Valeo Financial Advisors’s Ring Energy REI Stock Holding History

Valeo Financial Advisors’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
2025 Q3	–	Sell	-31,000	Closed	-$24.6K	–	879
2025 Q2	$24.6K	Buy	+31,000	New	+$26.3K	﹤0.01%	765

Other funds holding REI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PEAK6 Chicago, Illinois $42.6B AUM 66.3% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Valeo Financial Advisors's REI Position: Q3 2025 in Review

Valeo Financial Advisors sold out of Ring Energy (REI) in Q3 2025, closing a stake of 31,000 shares — an estimated $24.6K sold.

Valeo Financial Advisors first reported a position in REI in Q2 2025 and held it in 1 quarter. The position peaked at $24.6K in Q2 2025. 113 funds tracked by Wall St. Rank hold REI as of Q3 2025.

Valeo Financial Advisors reported no remaining Ring Energy position as of Q3 2025 after selling out during the quarter.
Valeo Financial Advisors sold 31,000 Ring Energy shares in Q3 2025, an estimated $24.6K.
Valeo Financial Advisors first reported a position in Ring Energy in Q2 2025 and held it in 1 quarter.
Valeo Financial Advisors's Ring Energy position peaked at $24.6K in Q2 2025.
113 funds tracked by Wall St. Rank held Ring Energy as of Q3 2025.

Based on Valeo Financial Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.