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Essential Partners’s Ring Energy REI Stock Holding History

Essential Partners’s Portfolio REI Stock Details REI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.91K Buy
+1,457
New +$1.95K ﹤0.01% 1938
2025
Q3 		– Sell
-878
Closed -$697 – 2767
2025
Q2 		$697 Buy
+878
New +$743 ﹤0.01% 1605

Other funds holding REI

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FCMT
Founders Capital Management (Texas) Houston, Texas $220M AUM 46.36% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return
LAA
Liberty Atlantic Advisors Allen, Texas $157M AUM 7.28% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's REI Position: Q3 2026 in Review

Essential Partners opened a new position in Ring Energy (REI) in Q3 2026: 1,457 shares worth $1.91K. The stake represents ﹤0.01% of the portfolio and ranks #1938 among its holdings. This is a return to the name: Essential Partners previously reported a position in REI as recently as Q2 2025.

Essential Partners first reported a position in REI in Q2 2025 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold REI as of Q3 2026.

  • Essential Partners held 1,457 shares of Ring Energy worth $1.91K as of Q3 2026.
  • Ring Energy was a new Essential Partners position in Q3 2026.
  • Ring Energy made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1938 holding.
  • Essential Partners first reported a position in Ring Energy in Q2 2025 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held Ring Energy as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.