EXE CHESAPEAKE ENERGY CORP

Ownership history in Concorde Financial Corp  ·  7 quarters on record

This page tracks every 13F SEC filing in which Concorde Financial Corp 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
5.77% (2025 Q4)
Avg. % of fund
4.07%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 68,634 -1,124 -1.6% 5.77% $7.4M $109.76
2025 Q3 REDUCED 69,758 -1,506 -2.1% 4.11% $7.4M $105.15
2025 Q2 REDUCED 71,264 -1,180 -1.6% 4.93% $8.3M $113.99
2025 Q1 REDUCED 72,444 -1,850 -2.5% 4.45% $8.1M $107.96
2024 Q4 ADDED 74,294 +38 +0.1% 4.40% $7.4M $95.98
2024 Q3 ADDED 74,256 +50,977 +219.0% 3.60% $6.1M $78.83
2024 Q2 INITIATED 23,279 1.26% $1.9M
% of Fund (quarterly)    EXE price (monthly, adj. close)
← Back to Concorde Financial Corp Holdings