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Capital Advisors Ltd’s Riley Exploration Permian REPX Stock Holding History

Capital Advisors Ltd’s Portfolio REPX Stock Details REPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$0 Hold
3
– – ﹤0.01% 1549
2026
Q1 		$0 Hold
3
– – ﹤0.01% 1561
2025
Q4 		$0 Sell
3
-3
-50% -$80 ﹤0.01% 1535
2025
Q3 		$0 Buy
6
+1
+20% +$27 ﹤0.01% 1526
2025
Q2 		$0 Buy
+5
New +$132 ﹤0.01% 1587

Other funds holding REPX

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
GCM
Gallacher Capital Management Lone Tree, Colorado $178M AUM 29.29% 1-Year Est. Return
MIM
Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Capital Advisors Ltd's REPX Position: Q2 2026 in Review

Capital Advisors Ltd held its Riley Exploration Permian (REPX) position steady in Q2 2026 at 3 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1549.

Capital Advisors Ltd first reported a position in REPX in Q2 2025 and has held it in 5 quarters since. 10 funds tracked by Wall St. Rank hold REPX as of Q2 2026.

  • Capital Advisors Ltd held 3 shares of Riley Exploration Permian worth $0 as of Q2 2026.
  • Capital Advisors Ltd left its Riley Exploration Permian share count unchanged in Q2 2026.
  • Riley Exploration Permian made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1549 holding.
  • Capital Advisors Ltd first reported a position in Riley Exploration Permian in Q2 2025 and has held it in 5 quarters since.
  • 10 funds tracked by Wall St. Rank held Riley Exploration Permian as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.