CNXNYSECrude Petroleum & Natural GasFiscal year ends December 31
CNX Resources Corp
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 30, 2026
$35.68−0.23 (-0.64%)
Close on Oct 19, 2026
- Market cap
- $5.49B
- P/E (TTM)
- 5.7
- Dividend yield
- 0.00%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
90.9%
134M of 148M shares
Institutional holders
385
45 new, 77 sold out
Net institutional buying
-2M
In Q2 2026
Insider trades, 12 months
0 buys · 4 sales
Net sold $3.91M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Dimensional Fund Advisors LP | 8,636,466 | 6.00% | 13G (passive) amendment | Jun 30, 2025 |
| MFN Partners Management, LP | 8,350,000 | 5.70% | 13G (passive) amendment | Mar 31, 2025 |
| Vanguard Portfolio Management | 7,288,701 | 5.13% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 7,195,421 | 5.06% | 13G (passive) | Mar 31, 2026 |
| State Street Corporation | 7,115,667 | 5.00% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 19,717,169 | – | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CNX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 19,177,390 | 12.96% | $650.69M | +1,171,226 | 0.01% |
| Dimensional Fund Advisors LP | 8,885,542 | 6.01% | $301.48M | +111,473 | 0.05% |
| State Street Corp | 7,657,716 | 5.18% | $259.83M | +542,049 | 0.01% |
| Vanguard Portfolio Management LLC | 7,430,891 | 5.02% | $252.13M | +197,287 | 0.01% |
| Neuberger Berman Group LLC | 6,947,081 | 4.70% | $235.62M | +37,704 | 0.16% |
| Vanguard Capital Management LLC | 6,123,150 | 4.14% | $207.76M | −11,542 | 0.00% |
| American Century Companies Inc | 4,751,821 | 3.21% | $161.23M | +235,848 | 0.07% |
| Southeastern Asset Management Inc/Tn/ | 4,663,053 | 3.15% | $158.22M | +648,942 | 8.25% |
| Geode Capital Management, LLC | 4,412,993 | 2.98% | $149.76M | +192,941 | 0.01% |
| Capital World Investors | 3,596,888 | 2.43% | $122.04M | −353,112 | 0.01% |
| D. E. Shaw & Co., Inc. | 3,530,635 | 2.39% | $119.79M | −2,014,811 | 0.06% |
| Arrowstreet Capital, Limited Partnership | 3,427,394 | 2.32% | $116.29M | −411,458 | 0.05% |
| Citadel Advisors LLC | 2,704,738 | 1.83% | $91.77M | +2,238,327 | 0.01% |
| Bank Of America Corp /De/ | 2,592,083 | 1.75% | $87.95M | −1,454,594 | 0.01% |
| Invesco Ltd. | 2,485,615 | 1.68% | $84.34M | +1,270,903 | 0.01% |
| Southeast Asset Advisors Inc. | 2,410,166 | 1.63% | $81.78M | −2,000 | 8.31% |
| Goldman Sachs Group Inc | 2,396,605 | 1.62% | $81.32M | +15,353 | 0.01% |
| Northern Trust Corp | 2,064,913 | 1.40% | $70.06M | −22,455 | 0.01% |
| Morgan Stanley | 1,899,060 | 1.28% | $64.44M | +190,650 | 0.00% |
| JPMorgan Chase & Co | 1,564,458 | 1.06% | $52.29M | −257,790 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 385 | 134M | 90.9% | 45 / 132 | 136 / 77 | 13M | 15M |
| Q1 2026 | 424 | 136M | 92.2% | 74 / 168 | 107 / 56 | 39M | 22M |
| Q4 2025 | 413 | 133M | 90.2% | 87 / 114 | 152 / 31 | 13M | 17M |
| Q3 2025 | 365 | 138M | 93.2% | 40 / 89 | 164 / 43 | 11M | 12M |
| Q2 2025 | 370 | 139M | 94.1% | 52 / 100 | 154 / 45 | 8M | 15M |
| Q1 2025 | 365 | 147M | 99.3% | 59 / 124 | 125 / 61 | 17M | 24M |
| Q4 2024 | 374 | 155M | 100.0% | 72 / 105 | 140 / 37 | 17M | 23M |
