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True Wealth Design’s Riley Exploration Permian REPX Stock Holding History

True Wealth Design’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 		$2.08K Buy
63
+52
+473% +$1.85K ﹤0.01% 1677
2026
Q1 		$401 Buy
+11
New +$327 ﹤0.01% 2127
2025
Q2 		– Sell
-62
Closed -$1.81K – 2789
2025
Q1 		$1.81K Hold
62
– – ﹤0.01% 1043
2024
Q4 		$1.98K Buy
62
+5
+9% +$154 ﹤0.01% 738
2024
Q3 		$1.51K Buy
+57
New +$1.57K ﹤0.01% 861

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

True Wealth Design's REPX Position: Q2 2026 in Review

True Wealth Design increased its Riley Exploration Permian (REPX) stake by 473% in Q2 2026, buying an estimated $1.85K and bringing the position to 63 shares worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1677.

True Wealth Design first reported a position in REPX in Q3 2024 and has held it in 5 quarters since. 198 funds tracked by Wall St. Rank hold REPX as of Q2 2026.

  • True Wealth Design held 63 shares of Riley Exploration Permian worth $2.08K as of Q2 2026.
  • True Wealth Design bought 52 Riley Exploration Permian shares in Q2 2026, an estimated $1.85K.
  • Riley Exploration Permian made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1677 holding.
  • True Wealth Design first reported a position in Riley Exploration Permian in Q3 2024 and has held it in 5 quarters since.
  • 198 funds tracked by Wall St. Rank held Riley Exploration Permian as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.