Investment Advisory Services’s Ring Energy REI Stock Holding History

Investment Advisory Services’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 Q2	$108K	Hold	100,000	–	–	0.03%	139
2026 Q1	$153K	Hold	100,000	–	–	0.05%	130
2025 Q4	$87K	Hold	100,000	–	–	0.03%	126
2025 Q3	$109K	Hold	100,000	–	–	0.03%	126
2025 Q2	$79.4K	Buy	100,000 +50,000	+100%	+$42.3K	0.03%	131
2025 Q1	$57.5K	Hold	50,000	–	–	0.02%	115
2024 Q4	$68K	Hold	50,000	–	–	0.02%	116
2024 Q3	$80K	Hold	50,000	–	–	0.03%	116
2024 Q2	$84.5K	Hold	50,000	–	–	0.03%	117
2024 Q1	$98K	Hold	50,000	–	–	0.04%	116
2023 Q4	$73K	Buy	+50,000	New	+$82.3K	0.03%	114

Other funds holding REI

PEAK6 Chicago, Illinois $48.6B AUM 40.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Investment Advisory Services's REI Position: Q2 2026 in Review

Investment Advisory Services held its Ring Energy (REI) position steady in Q2 2026 at 100,000 shares worth $108K. The position accounts for 0.03% of the portfolio, ranked #139.

Investment Advisory Services first reported a position in REI in Q4 2023 and has held it in 11 quarters since. The position peaked at $153K in Q1 2026. 143 funds tracked by Wall St. Rank hold REI as of Q2 2026.

Investment Advisory Services held 100,000 shares of Ring Energy worth $108K as of Q2 2026.
Investment Advisory Services left its Ring Energy share count unchanged in Q2 2026.
Ring Energy made up 0.03% of Investment Advisory Services's portfolio in Q2 2026, its #139 holding.
Investment Advisory Services first reported a position in Ring Energy in Q4 2023 and has held it in 11 quarters since.
Investment Advisory Services's Ring Energy position peaked at $153K in Q1 2026.
143 funds tracked by Wall St. Rank held Ring Energy as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.