RILEY EXPLORATION PERMIAN IN REPX
COM · Common Stock · CUSIP 76665T102
- SectorEnergy
- IndustryCrude Petroleum & Natural Gas
- HeadquartersOklahoma City, OK
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($920.3k this quarter). Holder counts are more reliable. Shares outstanding: 21.5m as of 2025-02-28, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $29.14. Options: 5 managers hold calls ($500.8k notional), 3 hold puts ($338.4k).
Trends to Q1 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 64 |
| Q4 2022 | 71 |
| Q1 2023 | 68 |
| Q2 2023 | 84 |
| Q3 2023 | 85 |
| Q4 2023 | 87 |
| Q1 2024 | 101 |
| Q2 2024 | 126 |
| Q3 2024 | 120 |
| Q4 2024 | 148 |
| Q1 2025 | 151 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2023 | 47 | 33 |
| Q3 2023 | 39 | 37 |
| Q4 2023 | 49 | 28 |
| Q1 2024 | 54 | 45 |
| Q2 2024 | 95 | 26 |
| Q3 2024 | 57 | 60 |
| Q4 2024 | 89 | 33 |
| Q1 2025 | 64 | 69 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $1.3m | $1.7m | 1.31 |
| Q3 2024 | $1.1m | $246.4k | 0.23 |
| Q4 2024 | $676.1k | $475.4k | 0.70 |
| Q1 2025 | $500.8k | $338.4k | 0.68 |
Biggest buyers
| AMERICAN CENTURY COMPANIES INC | Added | +99.3k |
| DIMENSIONAL FUND ADVISORS LP | Added | +87.3k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +39.5k |
| PANAGORA ASSET MANAGEMENT INC | New | +31.1k |
| LSV ASSET MANAGEMENT | New | +25.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +22.4k |
| Verition Fund Management LLC | New | +19.5k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +18.2k |
| VOYA INVESTMENT MANAGEMENT LLC | New | +17.3k |
| JANE STREET GROUP, LLC | New | +14.8k |
Biggest sellers
| MACKENZIE FINANCIAL CORP | Reduced | -300.0k |
| DENALI ADVISORS LLC | Sold out | -87.5k |
| JPMORGAN CHASE & CO | Reduced | -40.3k |
| MARSHALL WACE, LLP | Sold out | -31.6k |
| NEW YORK STATE COMMON RETIREMENT FUND | Reduced | -28.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Sold out | -28.1k |
| 1492 Capital Management LLC | Sold out | -27.0k |
| Jackson Hole Capital Partners, LLC | Reduced | -25.7k |
| ROYCE & ASSOCIATES LP | Reduced | -21.2k |
| FIRST TRUST ADVISORS LP | Reduced | -18.8k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $274.2k9.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $207.1k7.1k shares |
| GROUP ONE TRADING LLC | New | $17.5k600 shares |
| SIMPLEX TRADING, LLC | Reduced | $2.0k100 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $326.7k11.2k shares |
| GROUP ONE TRADING LLC | New | $11.7k400 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
Riley Exploration Group, LLC
13D · may seek influence
-2.1 pts · filed 2026-04-09
Stated purposeItem 4 of the Schedule 13D is hereby amended and supplemented as follows: Pro rata in-kind distributions from Riley Exploration Group, LLC ("REXG") in the amount of 1,000,000 shares of Common Stock of the Issuer, consisting of distributions of: (i) 489,868 shares of Common Stock of the Issuer distributed to Yorktown Energy Partners IX, L.P. ("Yorktown IX"), (ii) 505,419 shares of Common Stock of the Issuer distributed to Yorktown Energy Partners X, L.P. ("Yorktown X") and 4,713 shares of Common Stock of the Issuer distributed to other investors. Full filing |
7.5% |
Yorktown Energy Partners XI, L.P.
