Total Wealth Planning & Management, Inc.
Position in REPX — Riley Exploration Permian, Inc.
CIK 2058383
Ponte Vedra Beach, FL
Position in REPX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$306,528
New position
Shares Held
9,300
first reported quarter
Ownership
0.042%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#119
of 196 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Derivatives in REPX
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$306,528
PutShares
9,300
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Total Wealth Planning & Management, Inc. holds $1,042,809 across 2 Oil & Gas E&P names. REPX ranks #2 (29.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DVN |
Devon Energy Corp/De
|
17,819 | $736,281 | |
| 2 | REPX |
Riley Exploration Permian, Inc.
This page
|
9,300 | $306,528 |
All Filings in REPX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,528 | 9,300 | Put | Sole | 2026-07-28 | |
| 2026-06-30 | $306,528 | 9,300 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||