| Q3 2024 | 342 | 161M | 100.0% | 60 / 80 | 139 / 40 | 42M | 21M |
| Q2 2024 | 327 | 159M | 100.0% | 53 / 104 | 112 / 48 | 18M | 23M |
| Q1 2024 | 327 | 164M | 100.0% | 53 / 85 | 136 / 42 | 17M | 15M |
| Q4 2023 | 320 | 162M | 100.0% | 45 / 94 | 128 / 44 | 15M | 14M |
| Q3 2023 | 322 | 161M | 100.0% | 61 / 89 | 124 / 27 | 22M | 14M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CNX | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 4,844,797 | 3.27% | $164.38M | 0.13% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 4,257,874 | 2.88% | $144.47M | 0.01% | Jun 30, 2026 |
| SMALLCAP World Fund Inc | 4,124,844 | 2.79% | $139.96M | 0.15% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 3,672,363 | 2.48% | $123.72M | 0.46% | May 31, 2026 |
| iShares Russell 2000 ETF | 3,548,616 | 2.40% | $120.40M | 0.15% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 3,083,255 | 2.08% | $104.61M | 0.06% | Jun 30, 2026 |
| Neuberger Genesis Fund | 2,943,370 | 1.99% | $99.16M | 1.35% | May 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF | 2,385,182 | 1.61% | $80.93M | 2.78% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 2,027,368 | 1.37% | $72.58M | 0.37% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,952,585 | 1.32% | $66.25M | 0.10% | Jun 30, 2026 |
| Longleaf Partners Fund | 1,866,703 | 1.26% | $63.34M | 5.98% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,620,721 | 1.10% | $54.99M | 0.06% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 1,508,106 | 1.02% | $53.99M | 0.16% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 1,292,379 | 0.87% | $43.85M | 0.30% | Jun 30, 2026 |
| Longleaf Partners Global Fund | 1,222,784 | 0.83% | $41.49M | 5.99% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Alan K. Shepard | President & CEO, Director | 299,192 | 0.20% | Aug 17, 2026 |
| Melissa A. Long | Controller | 13,712 | 0.01% | Sep 22, 2026 |
| Ravi Srivastava | Chief Financial Officer | 156,251 | 0.11% | Sep 22, 2026 |
| Navneet Behl | Chief Operating Officer | 245,073 | 0.17% | Aug 17, 2026 |
| Everett W. Good | Chief Financial Officer | 42,912 | 0.03% | Feb 3, 2026 |
| Timothy Scott Bedard | EVP and General Counsel | 108,341 | 0.07% | Feb 3, 2026 |
| Hayley Scott | Chief Risk Officer | 115,900 | 0.08% | Feb 4, 2025 |
| Maureen Lally-Green | Director | 178,625 | 0.12% | Sep 28, 2026 |
| Nicholas J. Deiuliis | Director | 2,662,044 | 1.80% | Sep 4, 2026 |
| Ian R. McGuire | Director | 247,200 | 0.17% | Aug 6, 2026 |
| J. Palmer Clarkson | Director | 263,130 | 0.18% | Jun 22, 2026 |
| William N. Thorndike Jr | Director | 520,355 | 0.35% | May 11, 2026 |
| Bernard Lanigan Jr | Director | 1,440,795 | 0.97% | May 11, 2026 |
| Robert Agbede | Director | 44,205 | 0.03% | May 11, 2026 |
| MFN Partners Management, LLC | 10% owner | 15,000,000 | 10.14% | Jan 8, 2025 |
| MFN Partners, LP | 10% owner | – | – | Jan 8, 2025 |
| Farhad Nanji | 10% owner | – | – | Jan 8, 2025 |
| MFN Partners GP, LLC | 10% owner | – | – | Jan 8, 2025 |
| Michael DeMichele | 10% owner | – | – | Jan 8, 2025 |
