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 ($1.6m this quarter). Holder counts are more reliable. Shares outstanding: 22.2m as of 2026-08-03, 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 ≈ $32.94. Options: 4 managers hold calls ($4.3m notional), 2 hold puts ($590.0k).
Trends to Q2 2026
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 |
| Q2 2025 | 137 |
| Q3 2025 | 144 |
| Q4 2025 | 143 |
| Q1 2026 | 169 |
| Q2 2026 | 198 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 57 | 60 |
| Q4 2024 | 89 | 33 |
| Q1 2025 | 64 | 69 |
| Q2 2025 | 76 | 60 |
| Q3 2025 | 70 | 56 |
| Q4 2025 | 74 | 60 |
| Q1 2026 | 109 | 52 |
| Q2 2026 | 141 | 53 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $896.3k | $1.2m | 1.38 |
| Q4 2025 | $541.2k | $712.8k | 1.32 |
| Q1 2026 | $1.7m | $696.2k | 0.42 |
| Q2 2026 | $4.3m | $590.0k | 0.14 |
Biggest buyers
| First Eagle Investment Management, LLC | Added | +677.7k |
| AQR CAPITAL MANAGEMENT LLC | Added | +488.4k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +319.4k |
| LSV ASSET MANAGEMENT | Added | +247.7k |
| DENALI ADVISORS LLC | Added | +214.0k |
| BlackRock, Inc. | Added | +205.9k |
| DIMENSIONAL FUND ADVISORS LP | Added | +183.3k |
| RENAISSANCE GROUP LLC | Added | +173.3k |
| SEIZERT CAPITAL PARTNERS, LLC | New | +159.0k |
| UBS Group AG | Added | +143.2k |
Biggest sellers
| Bluescape Energy Partners LLC | Sold out | -990.0k |
| Yorktown Energy Partners XI, L.P. | Reduced | -500.0k |
| Yorktown Energy Partners X, L.P. | Sold out | -390.9k |
| Driehaus Capital Management LLC | Reduced | -355.9k |
| MARSHALL WACE, LLP | Sold out | -306.6k |
| BANK OF AMERICA CORP /DE/ | Reduced | -176.4k |
| CITADEL ADVISORS LLC | Reduced | -120.7k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -109.1k |
| Pacer Advisors, Inc. | Sold out | -80.0k |
| CastleKnight Management LP | Sold out | -69.7k |
Biggest calls
| PEAK6 LLC | New | $3.0m90.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $840.5k25.5k shares |
| IMC-Chicago, LLC | New | $319.7k9.7k shares |
| JANE STREET GROUP, LLC | New | $220.8k6.7k shares |
Biggest puts
| Total Wealth Planning & Management, Inc. | New | $306.5k9.3k shares |
| JANE STREET GROUP, LLC | New | $283.5k8.6k 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 since 1 Apr 2026
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 |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 3 | $1.3m | $526.5k |
| Q1 2025 | 0 | — | 2 | $596.3k | $596.3k |
| Q2 2025 | 1 | $23.3k | 3 | $1.0m | $510.5k |
| Q3 2025 | 0 | — | 2 | $482.6k | $482.6k |
| Q4 2025 | 0 | — | 2 | $918.4k | $400.2k |
| Q1 2026 | 0 | — | 2 | $443.3k | $443.3k |
| Q2 2026 | 0 | — | 3 | $1.7m | $550.9k |
| Q3 2026 | 0 | — | 3 | $721.8k | $571.3k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-18 | Riley Philip A CFO & EVP STRATEGY | Sold | $150.4k4.0k shares |
| 2026-08-10 | Riley Bobby CEO, director | Sold plan | $448.1k12.5k shares |
| 2026-08-10 | Riley Corey Neil CIO & CCO | Sold plan | $123.2k3.5k shares |
| 2026-06-10 | Riley Bobby CEO, director | Sold | $1.1m30.0k shares |
| 2026-05-11 | Riley Bobby CEO, director | Sold plan | $430.6k12.5k shares |
| 2026-05-11 | Riley Corey Neil CIO & CCO | Sold plan | $120.3k3.5k shares |
| 2026-04-08 | Arriaga Brent Alexander Director | Sold | $97.3k2.5k 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, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Yorktown Energy Partners XI, L.P. 39.15% of their portfolio | 1.3m $42.3m | Reduced -500.0k |
| BlackRock, Inc. 0.00% of their portfolio | 1.2m $40.3m | Added +205.9k |