13D · may seek influence
filed 2026-05-28
Stated purposeItem 4 of the Original Schedule 13D is hereby amended and supplemented as follows: Pro rata in-kind distribution by Yorktown XI of 500,000 shares of Common Stock of the Issuer on May 28, 2026. Full filing |
5.9% |
| BlackRock, Inc. 13G · institution new · filed 2026-07-29 | 5.2% |
Fell to 5% or below in the last year: Bluescape Riley Exploration Holdings LLC (4.9%, 2026-03-26)
Insider purchases and sales in Q1 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2023 | 0 | — | 5 | $1.4m | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 2 | $2.5m | — |
| Q2 2024 | 0 | — | 3 | $18.2m | — |
| Q3 2024 | 0 | — | 3 | $1.6m | — |
| Q4 2024 | 0 | — | 3 | $1.3m | $526.5k |
| Q1 2025 | 0 | — | 2 | $596.3k | $596.3k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-03-31 | Libin Alvin Gerald +2 10% owner · By 2624063 Alberta Ltd. · Riley Exploration Permian, Inc. | Bought | $351.8k12.0k shares |
| 2025-03-10 | Riley Corey Neil CIO & CCO | Sold plan | $95.7k3.5k shares |
| 2025-02-10 | Riley Bobby CEO, director | Sold plan | $500.6k15.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| Bluescape Energy Partners LLC 30.48% of their portfolio | 4.5m $131.9m | Unchanged |
| Yorktown Energy Partners XI, L.P. 54.37% of their portfolio | 1.8m $52.0m | Unchanged |
| VANGUARD GROUP INC 0.00% of their portfolio | 909.4k $26.5m | Reduced -2.6k |
| BlackRock, Inc. 0.00% of their portfolio | 812.3k $23.7m | Reduced -8.8k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 484.6k $14.1m | Added +99.3k |
| Yorktown Energy Partners X, L.P. 28.31% of their portfolio | 390.9k $11.4m | Unchanged |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 390.5k $11.4m | Added +87.3k |
| Jackson Hole Capital Partners, LLC 2.14% of their portfolio | 369.1k $10.8m | Reduced -25.7k |
| First Eagle Investment Management, LLC 0.02% of their portfolio | 297.0k $8.7m | Added +10.0k |
| Yorktown Energy Partners VIII, L.P. 15.87% of their portfolio | 287.6k $8.4m | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 278.1k $8.1m | Added +39.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 231.4k $6.7m | Reduced -10.2k |
| STATE STREET CORP 0.00% of their portfolio | 216.2k $6.3m | Reduced -920 |
| KENNEDY CAPITAL MANAGEMENT LLC 0.14% of their portfolio | 199.7k $5.8m | Reduced -9.4k |
| ROYCE & ASSOCIATES LP 0.06% of their portfolio | 194.6k $5.7m | Reduced -21.2k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 126.5k $3.7m | Reduced -12.8k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 123.1k $3.6m | Reduced -4.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 118.0k $3.4m | Reduced -6.6k |
| UBS Group AG 0.00% of their portfolio | 117.8k $3.4m | Added +5.9k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 108.2k $3.2m | Reduced -12.5k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 106.8k $3.1m | Added +18.2k |
| PCG Wealth Advisors, LLC 0.96% of their portfolio | 94.6k $2.8m | Reduced -10.5k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 85.5k $2.5m | Reduced -18.8k |
| Brandywine Global Investment Management, LLC 0.02% of their portfolio | 78.3k $2.3m | Added +12.6k |
| MORGAN STANLEY 0.00% of their portfolio | 76.4k $2.2m | Reduced -8.1k |
| SEGALL BRYANT & HAMILL, LLC 0.03% of their portfolio | 70.2k $2.0m | Added +9.9k |
| MACKENZIE FINANCIAL CORP 0.00% of their portfolio | 66.3k $1.9m | Reduced -300.0k |
| FMR LLC 0.00% of their portfolio | 60.6k $1.8m | Added +1.1k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 54.5k $1.6m | Reduced -8.8k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 45.1k $1.3m | Added +2.1k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 44.1k $1.3m | Reduced -2.1k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 38.9k $1.1m | Reduced -18.1k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 36.9k $1.1m | Reduced -15.5k |
| Kennondale Capital Management LLC 1.10% of their portfolio | 34.6k $1.0m | Unchanged |
| MARTINGALE ASSET MANAGEMENT L P 0.03% of their portfolio | 34.4k $1.0m | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 34.0k $992.7k | Added +22.4k |
| Nuveen, LLC 0.00% of their portfolio | 31.8k $926.5k | First filing |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 31.5k $920.3k | Added +562 |
| Empowered Funds, LLC 0.01% of their portfolio | 31.5k $920.3k | Added +562 |
| PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio | 31.1k $907.3k | New |
| SummerHaven Investment Management, LLC 0.57% of their portfolio | 28.1k $818.7k | Added +434 |
| ALGERT GLOBAL LLC 0.02% of their portfolio | 25.9k $756.9k | Reduced -9.1k |