| MFN Partners Management, LP | 10% owner | 13,925,000 | 9.41% | Jan 8, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Maureen Lally-Green Director | Sep 24, 2026 | Gift | −17,377 | – | – | 161,248 |
| Maureen Lally-Green Director | Sep 24, 2026 | Gift | +17,377 | – | – | 17,377 |
| Nicholas J. Deiuliis Director | Sep 2, 2026 | Gift | +528,000 | – | – | 528,000 |
| Nicholas J. Deiuliis Director | Sep 2, 2026 | Gift | −528,000 | – | – | 1,863,608 |
| Navneet Behl Chief Operating Officer | Aug 13, 2026 | Option exercise | +39,771 | – | – | 245,073 |
| Navneet Behl Chief Operating Officer | Aug 13, 2026 | Tax withholding | −17,297 | $35.38 | $611.97K | 227,776 |
| Alan K. Shepard President & CEO, Director | Aug 13, 2026 | Option exercise | +39,771 | – | – | 299,192 |
| Alan K. Shepard President & CEO, Director | Aug 13, 2026 | Tax withholding | −17,297 | $35.38 | $611.97K | 281,895 |
| Ian R. McGuire Director | Aug 4, 2026 | Gift | +43,307 | – | – | 43,307 |
| Ian R. McGuire Director | Aug 4, 2026 | Gift | +43,307 | – | – | 43,307 |
| Ian R. McGuire Director | Aug 4, 2026 | Gift | −86,614 | – | – | 0 |
| J. Palmer Clarkson Director | Jun 18, 2026 | Option exercise | +12,129 | $13.58 | $164.71K | 261,130 |
| J. Palmer Clarkson Director | Jun 18, 2026 | Option exercise | +10,000 | $15.55 | $155.50K | 271,130 |
| Ian R. McGuire Director | Jun 2, 2026 | Gift | +19,155 | – | – | 86,614 |
| Ian R. McGuire Director | Jun 2, 2026 | Gift | −19,155 | – | – | 73,972 |
| Ian R. McGuire Director | May 8, 2026 | Gift | +67,459 | – | – | 67,459 |
| Ian R. McGuire Director | May 8, 2026 | Gift | −67,459 | – | – | 93,127 |
| Nicholas J. Deiuliis Director | May 7, 2026 | Award | +8,352 | – | – | 2,391,608 |
| William N. Thorndike Jr Director | May 7, 2026 | Award | +8,770 | – | – | 435,355 |
| Maureen Lally-Green Director | May 7, 2026 | Award | +9,048 | – | – | 178,625 |
| Ian R. McGuire Director | May 7, 2026 | Award | +9,466 | – | – | 160,586 |
| Robert Agbede Director | May 7, 2026 | Award | +5,568 | – | – | 44,205 |
| Bernard Lanigan Jr Director | May 7, 2026 | Award | +5,568 | – | – | 182,748 |
| J. Palmer Clarkson Director | May 7, 2026 | Gift | +200 | – | – | 450 |
| J. Palmer Clarkson Director | May 7, 2026 | Gift | −1,000 | – | – | 249,001 |
| J. Palmer Clarkson Director | May 7, 2026 | Gift | +200 | – | – | 200 |
| J. Palmer Clarkson Director | May 7, 2026 | Gift | +200 | – | – | 450 |
| J. Palmer Clarkson Director | May 7, 2026 | Gift | +200 | – | – | 450 |
| J. Palmer Clarkson Director | May 7, 2026 | Award | +5,568 | – | – | 250,001 |
| J. Palmer Clarkson Director | May 7, 2026 | Gift | +200 | – | – | 450 |
| William N. Thorndike Jr Director | May 4, 2026 | Option exercise | +83,097 | $13.19 | $1.10M | 455,385 |
| William N. Thorndike Jr Director | May 4, 2026 | Sale | −28,800 | $38.25 | $1.10M | 426,585 |
| Maureen Lally-Green Director | Mar 23, 2026 | Option exercise | +29,915 | $13.19 | $394.58K | 193,208 |
| Maureen Lally-Green Director | Mar 23, 2026 | Sale | −23,521 | $39.51 | $929.31K | 169,687 |
| Maureen Lally-Green Director | Mar 23, 2026 | Sale | −110 | $40.00 | $4.40K | 169,577 |
| Bernard Lanigan Jr Director | Feb 19, 2026 | Sale | −46,119 | $40.60 | $1.87M | 177,180 |