| First Eagle Investment Management, LLC 0.02% of their portfolio | 861.9k $28.4m | Added +677.7k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 799.8k $26.4m | Added +183.3k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 690.2k $22.8m | Added +63.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 686.9k $22.6m | Added +78.0k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 652.2k $21.5m | Added +319.4k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 644.6k $21.2m | Added +65.6k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 579.3k $19.1m | Added +488.4k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 523.2k $17.2m | Added +101.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 333.2k $11.0m | Added +26.8k |
| STATE STREET CORP 0.00% of their portfolio | 325.9k $10.7m | Added +76.0k |
| LSV ASSET MANAGEMENT 0.02% of their portfolio | 306.8k $10.1m | Added +247.7k |
| ROYCE & ASSOCIATES LP 0.07% of their portfolio | 272.3k $9.0m | Added +10.7k |
| MACKENZIE FINANCIAL CORP 0.01% of their portfolio | 259.4k $8.6m | Added +17.4k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.15% of their portfolio | 254.6k $8.4m | Added +266 |
| Bank of New York Mellon Corp 0.00% of their portfolio | 243.3k $8.0m | Added +7.6k |
| DENALI ADVISORS LLC 0.76% of their portfolio | 228.1k $7.5m | Added +214.0k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 219.7k $7.2m | Added +26.2k |
| RENAISSANCE GROUP LLC 0.25% of their portfolio | 184.2k $6.1m | Added +173.3k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 176.4k $5.8m | Added +98.4k |
| UBS Group AG 0.00% of their portfolio | 174.2k $5.7m | Added +143.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 167.1k $5.5m | Added +9.2k |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 161.0k $5.3m | Added +55.0k |
| SEIZERT CAPITAL PARTNERS, LLC 0.22% of their portfolio | 159.0k $5.2m | New |
| FMR LLC 0.00% of their portfolio | 143.8k $4.7m | Added +13.9k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 139.1k $4.6m | Added +6.5k |
| UMB Bank, n.a. 0.05% of their portfolio | 123.5k $4.1m | Reduced -6.1k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 122.7k $4.0m | Reduced -8.0k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 115.7k $3.8m | Reduced -19.3k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 109.1k $3.6m | Reduced -120.7k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 102.3k $3.4m | Added +33.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 96.7k $3.2m | Added +4.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 96.2k $3.2m | Added +85.8k |
| Kennondale Capital Management LLC 2.07% of their portfolio | 94.0k $3.1m | Unchanged |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 93.4k $3.1m | Reduced -24.9k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 89.8k $3.0m | Added +10.7k |
| Driehaus Capital Management LLC 0.02% of their portfolio | 87.8k $2.9m | Reduced -355.9k |
| McAlvany Wealth Management LLC 2.11% of their portfolio | 85.5k $2.8m | Added +1.1k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 82.8k $2.7m | Added +37.1k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 77.9k $2.6m | Added +8.8k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 73.6k $2.4m | Added +2.7k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 72.1k $2.4m | Added +67.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 70.6k $2.3m | Added +8.4k |
| Empowered Funds, LLC 0.01% of their portfolio | 70.6k $2.3m | Added +16.6k |
| SEGALL BRYANT & HAMILL, LLC 0.03% of their portfolio | 69.2k $2.3m | Reduced -4.6k |
| MORGAN STANLEY 0.00% of their portfolio | 69.0k $2.3m | Reduced -47.4k |
| Creative Planning 0.00% of their portfolio | 64.3k $2.1m | Added +38.1k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 57.6k $1.9m | Reduced -31.8k |
| MARTINGALE ASSET MANAGEMENT L P 0.04% of their portfolio | 55.5k $1.8m | Added +18.4k |
| Engineers Gate Manager LP 0.02% of their portfolio | 43.0k $1.4m | Added +14.0k |
