Cheviot Value Management’s Expand Energy Corp EXE Stock Holding History

Cheviot Value Management’s Portfolio EXE Stock Details EXE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$24.2K	Hold	265	–	–	﹤0.01%	253
2026 Q1	$29.1K	Hold	265	–	–	﹤0.01%	228
2025 Q4	$29.1K	Hold	265	–	–	﹤0.01%	227
2025 Q3	$26.8K	Hold	265	–	–	﹤0.01%	248
2025 Q2	$26.3K	Hold	265	–	–	﹤0.01%	228
2025 Q1	$28.7K	Buy	+265	New	+$27.6K	﹤0.01%	214

Other funds holding EXE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Cheviot Value Management's EXE Position: Q2 2026 in Review

Cheviot Value Management held its Expand Energy Corp (EXE) position steady in Q2 2026 at 265 shares worth $24.2K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

Cheviot Value Management first reported a position in EXE in Q1 2025 and has held it in 6 quarters since. The position peaked at $29.1K in Q1 2026. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Cheviot Value Management held 265 shares of Expand Energy Corp worth $24.2K as of Q2 2026.
Cheviot Value Management left its Expand Energy Corp share count unchanged in Q2 2026.
Expand Energy Corp made up ﹤0.01% of Cheviot Value Management's portfolio in Q2 2026, its #253 holding.
Cheviot Value Management first reported a position in Expand Energy Corp in Q1 2025 and has held it in 6 quarters since.
Cheviot Value Management's Expand Energy Corp position peaked at $29.1K in Q1 2026.
851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.