TWPM
REPX icon

Total Wealth Planning & Management’s Riley Exploration Permian REPX Stock Holding History

Total Wealth Planning & Management’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 		$307K Buy
+9,300
New +$332K 0.21% 167

Other funds holding REPX

MWM
McAlvany Wealth Management Durango, Colorado $134M AUM
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
GCM
Gallacher Capital Management Lone Tree, Colorado $178M AUM 29.29% 1-Year Est. Return
MIM
Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Total Wealth Planning & Management's REPX Position: Q2 2026 in Review

Total Wealth Planning & Management opened a new position in Riley Exploration Permian (REPX) in Q2 2026: 9,300 shares worth $307K. The stake represents 0.21% of the portfolio and ranks #167 among its holdings.

29 funds tracked by Wall St. Rank hold REPX as of Q2 2026.

  • Total Wealth Planning & Management held 9,300 shares of Riley Exploration Permian worth $307K as of Q2 2026.
  • Riley Exploration Permian was a new Total Wealth Planning & Management position in Q2 2026.
  • Riley Exploration Permian made up 0.21% of Total Wealth Planning & Management's portfolio in Q2 2026, its #167 holding.
  • 29 funds tracked by Wall St. Rank held Riley Exploration Permian as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.