| Inspire Investing, LLC 0.09% of their portfolio | 25.6k $746.6k | Reduced -1.8k |
| LSV ASSET MANAGEMENT 0.00% of their portfolio | 25.1k $732.0k | New |
| CWA Asset Management Group, LLC 0.03% of their portfolio | 21.9k $640.0k | Added +11.4k |
| Hillsdale Investment Management Inc. 0.03% of their portfolio | 20.1k $586.0k | Unchanged |
| State of Tennessee, Department of Treasury 0.00% of their portfolio | 20.0k $584.0k | Added +3.3k |
| Koss-Olinger Consulting, LLC 0.05% of their portfolio | 19.6k $573.0k | Reduced -819 |
| Verition Fund Management LLC 0.00% of their portfolio | 19.5k $568.7k | New |
| Swiss National Bank 0.00% of their portfolio | 19.1k $557.1k | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 18.4k $536.6k | Added +8.6k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 17.3k $505.3k | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio | 17.0k $495.6k | Added +8.7k |
| Man Group plc 0.00% of their portfolio | 16.9k $492.3k | Reduced -559 |
| PDT Partners, LLC 0.03% of their portfolio | 16.7k $487.1k | Reduced -8.7k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 16.2k $474.0k | Reduced -617 |
| Keeley-Teton Advisors, LLC 0.06% of their portfolio | 16.2k $472.1k | Added +4.3k |
| RBF Capital, LLC 0.03% of their portfolio | 15.0k $437.6k | Unchanged |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 14.8k $431.0k | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 14.7k $428.6k | First filing |
| Summit Global Investments 0.03% of their portfolio | 14.7k $428.0k | Added +242 |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 14.5k $422.8k | Added +6.8k |
| AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio | 14.2k $415.0k | Reduced -323 |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 14.0k $408.4k | Reduced -7.1k |
| Liberty Mutual Group Asset Management Inc. 0.00% of their portfolio | 13.6k $0 | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 13.5k $395.1k | Reduced -6.6k |
| CITIGROUP INC 0.00% of their portfolio | 13.2k $384.7k | Added +1.8k |
| Ethic Inc. 0.01% of their portfolio | 11.9k $357.2k | Added +2.5k |
| Creative Planning 0.00% of their portfolio | 11.6k $338.4k | Added +11.5k |
| Ellevest, Inc. 0.02% of their portfolio | 11.2k $325.7k | Added +2.8k |
| AlphaQuest LLC 0.03% of their portfolio | 10.9k $317.1k | Added +5.0k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 10.8k $315.9k | Reduced -990 |
| Petrus Trust Company, LTA 0.03% of their portfolio | 9.8k $285.9k | New |
| Polymer Capital Management (US) LLC 0.09% of their portfolio | 9.7k $282.7k | New |
| Mariner, LLC 0.00% of their portfolio | 9.6k $281.4k | Reduced -8.9k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 9.3k $270.9k | Reduced -1.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 9.2k $268.3k | Unchanged |
| Centiva Capital, LP 0.01% of their portfolio | 8.6k $251.6k | Reduced -975 |
| Dynamic Technology Lab Private Ltd 0.04% of their portfolio | 8.5k $249.0k | New |
| BAILARD, INC. 0.01% of their portfolio | 8.5k $249.2k | New |
| EXCHANGE TRADED CONCEPTS, LLC 0.00% of their portfolio | 8.4k $245.6k | New |
| Allianz Asset Management GmbH 0.00% of their portfolio | 8.3k $242.1k | Reduced -2.0k |
| Invesco Ltd. 0.00% of their portfolio | 7.9k $229.5k | New |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 7.8k $228.7k | New |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 7.8k $228.0k | Added +912 |
| Legal & General Group Plc 0.00% of their portfolio | 7.5k $218.8k | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 7.4k $216.0k | Reduced -4.7k |
| LPL Financial LLC 0.00% of their portfolio | 6.9k $201.8k | New |
| STRS OHIO 0.00% of their portfolio | 6.9k $201.3k | Unchanged |
| MetLife Investment Management, LLC 0.00% of their portfolio | 6.8k $197.9k | Unchanged |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 6.8k $197.7k | Added +312 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 6.6k $193.0k | Added +149 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 5.9k $170.7k | Reduced -40.3k |
| Corebridge Financial, Inc. 0.00% of their portfolio | 5.6k $162.4k | Reduced -82 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 5.3k $154.0k | Reduced -436 |
| Quantbot Technologies LP 0.00% of their portfolio | 4.9k $142.6k | Added +1.4k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 4.3k $126.7k | Reduced -28.3k |
| CWM, LLC 0.00% of their portfolio | 4.2k $123.0k | Added +486 |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 4.2k $122.6k | Unchanged |
| SG Americas Securities, LLC 0.00% of their portfolio | 3.9k $115.0k | Reduced -1.2k |