Position in REI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$37,260
-$15,525 QoQ
Shares Held
34,500
0.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#90
of 142 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in REI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026MINDSET WEALTH MANAGEMENT, LLC holds $276,368 across 2 Oil & Gas E&P names. REI ranks #2 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
2,300 | $239,108 | |
| 2 | REI |
Ring Energy, Inc.
This page
|
34,500 | $37,260 |
All Filings in REI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,260 | 34,500 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $52,785 | 34,500 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $58,638 | 67,400 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $73,466 | 67,400 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $53,246 | 67,400 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $77,510 | 67,400 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $91,664 | 67,400 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $107,840 | 67,400 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||