EXE — CHESAPEAKE ENERGY CORP

Ownership history in AAFMAA Wealth Management & Trust LLC  ·  14 quarters on record

AI Ownership Summary

AAFMAA Wealth Management & Trust LLC reported CHESAPEAKE ENERGY CORP (EXE) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.53% in 2025 Q1. The latest visible filing shows EXE at 0.34% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EXE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AAFMAA Wealth Management & Trust LLC's position in CHESAPEAKE ENERGY CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EXE was reported at 0.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.53% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EXE stock page AAFMAA Wealth Management & Trust LLC fund profile AAFMAA Wealth Management & Trust LLC full holdings
How AAFMAA Wealth Management & Trust LLC held EXE — position size vs. price
% of Fund (quarterly)    EXE price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 8,080 -2,529 -23.8% 0.34% $887K 2026-04-08 $100.19
2025 Q4 ADDED 10,609 +1,439 +15.7% 0.46% $1.2M 2026-01-07 $106.08
2025 Q3 ADDED 9,170 +99 +1.1% 0.39% $974K 2025-10-30 $99.49
2025 Q2 REDUCED 9,071 -1,426 -13.6% 0.44% $1.1M 2025-07-16 $105.58
2025 Q1 REDUCED 10,497 -58 -0.5% 0.53% $1.2M 2025-04-11 $100.30
2024 Q4 REDUCED 10,555 -2,658 -20.1% 0.46% $1.1M 2025-01-13 $98.55
2024 Q3 ADDED 13,213 +2,373 +21.9% 0.48% $1.1M 2024-10-16 $82.86
2024 Q2 ADDED 10,840 +836 +8.4% 0.44% $891K 2024-07-19 $77.02
2024 Q1 REDUCED 10,004 -1,008 -9.2% 0.49% $889K 2024-05-02 $81.87
2023 Q4 ADDED 11,012 +7,213 +189.9% 0.48% $847K 2024-02-12 $72.65
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EXE

As of 2026 Q1 — sorted by position size

MFG WEALTH MANAGEMENT, INC. 2.01% VIKING FUND MANAGEMENT LLC 3Y 7Y 0.99% Artemis Investment Management LLP 3Y 7Y 0.99% Murphy Pohlad Asset Management LLC 3Y 7Y 0.92% Miller Global Investments, LLC 0.5% WOODSTOCK CORP 3Y 7Y 0.45% DOLIVER ADVISORS, LP 3Y 7Y 0.24% Wealth Science Advisors LLC 0.22% Intellectus Partners, LLC 3Y 7Y 0.21% Hardin Capital Partners, LLC 0.17%

FAQ About AAFMAA Wealth Management & Trust LLC and EXE

These are the practical questions this page is built to answer before you even open the full history table.

How long has AAFMAA Wealth Management & Trust LLC reported owning EXE?

AAFMAA Wealth Management & Trust LLC reported EXE across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported EXE position in AAFMAA Wealth Management & Trust LLC's portfolio?

The largest reported portfolio weight for EXE was 0.53% in 2025 Q1.

What is the latest reported EXE position on this page?

The most recent filing on this page is 2026 Q1, when AAFMAA Wealth Management & Trust LLC reported 8,080 shares, equal to 0.34% of portfolio, with an estimated market value of $887K.

What does the chart on this EXE ownership page compare?

The chart compares AAFMAA Wealth Management & Trust LLC's quarterly EXE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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