Philip James Wealth Mangement’s Expand Energy Corp EXE Stock Holding History

Philip James Wealth Mangement’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	$380K	Sell	4,170 -650	-13%	-$61.7K	0.04%	115
2026 Q1	$529K	Sell	4,820 -26	-0.5%	-$2.78K	0.06%	107
2025 Q4	$535K	Buy	4,846 +317	+7%	+$35.2K	0.06%	112
2025 Q3	$481K	Buy	4,529 +1,811	+67%	+$182K	0.06%	117
2025 Q2	$318K	Buy	2,718 +21	+0.8%	+$2.34K	0.04%	134
2025 Q1	$300K	Buy	+2,697	New	+$281K	0.04%	135

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

Philip James Wealth Mangement's EXE Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its Expand Energy Corp (EXE) stake by 13% in Q2 2026, selling an estimated $61.7K and leaving 4,170 shares worth $380K. The position accounts for 0.04% of the portfolio, ranked #115.

Philip James Wealth Mangement first reported a position in EXE in Q1 2025 and has held it in 6 quarters since. The position peaked at $535K in Q4 2025. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Philip James Wealth Mangement held 4,170 shares of Expand Energy Corp worth $380K as of Q2 2026.
Philip James Wealth Mangement sold 650 Expand Energy Corp shares in Q2 2026, an estimated $61.7K.
Expand Energy Corp made up 0.04% of Philip James Wealth Mangement's portfolio in Q2 2026, its #115 holding.
Philip James Wealth Mangement first reported a position in Expand Energy Corp in Q1 2025 and has held it in 6 quarters since.
Philip James Wealth Mangement's Expand Energy Corp position peaked at $535K in Q4 2025.
851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.