WT
EXE

Whittier Trust’s Expand Energy Corp EXE Stock Holding History

Whittier 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
2025
Q3 		– Sell
-3
Closed -$350 – 1636
2025
Q2 		$350 Buy
3
+1
+50% +$112 ﹤0.01% 1482
2025
Q1 		$222 Buy
+2
New +$208 ﹤0.01% 1474

Other funds holding EXE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Whittier Trust's EXE Position: Q3 2025 in Review

Whittier Trust sold out of Expand Energy Corp (EXE) in Q3 2025, closing a stake of 3 shares — an estimated $350 sold.

Whittier Trust first reported a position in EXE in Q1 2025 and held it in 2 quarters. The position peaked at $350 in Q2 2025. 762 funds tracked by Wall St. Rank hold EXE as of Q3 2025.

  • Whittier Trust reported no remaining Expand Energy Corp position as of Q3 2025 after selling out during the quarter.
  • Whittier Trust sold 3 Expand Energy Corp shares in Q3 2025, an estimated $350.
  • Whittier Trust first reported a position in Expand Energy Corp in Q1 2025 and held it in 2 quarters.
  • Whittier Trust's Expand Energy Corp position peaked at $350 in Q2 2025.
  • 762 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2025.

Based on Whittier Trust's 13F filing for Q3 2025, filed 31 Oct 2025.