VWM
REPX icon

Venturi Wealth Management’s Riley Exploration Permian REPX Stock Holding History

Venturi Wealth 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
2025
Q1 		– Sell
-162
Closed -$5.17K – 1537
2024
Q4 		$5.17K Hold
162
– – ﹤0.01% 1647
2024
Q3 		$4.29K Buy
+162
New +$4.46K ﹤0.01% 1511

Other funds holding REPX

BEP
Bluescape Energy Partners Dallas, Texas $322M AUM 18.33% 1-Year Est. Return
YEPX
Yorktown Energy Partners XI New York $142M AUM 130.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
YEPX
Yorktown Energy Partners X New York $69.5M AUM 143.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JHCP
Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
YEPV
Yorktown Energy Partners VIII New York $52.9M AUM 30% 1-Year Est. Return

Venturi Wealth Management's REPX Position: Q1 2025 in Review

Venturi Wealth Management sold out of Riley Exploration Permian (REPX) in Q1 2025, closing a stake of 162 shares — an estimated $5.17K sold.

Venturi Wealth Management first reported a position in REPX in Q3 2024 and held it in 2 quarters. The position peaked at $5.17K in Q4 2024. 150 funds tracked by Wall St. Rank hold REPX as of Q1 2025.

  • Venturi Wealth Management reported no remaining Riley Exploration Permian position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 162 Riley Exploration Permian shares in Q1 2025, an estimated $5.17K.
  • Venturi Wealth Management first reported a position in Riley Exploration Permian in Q3 2024 and held it in 2 quarters.
  • Venturi Wealth Management's Riley Exploration Permian position peaked at $5.17K in Q4 2024.
  • 150 funds tracked by Wall St. Rank held Riley Exploration Permian as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.