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Clear Perspectives Financial Planning’s Riley Exploration Permian REPX Stock Holding History

Clear Perspectives Financial Planning’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
2023
Q1 		$152 Hold
4
– – ﹤0.01% 187
2022
Q4 		$118 Buy
+4
New +$114 ﹤0.01% 225
2022
Q1 		– Sell
-4
Closed – – 226
2021
Q4 		$0 Hold
4
– – ﹤0.01% 233
2021
Q3 		$0 Hold
4
– – ﹤0.01% 224
2021
Q2 		$0 Hold
4
– – ﹤0.01% 209
2021
Q1 		$0 Buy
4
+1
+33% +$27 ﹤0.01% 191
2020
Q4 		$0 Buy
+3
New +$38 ﹤0.01% 183

Other funds holding REPX

BEP
Bluescape Energy Partners Dallas, Texas $322M AUM 18.33% 1-Year Est. Return
YEPX
Yorktown Energy Partners XI New York $142M AUM 130.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JHCP
Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return
YEPX
Yorktown Energy Partners X New York $69.5M AUM 143.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clear Perspectives Financial Planning's REPX Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Riley Exploration Permian (REPX) position steady in Q1 2023 at 4 shares worth $152. The position accounts for ﹤0.01% of the portfolio, ranked #187.

Clear Perspectives Financial Planning first reported a position in REPX in Q4 2020 and has held it in 7 quarters since. 67 funds tracked by Wall St. Rank hold REPX as of Q1 2023.

  • Clear Perspectives Financial Planning held 4 shares of Riley Exploration Permian worth $152 as of Q1 2023.
  • Clear Perspectives Financial Planning left its Riley Exploration Permian share count unchanged in Q1 2023.
  • Riley Exploration Permian made up ﹤0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #187 holding.
  • Clear Perspectives Financial Planning first reported a position in Riley Exploration Permian in Q4 2020 and has held it in 7 quarters since.
  • 67 funds tracked by Wall St. Rank held Riley Exploration Permian as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.