Oliver Lagore Vanvalin Investment Group’s Expand Energy Corp EXE Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025 Q2	$11.7K	Buy	+105	New	+$11.7K	﹤0.01%	406
2024 Q4	$10.5K	Hold	105	–	–	﹤0.01%	436
2024 Q3	$8.64K	Hold	105	–	–	﹤0.01%	446
2024 Q2	$8.63K	Hold	105	–	–	﹤0.01%	441
2024 Q1	$9.33K	Hold	105	–	–	﹤0.01%	423
2023 Q4	$8.08K	Hold	105	–	–	﹤0.01%	449
2023 Q3	$9.05K	Hold	105	–	–	﹤0.01%	454
2023 Q2	$8.79K	Hold	105	–	–	﹤0.01%	485
2023 Q1	$7.98K	Hold	105	–	–	﹤0.01%	416
2022 Q4	$9.91K	Hold	105	–	–	0.01%	361
2022 Q3	$10K	Buy	+105	New	+$9.86K	0.01%	346

Other funds holding EXE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's EXE Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Expand Energy Corp (EXE) in Q2 2025: 105 shares worth $11.7K. The stake represents ﹤0.01% of the portfolio and ranks #406 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in EXE as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in EXE in Q3 2022 and has held it in 11 quarters since. 810 funds tracked by Wall St. Rank hold EXE as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 105 shares of Expand Energy Corp worth $11.7K as of Q2 2025.
Expand Energy Corp was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Expand Energy Corp made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #406 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Expand Energy Corp in Q3 2022 and has held it in 11 quarters since.
810 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.