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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

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
TWPM
Total Wealth Planning & Management Ponte Vedra Beach, Florida $148M AUM
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

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. 29 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.
  • 29 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.