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Integrated Wealth Concepts’s Riley Exploration Permian REPX Stock Holding History

Integrated Wealth Concepts’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 		$442K Buy
13,407
+3,522
+36% +$126K ﹤0.01% 1854
2026
Q1 		$360K Buy
+9,885
New +$294K ﹤0.01% 1741

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Integrated Wealth Concepts's REPX Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Riley Exploration Permian (REPX) stake by 36% in Q2 2026, buying an estimated $126K and bringing the position to 13,407 shares worth $442K. The position accounts for ﹤0.01% of the portfolio, ranked #1854.

Integrated Wealth Concepts first reported a position in REPX in Q1 2026 and has held it in 2 quarters since. 198 funds tracked by Wall St. Rank hold REPX as of Q2 2026.

  • Integrated Wealth Concepts held 13,407 shares of Riley Exploration Permian worth $442K as of Q2 2026.
  • Integrated Wealth Concepts bought 3,522 Riley Exploration Permian shares in Q2 2026, an estimated $126K.
  • Riley Exploration Permian made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1854 holding.
  • Integrated Wealth Concepts first reported a position in Riley Exploration Permian in Q1 2026 and has held it in 2 quarters since.
  • 198 funds tracked by Wall St. Rank held Riley Exploration Permian as of Q2 2026.

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