Corient Private Wealth’s Ring Energy REI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-12,132
Closed -$18.6K 3204
2026
Q1
$18.6K Buy
12,132
+132
+1% +$168 ﹤0.01% 2787
2025
Q4
$10.4K Hold
12,000
﹤0.01% 2634
2025
Q3
$13.1K Hold
12,000
﹤0.01% 2540
2025
Q2
$9.53K Sell
12,000
-31,600
-72% -$26.8K ﹤0.01% 2422
2025
Q1
$50.1K Buy
43,600
+20,000
+85% +$26.1K ﹤0.01% 2224
2024
Q4
$32.1K Sell
23,600
-57,300
-71% -$86K ﹤0.01% 2299
2024
Q3
$129K Hold
80,900
﹤0.01% 2289
2024
Q2
$137K Buy
+80,900
New +$149K ﹤0.01% 2174

Other funds holding REI

Corient Private Wealth's REI Position: Q2 2026 in Review

Corient Private Wealth sold out of Ring Energy (REI) in Q2 2026, closing a stake of 12,132 shares — an estimated $18.6K sold.

Corient Private Wealth first reported a position in REI in Q2 2024 and held it in 8 quarters. The position peaked at $137K in Q2 2024. 143 funds tracked by Wall St. Rank hold REI as of Q2 2026.

  • Corient Private Wealth reported no remaining Ring Energy position as of Q2 2026 after selling out during the quarter.
  • Corient Private Wealth sold 12,132 Ring Energy shares in Q2 2026, an estimated $18.6K.
  • Corient Private Wealth first reported a position in Ring Energy in Q2 2024 and held it in 8 quarters.
  • Corient Private Wealth's Ring Energy position peaked at $137K in Q2 2024.
  • 143 funds tracked by Wall St. Rank held Ring Energy as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.