Carson Wealth (CWM LLC)
REPX icon

Carson Wealth (CWM LLC)’s Riley Exploration Permian REPX Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$28.2K Buy
775
+342
+79% +$10.2K ﹤0.01% 4209
2025
Q4 		$11K Sell
433
-257
-37% -$6.83K ﹤0.01% 4508
2025
Q3 		$19K Sell
690
-559
-45% -$15.3K ﹤0.01% 4163
2025
Q2 		$33K Sell
1,249
-2,972
-70% -$78.5K ﹤0.01% 3595
2025
Q1 		$123K Buy
4,221
+486
+13% +$15.6K ﹤0.01% 2252
2024
Q4 		$119K Buy
3,735
+1,058
+40% +$32.6K ﹤0.01% 2175
2024
Q3 		$71K Buy
2,677
+1,437
+116% +$39.6K ﹤0.01% 2428
2024
Q2 		$35K Buy
1,240
+1,144
+1,192% +$31.6K ﹤0.01% 2731
2024
Q1 		$3K Buy
+96
New +$2.4K ﹤0.01% 3884

Other funds holding REPX

YEPX
Yorktown Energy Partners XI New York $108M AUM 57.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BEP
Bluescape Energy Partners Dallas, Texas $297M AUM 14.75% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
YEPX
Yorktown Energy Partners X New York $47.6M AUM 46.93% 1-Year Est. Return

Carson Wealth (CWM LLC)'s REPX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Riley Exploration Permian (REPX) stake by 79% in Q1 2026, buying an estimated $10.2K and bringing the position to 775 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4209.

Carson Wealth (CWM LLC) first reported a position in REPX in Q1 2024 and has held it in 9 quarters since. The position peaked at $123K in Q1 2025. 168 funds tracked by Wall St. Rank hold REPX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 775 shares of Riley Exploration Permian worth $28.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 342 Riley Exploration Permian shares in Q1 2026, an estimated $10.2K.
  • Riley Exploration Permian made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4209 holding.
  • Carson Wealth (CWM LLC) first reported a position in Riley Exploration Permian in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s Riley Exploration Permian position peaked at $123K in Q1 2025.
  • 168 funds tracked by Wall St. Rank held Riley Exploration Permian as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.