| Bernard Lanigan Jr Director | Feb 19, 2026 | Option exercise | +46,119 | $13.19 | $608.31K | 223,299 |
| Nicholas J. Deiuliis Director | Feb 2, 2026 | Tax withholding | −23,831 | $37.36 | $890.33K | 2,383,256 |
| Navneet Behl Chief Operating Officer | Jan 30, 2026 | Tax withholding | −26,949 | $38.80 | $1.05M | 205,302 |
| Navneet Behl Chief Operating Officer | Jan 30, 2026 | Award | +54,192 | – | – | 232,251 |
| Navneet Behl Chief Operating Officer | Jan 30, 2026 | Award | +4,441 | – | – | 178,059 |
| Navneet Behl Chief Operating Officer | Jan 30, 2026 | Award | +3,328 | – | – | 173,618 |
| Everett W. Good Chief Financial Officer | Jan 30, 2026 | Tax withholding | −920 | $38.80 | $35.70K | 42,912 |
| Everett W. Good Chief Financial Officer | Jan 30, 2026 | Award | +2,073 | – | – | 43,832 |
| Everett W. Good Chief Financial Officer | Jan 30, 2026 | Award | +128 | – | – | 41,654 |
| Everett W. Good Chief Financial Officer | Jan 30, 2026 | Award | +105 | – | – | 41,759 |
| Nicholas J. Deiuliis Director | Jan 30, 2026 | Award | +6,239 | – | – | 2,349,983 |
| Nicholas J. Deiuliis Director | Jan 30, 2026 | Tax withholding | −49,350 | $38.80 | $1.91M | 2,407,087 |
| Nicholas J. Deiuliis Director | Jan 30, 2026 | Award | +101,609 | – | – | 2,456,437 |
| Nicholas J. Deiuliis Director | Jan 30, 2026 | Award | +4,845 | – | – | 2,354,828 |
| Timothy Scott Bedard EVP and General Counsel | Jan 30, 2026 | Award | +3,230 | – | – | 108,341 |
| Timothy Scott Bedard EVP and General Counsel | Jan 30, 2026 | Tax withholding | −1,405 | $38.80 | $54.51K | 106,936 |
| Alan K. Shepard President & CEO, Director | Jan 30, 2026 | Award | +57,579 | – | – | 287,758 |
| Alan K. Shepard President & CEO, Director | Jan 30, 2026 | Award | +4,038 | – | – | 230,179 |
| Alan K. Shepard President & CEO, Director | Jan 30, 2026 | Award | +3,536 | – | – | 226,141 |
| Alan K. Shepard President & CEO, Director | Jan 30, 2026 | Tax withholding | −28,337 | $38.80 | $1.10M | 259,421 |
| Everett W. Good Chief Financial Officer | Jan 5, 2026 | Award | +23,520 | – | – | 41,526 |
| Navneet Behl Chief Operating Officer | Jan 5, 2026 | Award | +38,047 | – | – | 170,290 |
| Alan K. Shepard President & CEO | Jan 5, 2026 | Award | +41,506 | – | – | 222,605 |
| Timothy Scott Bedard EVP and General Counsel | Jan 5, 2026 | Award | +27,671 | – | – | 105,111 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Thorndike William Director | May 4, 2026 | 28,800 | $1.10M | May 4, 2026 | Stock Option Exercise |
| Lally-Green Maureen Director | Mar 23, 2026 | 23,631 | $933.82K | Mar 23, 2026 | Stock Option Exercise |
| Lanigan Bernard Director | Feb 19, 2026 | 46,119 | $1.87M | Feb 19, 2026 | Stock Option Exercise |
| Olayemi Akinkugbe Former officer | Aug 16, 2023 | 18,613 | $409.94K | Aug 16, 2023 | Restricted stock vest |
| Olayemi Akinkugbe Former officer | Aug 9, 2023 | 13,299 | $697.17K | Aug 9, 2023 | restricted stock vest |
| Olayemi Akinkugbe Former officer | Aug 8, 2023 | 55,838 | $1.17M | Aug 8, 2023 | Restricted stock vest |
| Olayemi Akinkugbe Former Officer | Jul 31, 2023 | 16,210 | $329.19K | Jul 31, 2023 | Stock Option grant |