Ownership history in Activest Wealth Management Β· 11 quarters on record
This page tracks every 13F SEC filing in which Activest Wealth Management reported a position in CHESAPEAKE ENERGY CORP (EXE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Activest Wealth Management outperformed the S&P 500 by +18.0% annually on this EXE position. Timing score: 50% (3/6 decisions correct). Average cost basis: $95.02. Maximum drawdown during holding period: β7.8%.
π₯ Exceptional β beat the S&P 500 by 18.0% per year on this position.
10 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
3 of 6 add/trim decisions correct
Best entry: $41.35 (2021 Q2) Β· Worst: $113.99 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 2 trims. Bought during 0 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size