP |
Conocophillips
|
263,609 | $27,404,791 | |
| 3 | DVN |
Devon Energy Corp/De
|
429,527 | $17,748,055 | |
| 4 | AR |
ANTERO RESOURCES Corp
|
302,785 | $10,639,864 | |
| 5 | OXY |
Occidental Petroleum Corp /De/
|
167,061 | $8,114,152 | |
| 6 | PR |
Permian Resources Corp
|
338,894 | $6,239,038 | |
| 7 | APA |
APA Corp
|
180,965 | $5,894,030 | |
| 8 | EXE |
EXPAND ENERGY Corp
This page
|
62,040 | $5,657,427 |
All Filings in EXE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,657,427 | 62,040 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $5,762,242 | 52,489 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,522,277 | 22,855 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,024,190 | 19,053 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $791,566 | 6,769 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $908,593 | 8,162 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $788,535 | 7,921 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $715,821 | 8,703 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $669,519 | 8,146 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $552,877 | 6,224 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $434,864 | 5,652 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $617,320 | 7,159 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $587,266 | 7,018 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $586,420 | 7,712 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $473,926 | 5,022 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $201,703 | 2,141 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||