West Financial Advisors’s Riley Exploration Permian REPX Stock Holding History

West Financial Advisors’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	$3.54K	Buy	107 +1	+0.9%	+$36	﹤0.01%	157
2026 Q1	$3.87K	Buy	106 +1	+1%	+$30	﹤0.01%	150
2025 Q4	$2.76K	Buy	105 +2	+2%	+$53	﹤0.01%	192
2025 Q3	$2.79K	Buy	103 +1	+1%	+$27	﹤0.01%	160
2025 Q2	$2.66K	Buy	102 +2	+2%	+$53	﹤0.01%	176
2025 Q1	$2.92K	Buy	+100	New	+$3.22K	﹤0.01%	171

Other funds holding REPX

YEPX

Yorktown Energy Partners XI New York $108M AUM 57.73% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

West Financial Advisors's REPX Position: Q2 2026 in Review

West Financial Advisors increased its Riley Exploration Permian (REPX) stake by 0.94% in Q2 2026, buying an estimated $36 and bringing the position to 107 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #157.

West Financial Advisors first reported a position in REPX in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.87K in Q1 2026. 198 funds tracked by Wall St. Rank hold REPX as of Q2 2026.

West Financial Advisors held 107 shares of Riley Exploration Permian worth $3.54K as of Q2 2026.
West Financial Advisors bought 1 Riley Exploration Permian share in Q2 2026, an estimated $36.
Riley Exploration Permian made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #157 holding.
West Financial Advisors first reported a position in Riley Exploration Permian in Q1 2025 and has held it in 6 quarters since.
West Financial Advisors's Riley Exploration Permian position peaked at $3.87K in Q1 2026.
198 funds tracked by Wall St. Rank held Riley Exploration Permian as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.