| Jackson Creek Investment Advisors LLC 0.48% of their portfolio | 42.1k $1.4m | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 42.0k $1.4m | Added +5.6k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 41.9k $1.4m | Added +13.4k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 41.7k $1.4m | Added +20.0k |
| Nuveen, LLC 0.00% of their portfolio | 40.5k $1.3m | Added +11.7k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 38.9k $1.3m | Added +18.7k |
| Quantinno Capital Management LP 0.00% of their portfolio | 38.1k $1.3m | Added +7.0k |
| Point Nemo Capital, LLC 0.63% of their portfolio | 37.5k $1.2m | Added +3.6k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 37.1k $1.2m | New |
| North Star Investment Management Corp. 0.06% of their portfolio | 36.3k $1.2m | Added +473 |
| Invesco Ltd. 0.00% of their portfolio | 35.7k $1.2m | Added +1.5k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 34.4k $1.1m | New |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 33.0k $1.1m | Reduced -109.1k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio | 31.8k $1.0m | Added +4.7k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 31.2k $1.0m | Unchanged |
| Jump Financial, LLC 0.01% of their portfolio | 30.7k $1.0m | Reduced -9.8k |
| Swiss National Bank 0.00% of their portfolio | 29.2k $962.4k | Added +7.5k |
| HighTower Advisors, LLC 0.00% of their portfolio | 29.1k $959.9k | New |
| Quantbot Technologies LP 0.04% of their portfolio | 28.6k $941.5k | Added +1.9k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 28.3k $932.4k | Reduced -37.4k |
| WINTON GROUP Ltd 0.03% of their portfolio | 28.1k $925.4k | Added +3.5k |
| SummerHaven Investment Management, LLC 0.49% of their portfolio | 27.9k $919.3k | Unchanged |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 26.6k $876.5k | Added +1.9k |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 24.7k $815.3k | New |
| Quadrature Capital Ltd 0.01% of their portfolio | 24.6k $809.9k | Reduced -26.4k |
| PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio | 24.4k $803.8k | New |
| SEI INVESTMENTS CO 0.00% of their portfolio | 24.3k $801.4k | Reduced -17.2k |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% of their portfolio | 24.2k $799.3k | Added +9.1k |
| Mariner, LLC 0.00% of their portfolio | 23.3k $768.6k | New |
| LPL Financial LLC 0.00% of their portfolio | 23.1k $761.0k | Added +12.4k |
| GSA CAPITAL PARTNERS LLP 0.05% of their portfolio | 22.6k $744.0k | Added +15.6k |
| Cannell & Spears LLC 0.01% of their portfolio | 21.7k $714.2k | Added +470 |
| Savant Capital, LLC 0.00% of their portfolio | 20.4k $709.4k | Added +9.3k |
| Vident Advisory, LLC 0.00% of their portfolio | 20.3k $669.1k | New |
| HRT FINANCIAL LP 0.00% of their portfolio | 19.9k $655.0k | Reduced -46.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 19.6k $646.0k | Reduced -176.4k |
| Lido Advisors, LLC 0.00% of their portfolio | 19.5k $642.6k | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 18.6k $614.1k | Added +1.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 18.3k $601.6k | Unchanged |
| XTX Topco Ltd 0.01% of their portfolio | 18.1k $595.7k | Reduced -38 |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 17.5k $576.7k | New |
| Aquatic Capital Management LLC 0.02% of their portfolio | 16.5k $544.8k | Added +2.6k |
| Y-Intercept (Hong Kong) Ltd 0.01% of their portfolio | 16.5k $543.3k | Reduced -787 |
| Carlyle Group Inc. 0.01% of their portfolio | 16.1k $530.4k | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 16.1k $586.5k | Added +4.7k |
| Jasper Ridge Partners, L.P. 0.01% of their portfolio | 15.7k $519.1k | New |
| ExodusPoint Capital Management, LP 0.00% of their portfolio | 15.4k $508.8k | New |
| Gallacher Capital Management LLC 0.28% of their portfolio | 15.0k $495.1k | New |
| RBF Capital, LLC 0.02% of their portfolio | 15.0k $494.4k | Unchanged |