PJWM
EXE

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Philip James Wealth Mangement's EXE Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its Expand Energy Corp (EXE) stake by 0.54% in Q1 2026, selling an estimated $2.78K and leaving 4,820 shares worth $529K. The position accounts for 0.06% of the portfolio, ranked #107.

Philip James Wealth Mangement first reported a position in EXE in Q1 2025 and has held it in 5 quarters since. The position peaked at $535K in Q4 2025. 889 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Philip James Wealth Mangement held 4,820 shares of Expand Energy Corp worth $529K as of Q1 2026.
  • Philip James Wealth Mangement sold 26 Expand Energy Corp shares in Q1 2026, an estimated $2.78K.
  • Expand Energy Corp made up 0.06% of Philip James Wealth Mangement's portfolio in Q1 2026, its #107 holding.
  • Philip James Wealth Mangement first reported a position in Expand Energy Corp in Q1 2025 and has held it in 5 quarters since.
  • Philip James Wealth Mangement's Expand Energy Corp position peaked at $535K in Q4 2025.
  • 889 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.