Chevy Chase Trust
EXE

Chevy Chase Trust’s Expand Energy Corp EXE Stock Holding History

Chevy Chase Trust’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 		$10.5M Sell
115,507
-1,827
-2% -$174K 0.03% 394
2026
Q1 		$12.9M Sell
117,334
-3,429
-3% -$366K 0.04% 356
2025
Q4 		$13.3M Sell
120,763
-775
-0.6% -$85.9K 0.04% 348
2025
Q3 		$12.9M Buy
121,538
+7,151
+6% +$718K 0.04% 357
2025
Q2 		$13.4M Buy
114,387
+4,095
+4% +$457K 0.04% 345
2025
Q1 		$12.3M Buy
+110,292
New +$11.5M 0.04% 355

Other funds holding EXE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AQR Capital Management
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

Chevy Chase Trust's EXE Position: Q2 2026 in Review

Chevy Chase Trust reduced its Expand Energy Corp (EXE) stake by 1.6% in Q2 2026, selling an estimated $174K and leaving 115,507 shares worth $10.5M. The position accounts for 0.03% of the portfolio, ranked #394.

Chevy Chase Trust first reported a position in EXE in Q1 2025 and has held it in 6 quarters since. The position peaked at $13.4M in Q2 2025. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Chevy Chase Trust held 115,507 shares of Expand Energy Corp worth $10.5M as of Q2 2026.
  • Chevy Chase Trust sold 1,827 Expand Energy Corp shares in Q2 2026, an estimated $174K.
  • Expand Energy Corp made up 0.03% of Chevy Chase Trust's portfolio in Q2 2026, its #394 holding.
  • Chevy Chase Trust first reported a position in Expand Energy Corp in Q1 2025 and has held it in 6 quarters since.
  • Chevy Chase Trust's Expand Energy Corp position peaked at $13.4M in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.